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Brexit: What Lies Ahead?

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.
Recorded Jun 29 2016 43 mins
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Presented by
Andrew Balls, Mike Amey, Philippe Bodereau
Presentation preview: Brexit:  What Lies Ahead?

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  • Channel
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  • Credit Outlook 2019: With volatility comes opportunities Recorded: Jan 31 2019 35 mins
    Mark Kiesel and Anna Dragesic
    The credit markets have started 2019 with a bang, in sharp contrast to the fourth quarter when risk assets sold off sharply, capping out one of the worst years for credit. With all this volatility, PIMCO wanted to provide a recap of recent market moves across investment grade and high yield credit and highlight relative value opportunities. 

Mark Kiesel, CIO for Global Credit, discusses PIMCO’s market outlook, answers top-of-mind client questions and provides actionable ideas to position portfolios for the year ahead.
  • PIMCO’S Economic Outlook Recorded: Jan 31 2019 44 mins
    Joachim Fels and Scott Mather moderated by Olivia Albrecht
    Joachim Fels, global economic advisor, Scott Mather, CIO U.S. core strategies, and Olivia Albrecht, fixed income and ESG strategist, will provide our 2019 global economic outlook and highlight how the key risks and opportunities we’re seeing may affect investors. 
  • Capital Securities Strategy Outlook Recorded: Jan 30 2019 33 mins
    Philippe Bodereau and Matthieu Loriferne and Philipp Nowak
    Market volatility and rising rates have weighed on bond investors’ minds in 2018 but have created opportunities for attractive returns in 2019. One such area is Capital Securities where valuations are compelling and fundamentals are strong with banks’ capital levels at multi-decade highs.
    In this webinar Philippe Bodereau and Matthieu Loriferne, portfolio managers for the Capital Securities strategy, and Philipp Nowak, Credit Product Strategist, will give an update on the markets and how PIMCO is taking advantage of new opportunities.
  • Dynamic Multi Asset Fund Webcast Jan 2019 Recorded: Jan 30 2019 20 mins
    Geraldine Sundstrom and Dan Phillipson
    Geraldine Sundstrom, Managing Director and head of Asset Allocation in EMEA, and Daniel Phillipson, EMEA Head of Product Strategy will provide an update on the PIMCO Dynamic Multi-Asset Strategy.
    Following a year of rising political tensions, tighter monetary policy and the return of market volatility, they’ll discuss:
    •What factors drove markets in 2018 and our outlook going forward
    •How PIMCO’s Dynamic Multi-Asset Strategy performed
    •How we’re positioning multi-asset portfolios in 2019
  • GIS Income Fund Webcast Jan 2019 Recorded: Jan 30 2019 28 mins
    Dan Ivascyn and Alfred Murata
    Dan Ivascyn and Alfred Murata, portfolio managers of the PIMCO Income Fund will:
    •Provide an update on the fund
    •Discuss attribution and portfolio positioning
    •Address client questions about the fund and our 2019 macro outlook
  • U.S. Midterm Elections: Implications for Policy and Markets Recorded: Nov 9 2018 51 mins
    Libby Cantrill, Head of Public Policy; Scott Mather, CIO of U.S. Core Strategies
    What will the outcome of the U.S. midterm elections mean for global markets? Libby Cantrill, PIMCO's head of public policy, and Scott Mather, CIO of U.S. Core Strategies, discuss what we see on the horizon for U.S. policy and implications for investing.
  • Positioning for Uncertain Markets: The Big Questions Clients are Asking Recorded: Oct 29 2018 41 mins
    Dan Ivascyn, Marc Seidner & Patrick Feigley
    Recent market volatility can feel unsettling for investors, but it shouldn’t come as a surprise given late-cycle dynamics. Join us as Portfolio Managers and CIOs Dan Ivascyn (Income Strategy) and Marc Seidner (Dynamic Bond Strategy) discuss PIMCO’s market outlook, answer top-of-mind client questions and provide actionable ideas to position portfolios for the uncertainty ahead.
  • Income Fund Update:Navigating Late-Cycle Markets Recorded: Oct 29 2018 24 mins
    Esteban Burbano, Dan Ivascyn & Alfred Murata
    In this webcast, Income Fund portfolio managers Dan Ivascyn and Alfred Murata will:
    •Provide an update on the fund
    •Discuss attribution and portfolio construction
    •Address client questions about the fund and our macro outlook
  • PIMCO’s Economic Outlook: Growing, But Slowing Recorded: Oct 18 2018 37 mins
    Joachim Fels, Andrew Balls and Tina Adatia
    Prepare for what’s ahead with Joachim Fels, global economic advisor, Andrew Balls, CIO global fixed income, and Tina Adatia, portfolio strategist, who provide our global economic outlook for the next six to 12 months and highlight the key risks and opportunities we’re seeing and what they mean for investors.
  • Asset Allocation: Late-Cycle Investing Recorded: Sep 13 2018 32 mins
    Daniel Phillipson, Head of Product Management, EMEA
    Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.

    However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.

    So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.
  • PIMCO Secular Outlook: Rude Awakenings Recorded: Jun 22 2018 51 mins
    Dan Ivascyn, Andrew Balls, Joachim Fels, Anna Dragesic
    Ten years after the financial crisis, the global economy and financial markets look set to enter a new era of potentially radical change. Join Dan Ivascyn, Joachim Fels, Andrew Balls, and Anna Dragesic as we present the findings from our 2018 Secular Outlook and discuss what’s ahead for the global economy and markets.
  • Market Intelligence by PIMCO Recorded: May 16 2018 2 mins
    PIMCO
    Introducing Market Intelligence, a CPD-accredited education series that aims to help you expand your knowledge of fixed income and the global markets, while focusing on how to address common client concerns and questions. Visit pimco.co.uk/marketintelligence
  • The Three E’s of ESG: Exclusion, Evaluation and Engagement Recorded: May 16 2018 4 mins
    Olivia Albrecht, Mike Amey, Scott Mather
    PIMCO’s head of ESG strategies discusses the three pillars of the firm’s ESG investment process – exclusion, evaluation and engagement – and how they may be able to lead to better investment outcomes.
  • The Future of Sustainable Investing Recorded: May 16 2018 4 mins
    Olivia Albrecht, Mike Amey, Scott Mather
    PIMCO’s CIO of U.S. Core Strategies and head of ESG Strategies discuss the firm’s evolution in ESG investing and how ESG may affect the debt capital markets going forward.
  • PIMCO’s Commitment to Sustainable Investing Recorded: May 14 2018 4 mins
    Olivia Albrecht, Mike Amey, Scott Mather
    PIMCO’s CIO of U.S. core strategies and head of ESG strategies discuss the firm’s evolution in ESG investing and how ESG may affect the debt capital markets going forward.
  • A Framework for Sustainable Investing Recorded: May 14 2018 4 mins
    Olivia Albrecht, Mike Amey, Scott Mather
    PIMCO’s CIO of U.S. core strategies discusses the importance of the UN’s Sustainable Development goals as a framework for humanely and sustainably broadening and accelerating economic growth.
  • What's next for core bond investors? Recorded: Apr 10 2018 20 mins
    Scott Mather & Anmol Sinha
    Scott Mather, CIO U.S. Core Strategies and PIMCO Total Return Fund portfolio manager, and Anmol Sinha, product strategist, provide insights into why rising rates do not necessarily need to be feared and where we see attractive opportunities in the core bond market.
  • Economic Outlook: The Beginning of the End? Recorded: Apr 10 2018 34 mins
    Joachim Fels, Scott Mather, Olivia Albrecht
    Joachim Fels, Global Economic Advisor, Scott Mather, CIO U.S. Core Strategies, and Olivia Albrecht, ESG and Fixed Income Strategist, Global, discuss our economic outlook across regions and markets, and why we believe that solid growth this year is a near certainty, but the causes of the stronger expansion are more uncertain and could affect its durability.
  • A Solid Return for Uncertain Markets Recorded: Jan 29 2018 5 mins
    Scott Mather, Mihir Worah, Mark Kiesel
    With key risks on the horizon, portfolio defense may be more important than ever. The portfolio managers behind PIMCO Total Return offer an inside look at the process that has fueled the core bond strategy for decades - and how they are managing the strategy to prepare for what’s ahead.
  • Economic Outlook: Peak Growth Recorded: Jan 17 2018 42 mins
    Olivia Albrecht with Scott Mather and Joachim Fels
    Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, PIMCO expects the global expansion to continue in 2018. Yet investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions.
PIMCO
PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,200 professionals united by a single purpose: creating opportunities for investors in every environment.

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  • Title: Brexit: What Lies Ahead?
  • Live at: Jun 29 2016 4:50 pm
  • Presented by: Andrew Balls, Mike Amey, Philippe Bodereau
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