2021 Macro and Market Outlook
Markus Schomer, PineBridge’s Chief Economist, and John Yovanovic, Head of High Yield Portfolio Management, talk about their expectations for the markets in the light of the US election outcome , what they expect the Fed might do - and how it is likely to impact the bond market in particular.
The exchange and comparison of macro and market views in this conversation provides a great insight into how sharing of top-down and bottom-up perspectives results in an enhanced economic analysis at PineBridge.
See below for some recent blogs
High Yield Investing Myths to Rethink in the Covid Era: https://www.pinebridge.com/en/investor-types/default/insights/high-yield-investing-myths-to-rethink-in-the-covid-era
Why High Yield Doesn’t Have to Mean High Risk: https://www.pinebridge.com/en/investor-types/default/insights/why-high-yield-doesnt-have-to-mean-high-risk
Head of High Yield Portfolio Management