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What is Driving Credit Markets?
Manage episode 316939739 series 3300913
Contenido proporcionado por PineBridge Investments. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente PineBridge Investments o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.
22 episodios
Manage episode 316939739 series 3300913
Contenido proporcionado por PineBridge Investments. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente PineBridge Investments o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.
22 episodios
Todos los episodios
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PineBridge Investments Insights Podcast
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We're currently in a productivity “Super-Cycle,” with the US leading due to strategic investments in technology and workforce re-skilling. A stronger US dollar is likely, given the US’s productivity leadership.
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PineBridge Investments Insights Podcast
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We discuss reasons behind a shift toward shorter-term investment horizons, the potential for higher yields in the near term, and our base case scenario of a soft landing.
PineBridge Investments’ Rob Hinchliffe, Equities Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst focused on the tech sector, discuss how technology stocks may be affected by President Trump’s trade and tariff policies, AI investment, and other trends in 2025 – and the benefit of assessing companies according to their lifecycle stage. Shannan Simmons, PineBridge’s Global Head of Consultant Relations and Head of Business Development for the Americas, moderates.…
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PineBridge Investments Insights Podcast
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Taken from PineBridge Benson Elliot’s 2024 Annual General Meeting, Marc Mogull, PineBridge Benson Elliot’s Chief Investment Officer and Hani Redha, PineBridge Investment’s Multi-Asset Portfolio Manager discuss the macro trends impacting the future of commercial real estate.
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PineBridge Investments Insights Podcast
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Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.
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PineBridge Investments Insights Podcast
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1 ‘Alternative’ Views: The Case for a Mid-Market Focus and Lessons Learned Along the Way (Part 2) 32:04
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 weathering crises can create value and drive outcomes. Join members of our alternatives platform as they discuss their collective middle market focus in our second episode of ‘Alternative’ Views.…
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PineBridge Investments Insights Podcast
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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.
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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PineBridge Investments Insights Podcast
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PineBridge Investments Insights Podcast
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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.
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.…
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.…
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.…
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.…
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PineBridge Investments Insights Podcast
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