https://www.spreaker.com/podcast/pinebridge-investments--4627197In 2020, global geopolitical noise has risen to unprecedented levels. Protests, pandemic and President Trump's events have surprised and distracted markets. The US presidential election campaigns keep dominating the news and raising anticipation for the markets. With the markets continuing to react in unpredictable ways, how can investors have any true conviction?]]>enInvestingCopyright Brand New Productionshttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a222227444149c1b3042504e0192705a.jpghttps://www.spreaker.com/podcast/pinebridge-investments--4627197Tue, 06 Jan 2026 11:01:03 +0000Brand New ProductionsBrand New Productionsfeeds@spreaker.comEconomic Outlook: US Elections and the Markets In 2020, global geopolitical noise has risen to unprecedented levels. Protests, pandemic and President Trump's events have surprised and distracted markets. The US presidential election campaigns keep...In 2020, global geopolitical noise has risen to unprecedented levels. Protests, pandemic and President Trump's events have surprised and distracted markets. The US presidential election campaigns keep dominating the news and raising anticipation for the markets. 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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.]]>https://api.spreaker.com/episode/42055774Thu, 19 Nov 2020 12:06:44 +0000Brand New ProductionsMarkus 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...
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.]]>1745analysis,bonds,economist,economy,fed,macro,market,perspectives,pinebridge,resultsfalsefullhttps://www.spreaker.com/episode/talking-markets-podcasts-us-elections-and-the-markets--41535036Hosted by Aurelia Sax, Deputy Head of Client Services, EMEA.]]>https://api.spreaker.com/episode/41535036Mon, 19 Oct 2020 14:17:07 +0000Brand New ProductionsIn our first podcast 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...Hosted by Aurelia Sax, Deputy Head of Client Services, EMEA.]]>1045america,biden,economic,elections,indicators,investments,investors,pinebridge,trump,usafalsefull