Omar Slim, Pinebridge Investments
Omar Slim, Pinebridge Investments
12 November 2024
Bigger Picture: How much will China tariffs weigh on regional growth
Omar Slim, Co-Head of Asia Fixed Income, PineBridge Investments discusses the implications of potential tariff wars for Asian markets and currencies, and whether the threat of trade disputes between the US and China could weigh on regional growth.
Produced/Presented: Ryan Huang
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Listen To His Previous Podcasts:
15 March 2024
Money in the Market: Is it worth considering Asia investment grade credit as a standalone asset class?
Asia investment grade credit may set to benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from increasing investor interest. While markets are still divided on how severe the slowdown will be in the United States, Asia's economic cycle has diverged from developed markets. And this backdrop bodes well for Asia IG bonds, creating attractive opportunities. On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex-Japan Fixed Income at PineBridge Investments, to find out more about the opportunities Asia IG bonds can bring.
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16 January 2024
Money in the Market: Are future rate cuts ideal for bond investors?
The final quarter of 2023 saw a rally in seemingly everything, which caught most investors off-guard, especially in fixed income markets. The US 10 year Treasury yield had peaked near 5% back in October, before falling to around 3.9% by the end of 2023. Some investors hope that the momentum from the fourth quarter of 2023 will accelerate in the new year. So is the bond market poised to skyrocket in 2024? On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex-Japan of Fixed Income at PineBridge Investments, to find out more about the outlook of fixed income markets in 2024.
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15 September 2023
Money in the Market: Is it a good time to load up on investment-grade corporate bonds or high yield bonds?
A bond market signal that has shown warning signs for months suggests an economic recession could still be on the horizon.
According to data from Bloomberg, the 10-year and 3-month yield curve has been inverted for 212 straight trading days.
This is a record that just surpassed the 1980 inversion and is now the longest stretch since at least 1962.
The yield curve inverts when short-dated Treasuries offer a higher yield than longer-term Treasuries, a market anomaly that typically suggests a period of economic weakness is imminent.
A significant number of bond strategists polled by Reuters also indicated the benchmark U.S. 10-year Treasury note yield has peaked in the current cycle.
What does this all mean for bond markets in the future?
On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head Asia ex Japan Fixed Income, PineBridge Investments, to find out more.
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19 June 2023
Money in the Market: Will Asian bonds continue to be a sweet spot?
Inflation across the Asian region has been relatively well contained as compared to developed-world counterparts, and such an improving macro backdrop is proving well for Asian investment grade credit. So what lies ahead in Asia’s fixed income markets? And where are the biggest opportunities within fixed income that may see robust returns? On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex Japan Fixed Income, PineBridge Investments, to find out more.
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15 December 2022
Money in the Market: Is a global economic slowdown looming?
After finally emerging from a world-changing pandemic, economies and markets have been subject to an array of headwinds, including more persistent inflation, rising policy rates, supply chain disruptions and escalating geopolitical tension. So is a global economic slowdown looming as a result? On Money in the Market, Hongbin Jeong speaks to Omar Slim, Managing Director and Portfolio Manager of Fixed Income at PineBridge Investments, Singapore to find out more.
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29 June 2021
Market View: The 2H Outlook for Bonds by PineBridge Investments
There's some healthy skepticism over bond markets heading into the second half, with yields still at very low levels and rate volatility thanks to more hawkish posturing from some central banks. But for Omar Slim, Senior Portfolio Manager at PineBridge Investments, the bond market is huge and diverse, and there are still opportunities to be had. He spoke to us on Prime Time about where PineBridge sees opportunities, why Chinese bond markets have gotten quite a lot of attention lately, and their outlook on Singapore bonds.
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