Podcasts

Emerging Markets Midyear Outlook

PineBridge’s Chief Economist Markus Schomer and Jonathan Davis, Client Portfolio Manager, discuss their outlook for emerging markets vis-à-vis developed economies, covering their expectations for global growth, inflation and the risk of recession.

12/07/2022

Listen to "PineBridge_Investments_June2022" on Spreaker.
PineBridge’s Chief Economist Markus Schomer and Jonathan Davis, Client Portfolio Manager, discuss their outlook for emerging markets vis-à-vis developed economies, covering their expectations for global growth, inflation and the risk of recession.

Speakers

Markus Schomer, CFA Managing Director, Chief Economist PineBridge Investments, New York Mr. Schomer joined the firm in 1996 and is a Managing Director and Chief Economist of PineBridge Investments. He is responsible for developing economic forecasts, analysis, and market commentary for all investment groups within the firm. As a member of various investment committees, Mr. Schomer is involved in developing the firm’s broad portfolio strategies. Mr. Schomer is a frequent contributor on CNBC, Bloomberg and other media outlets. Previously, Mr. Schomer worked at the firm’s London office, where he also managed various fixed income portfolios and as a fixed income analyst at Commerzbank in Frankfurt, Germany. He holds degrees in economics from the University of Bonn in Germany and the University of East Anglia in the UK. He also studied at the London School of Economics. He is a CFA charterholder.
Jonathan Davis Client Portfolio Manager – Emerging Markets Fixed Income PineBridge Investments, New York Mr. Davis joined the firm in 2015 and is a Senior Vice President and Client Portfolio Manager in PineBridge Investments’ Emerging Markets Fixed Income team. He is responsible for providing ongoing support to our clients and assisting with business development efforts for the team. Prior to joining the firm, Mr. Davis was responsible for creating marketing campaigns for a variety of fixed income strategies, coordinating thought leadership efforts, and delivering portfolio due diligence updates for AllianceBernstein. Prior to that, he spent four years at Barclays Capital. While at Barclays, he held the role of Financial Analyst for Fixed Income Sales Finance and previously was a Trading Assistant on their US MTN Trading Desk. He received a BA from the University of Virginia and an MBA in Finance from New York University.
These podcasts are provided for information purposes only. They are not intended to be advice and Trustees should always seek advice as appropriate.
Cookie Preferences