PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Rob Hinchliffe, PineBridge’s Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst, engage in a timely discussion with Shannan Simmons, Global Head of Consulting Relations in this first episode in our series. Hear their views on the remarkable run of the big tech companies, the implications for inves…
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In this second episode, Rob Hinchliffe, PineBridge’s Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst, continue their conversation with Shannan Simmons, Global Head of Consulting Relations, exploring tech market implications for investors and the team's approach to investing across company lifec…
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Petra Lugones Targarona, PineBridge’s Head of Germany and Austria, engages in a compelling discussion with Sergio Ramirez, Chief Revenue Officer and Head of the Global Client Group, about fostering inclusion in the workplace. Through personal anecdotes and organizational insights, they explore the journey toward diversity, equity, and inclusion, of…
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Pride Month 2023 – Embracing a culture of visibility and inclusivity
19:25
19:25
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19:25
To mark Pride month, Tracie Ahern (Chief Financial Officer and Chief Risk Officer), joined Loïc Rentiers (Managing Director, Private Funds Group), Hari Chitnavis, (Associate, Private Funds Group) and Karina Graf (Client Services EMEA) to showcase PineBridge’s LGBTQ+ Allies Network. The group discussed their experiences and how they are working to e…
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International Women’s Day 2023 - Embracing Equity
17:26
17:26
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17:26
Welcome to a special PineBridge podcast to mark International Women’s Day 2023. For this edition, Melissa Lessi, Managing Director at PineBridge Benson Elliot, alongside Chris Perryman, Portfolio Manager, Emerging Markets Fixed Income team and Lindsay McMillan, Investment Oversight Manager at PineBridge Investments Ireland, discuss International Wo…
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Emerging Markets Macro and Markets: The Year of Carry
15:33
15:33
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15:33
Kirjoittanut PineBridge Investments
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Distinguishing Signals From Noise: Implications of the New Cycle for Investors
15:47
15:47
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15:47
Do dramatic shifts in market conditions signal a regime shift? In a fireside chat, Marc Mogull, PineBridge Benson Elliot’s Chairman and Chief Investment Officer, and Hani Redha, PineBridge Global Multi Asset Portfolio Manager, compare turning points in previous cycles with what we’re seeing today – and what it could mean for asset class valuations …
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Attracting Women to Work in Real Estate Investing
20:07
20:07
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20:07
Kristen Kozlowski, Managing Director at PineBridge Benson Elliot, talks about her career journey in real estate investing, and how companies benefit from having women in senior positions, in this podcast with Lindsay McMillan, Investment Oversight Manager at PineBridge Investments Ireland.Kirjoittanut PineBridge Investments
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What Drives Asia Investment Grade Bonds?
16:36
16:36
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16:36
In this episode, Omar Slim, senior portfolio manager, fixed income, explains Asia's burgeoning hard currency investment grade bond market, its unique features, and the dynamics driving returns. We also touch on the impact of Chinese policy shifts and how to navigate the market in a rising rate environment.…
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How to Find Winners in Asia High Yield
14:10
14:10
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14:10
Head of Asia ex Japan Fixed Income Arthur Lau shares a veteran investor's perspective of the Asia high yield market. We discuss why the asset class can't be ignored, the importance of the Chinese property sector, opportunities for patient investors, the secret behind his team’s zero-default track record, and more. Hosted by Aurelia Sax, deputy head…
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Portfolio Manager Caroline Loke discusses opportunities in Asia ex Japan equities in 2022, valuations, secular trends, and the red-hot IPO market in some parts of Asia.Kirjoittanut PineBridge Investments
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What is Driving Credit Markets?
18:04
18:04
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18:04
We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.Kirjoittanut PineBridge Investments
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Emerging market debt is more than just the oft-told yield story, with global investors increasingly recognizing its diversification benefits and lower volatility. We explain why we’re constructive on prospects for EM fixed income.Kirjoittanut PineBridge Investments
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