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.

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. 

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.

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. 

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.