S1E1: How global equities fit into your style-neutral portfolio: BT Podcasts

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 ([email protected]) and Claressa Monteiro Edited by: Howie Lim --- 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: [email protected] 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: 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 #BTPodcastSee omnystudio.com/listener for privacy information.