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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Navigating Macro Trends Impacting the Future of Commercial Real Estate
29:51
29:51
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Taken from Pinebridge Benson Elliot’s 2024 Annual General Meeting, Marc Mogull, Chief Investment Officer and Hani Redha, Multi Asset Portfolio Manager discuss the macro trends impacting the future of commercial real estate.Af PineBridge Investments
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Why EM Bonds Could Address the Challenges Posed by a Lower Yield Environment
24:52
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24:52
Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.Af PineBridge Investments
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‘Alternative’ Views: The Case for a Mid-Market Focus and Lessons Learned Along the Way (Part 2)
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A focus on the middle market is a common thread across PineBridge’s alternative strategies. Our seasoned investment specialists across European real estate, private credit, and private equity discuss the distinct opportunities and challenges of this market segment and why niche specialization, deep industry knowledge, and lessons learned from weath…
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The Fed Holds Rates Steady (For Now): What It Means for Credit Markets and Inflation
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We discuss the Fed’s recent decision to hold interest rates steady, key factors to watch going forward, and the broader market implications of this latest development. Recorded on 02 August 2024.Af PineBridge Investments
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An Insurer’s Guide to Private Credit Investment
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Join leaders from our Global Insurance Solutions and Private Credit teams to hear their outlook for the asset class and approach to tailoring private credit investments, sharing results on fund structure, leverage, rating agencies, and regulatory considerations from the recent PineBridge 2024 Private Credit Survey.…
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‘Alternative’ Views: Key Themes Driving Valuations Today (Part 1)
27:57
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Af PineBridge Investments
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Celebrating Pride – Embracing a Culture of Visibility and Inclusivity
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19:25
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.Af PineBridge Investments
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Managing the ‘Bad Breadth’ of Equity Markets Part 1
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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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Managing the ‘Bad Breadth’ of Equity Markets Part 2
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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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International Women’s Day 2023 - Embracing Equity
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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
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Distinguishing Signals From Noise: Implications of the New Cycle for Investors
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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
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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.Af PineBridge Investments
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What Drives Asia Investment Grade Bonds?
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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
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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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Opportunities in Asia All Caps in the Year of the Tiger
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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.Af PineBridge Investments
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We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.Af PineBridge Investments
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Emerging Markets Debt - Not Just for the Yield-Seekers
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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.Af PineBridge Investments
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