PineBridge Investments Insights Podcast

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.

Pride Month 2023 – Embracing a culture of visibility and inclusivity

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 enhance a culture of visibility and inclusivity across the spectrum of LGBTQ+ identities in the workplace.

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.

Emerging Markets Macro and Markets: The Year of Carry

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. 

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. 

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. 

2022 Midyear Emerging Markets Debt Outlook: Macro and Markets

We discuss our outlook for emerging markets vis-à-vis developed economies, covering our expectations for global growth, inflation and the risk of recession.

Breaking the Bias

Cristina Alcaide, Managing Director in PineBridge’s Private Funds Group, talks about her career journey and experiences with breaking down biases with Mandy Adamou, Head of Consultant Relations, EMEA.

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.

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.

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.

COP26 - Key Takeaways

Following COP26, it’s clear that the road to 2050 is long and that emerging markets are essential for reaching net-zero.

Outlook 2022: Growth and Opportunities as ESG Drives the Agenda

We discuss our outlook for the post-pandemic recovery, growth, and asset allocation, and why we expect ESG to dominate the agenda in 2022. 

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.

2021 Midyear Economic Outlook

Investors are watching the interplay of policy and macroeconomic themes as they look to the end of 2021 and beyond. PineBridge Chief Economist Markus Schomer and Deputy Head of Client Services Aurelia Sax discuss the key factors driving markets as we begin to envision a post-pandemic world.

Emerging Markets Debt: Macro and Markets

We discuss our expectations for emerging and developed markets debt in the light of the corona virus crisis, and the impact of the monetary and fiscal policy stimulus on the markets.

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.

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.

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. 

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.

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...

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.