Outlook for global equities

Have we reached a market turning point?

Where investors should allocate

ESG compliant opportunities

The risks to note

Differentiated and style neutral portfolio

Long running themes for sustained alpha

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.

With global equities own 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, does global equity 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

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

https://www.pinebridge.com/en-sg/intermediary-and-individual/featured-funds/global-focus-equity

An Alpha Approach That Breaks From the Pack

https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/an-alpha-approach-that-breaks-from-the-pack

Future-Proofing Portfolios - Fund Manager Q&A

https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/future-proofing-portfolios

Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro

Edited by: Howie Lim

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Follow BT podcasts:

Channel: https://bt.sg/pcOM

Apple Podcasts: https://bt.sg/pcAP

Spotify: https://bt.sg/pcSP

Google Podcasts: http://bt.sg/pcGO

Website: https://www.bt.sg/podcasts

Feedback to: podcast@sph.com.sg

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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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

#BTPodcast

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.
With global equities own 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, does global equity 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
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
<a href="https://www.pinebridge.com/en-sg/intermediary-and-individual/featured-funds/global-focus-equity">https://www.pinebridge.com/en-sg/intermediary-and-individual/featured-funds/global-focus-equity</a>
An Alpha Approach That Breaks From the Pack
<a href="https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/an-alpha-approach-that-breaks-from-the-pack">https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/an-alpha-approach-that-breaks-from-the-pack</a>
Future-Proofing Portfolios - Fund Manager Q&amp;A
<a href="https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/future-proofing-portfolios">https://www.pinebridge.com/en-sg/intermediary-and-individual/insights/future-proofing-portfolios</a>
Produced by: Howie Lim (<a href="mailto:howielim@sph.com.sg">howielim@sph.com.sg</a>) and Claressa Monteiro
Edited by: Howie Lim
---
Follow BT podcasts:
Channel:<a href="https://bt.sg/pcOM"> https://bt.sg/pcOM</a>
Apple Podcasts:<a href="https://bt.sg/pcAP"> https://bt.sg/pcAP</a>
Spotify:<a href="https://bt.sg/pcSP"> https://bt.sg/pcSP</a>
Google Podcasts:<a href="http://bt.sg/pcGO"> http://bt.sg/pcGO</a>
Website:<a href="https://www.businesstimes.com.sg/podcasts"> https://www.bt.sg/podcasts</a>
Feedback to: podcast@sph.com.sg
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 
---
Discover more BT podcast series:
BT Money Hacks: <a href="https://bt.sg/btmoneyhacks">http://bt.sg/btmoneyhacks</a>
BT Mark To Market: <a href="http://bt.sg/btmark2mkt">http://bt.sg/btmark2mkt</a>
PropertyBT: <a href="http://bt.sg/btpropertybt">http://bt.sg/btpropertybt</a>
WealthBT:<a href="http://bt.sg/wealthbt"> </a><a href="http://bt.sg/btwealthbt">http://bt.sg/btwealthbt</a>
BT Market Focus: <a href="http://bt.sg/btmktfocus">http://bt.sg/btmktfocus</a>
#BTPodcast

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market, WealthBT, PropertyBT and sponsored series.

Follow these series on audio apps Apple Podcasts, Spotify and Google Podcasts, or Google Home smart speaker devices.

Produced by The Business Times, SPH Media Trust.

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market, WealthBT, PropertyBT and sponsored series.
Follow these series on audio apps Apple Podcasts, Spotify and Google Podcasts, or Google Home smart speaker devices.
Produced by The Business Times, SPH Media Trust.

The Business Times Podcasts

The Business Times Podcast channel showcases content presented by some of the newsroom's most respected correspondents in markets, wealth management and current affairs.

Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts

Produced by BT Podcasts, The Business Times, SPH Media.

The Business Times Podcast channel showcases content presented by some of the newsroom's most respected correspondents in markets, wealth management and current affairs.
Available on all your favourite audio content apps and at www.businesstimes.com.sg/podcasts
Produced by BT Podcasts, The Business Times, SPH Media.

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