Geraldine Sundstrom, Managing Director and Portfolio Manager, and Daniel Phillipson, Head of Product Management, EMEA, PIMCO
Please join us for a discussion of current market themes and cross-asset class investment implications. Geraldine Sundstrom and Dan Phillipson will discuss market dynamics and where investment opportunities remain amidst uncertain markets.
On Tuesday 28 June, PIMCO hosted a conference call with London-based Portfolio Managers Andrew Balls, Mike Amey and Philippe Bodereau, discussing the investment outlook and questions in the wake of the historic Brexit referendum in the UK on 23 June 2016.
With interest rates at or below zero in many developed economies, investors are broadening their search for positive-returning assets that can help diversify equity risk. Fixed income assets, whose prices traditionally rally as equity markets fall, are seeing reduced usage in this role, because many investors believe interest rates have limited scope to fall further. The webinar will discuss the pros and cons of using trend-following strategies as an alternative way to diversify equity risk.
John Devir, Portfolio Manager, PIMCO; and Berdibek Ahmedov CFA, Product Specialist, PIMCO
With some stabilization in the energy markets, investors have started to look for energy-related opportunities. The podcast will focus on best ways to take advantage of the opportunity in the secular growth in the North American energy sector by investing in the equity and debt of publicly traded master limited partnerships (“MLPs”) and related energy companies.
Mike Amey, Head of Sterling Portfolios, and Ketish Pothalingam, UK Credit Portfolio Manager, PIMCO
On the 23rd June UK voters will go to the polls to vote on 'Brexit' or 'British Exit' from the European Union.
While current market valuations partially reflect the risk of a Brexit – investor sentiment has shifted to a potential rate cut by the BoE and sterling touching a 5 year low against the dollar - the response in credit markets has been more muted and quite varied. This presents opportunities to capitalise on market dislocations as we head into this important political event.
Please join Mike Amey, Head of Sterling Portfolios, and Ketish Pothalingam, UK Credit Portfolio Manager, for a discussion on the probability of Brexit, its implications for the UK and where PIMCO is identifying opportunities across its portfolios.
Group CIO Dan Ivascyn and Product Manager David Fisher discuss the recent market shift, the implications of central bank policies and where PIMCO is currently finding value across global asset classes.
Please join us for a discussion of PIMCO’s views on current developments in equity markets, in particular dislocations which are built up between growth and value segments. We will look at what has happened in markets over the past few years, what this means for the future and the best ways for investors to benefit from these market dynamics.