PineBridge Investments Insights Podcast

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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

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

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.

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 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.

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.