PineBridge Investments Insights Podcast

PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

Celebrating Pride – Embracing a Culture of Visibility and Inclusivity

To mark Pride Month, members of PineBridge’s LGBTQ+ & Allies Network discussed their experiences and how they are working to enhance a culture of visibility and inclusivity across the spectrum of LGBTQ+ identities in the workplace.

06-10
19:25

Inspiring Inclusion

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, offering valuable advice and inspiration.

03-12
10:25

International Women’s Day 2023 - Embracing Equity

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 Women’s Day 2023's campaign theme of embracing equity, and how they endeavor to support equity in both the workplace and at home.

03-06
17:26

Distinguishing Signals From Noise: Implications of the New Cycle for Investors

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 and investors’ portfolio construction.

11-10
15:47

Attracting Women to Work in Real Estate Investing

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.

07-15
20:07

What Drives Asia Investment Grade Bonds?

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.

02-11
16:36

How to Find Winners in Asia High Yield

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 of client services, EMEA.

01-07
14:10

Opportunities in Asia All Caps in the Year of the Tiger

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.

12-10
07:55

What is Driving Credit Markets?

We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.

09-16
18:04

Emerging Markets Debt - Not Just for the Yield-Seekers

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.

04-14
06:23

Asia Megatrends

Siddhartha Singh, Investment Director and Managing Director of Asia Equities, discusses megatrends in Asia, including automation, outsourcing, and urbanization – and how they’re driving prospects for the region's equities.

03-16
07:40

Asia – Macro and Markets in 2021

What’s ahead for Asian fixed income markets amid China-led growth and steady credit fundamentals? PineBridge Chief Economist Markus Schomer and Co-head of Emerging Markets Fixed Income Arthur Lau discuss how these dynamics could influence the bond markets, in particular. 

01-28
30:31

ESG Outlook: Past, Present, and Future

John Bates, head of emerging markets credit research and co-chair of the ESG Investment Committee at PineBridge, discusses the historical context of ESG adoption and shares his outlook on the evolution of ESG considerations in 2021.

12-16
13:44

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. 

11-18
29:04

US Elections and the Markets

Markus Schomer, Chief Economist at PineBridge Investments, explores the US elections in the context of PineBridge’s macro framework, including potential policy change that may result and highlights economic indicators investors may wish to focus on.Hosted by Aurelia Sax, Deputy Head of Client Services, EMEA.

10-26
17:24

Managing the ‘Bad Breadth’ of Equity Markets Part 2

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 lifecycles.

04-29
05:57

Managing the ‘Bad Breadth’ of Equity Markets Part 1

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 investors and their style-neutral approach that focuses specifically on a company's lifecycle.

04-29
06:41

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