BT Podcast: How global equities fit into your style-neutral portfolio
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Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.
With global equities down more than 21 per cent in the first half of 2022 and fixed income assets having cratered this year on fears of rising interest rates, do global equities have a place in your portfolio?
Correspondent Howie Lim finds out how to safeguard your wealth from Robert Hinchliffe, portfolio manager and head of global sector cluster research from PineBridge Investments.
This episode is brought to you by PineBridge Investments.
Highlights:
01:15 Outlook for global equities
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a new global order
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02:40 Have we reached a market turning point?
03:33 Where investors should allocate
05:56 ESG compliant opportunities
08:17 The risks to note
10:01 Differentiated and style neutral portfolio
13:07 Long running themes for sustained alpha
This episode is brought to you by PineBridge Investments.
More about:
Global Focus Equity – Consistent Alpha Generation From Global Stock Selection
An Alpha Approach That Breaks From the Pack
Future-Proofing Portfolios - Fund Manager Q&A
Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro
Edited by: Howie Lim
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Discover more BT podcast series:
BT Money Hacks: http://bt.sg/btmoneyhacks
BT Mark To Market: http://bt.sg/btmark2mkt
PropertyBT: http://bt.sg/btpropertybt
WealthBT: http://bt.sg/btwealthbt
BT Market Focus: http://bt.sg/btmktfocus
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