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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.
5
55 ratings
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.
70 Listeners