Author Archives: Marco Pirondini

About Marco Pirondini

Marco Pirondini is Executive Vice President, Head of Equities, U.S. for Pioneer Investments. Marco also oversees the Fundamental Research Department and is Portfolio Manager of Pioneer International Value Fund and Pioneer Global Equity Fund. He joined Pioneer Investments in 1999.

Global Equities Outlook

Marco Pirondini is Head of Equities, US. In this video, Marco discusses his outlook for global equity markets, including his ideas on: 1.) expectations for the performance of global equities in a reflationary environment, (2.) the reaction of global equities … Continue reading

Posted in Economy, Equity, Industry Insights, Markets | Tagged , , , , | Leave a comment

Trump Spooks the Markets

On May 17, US markets reacted sharply after news reports that a special counsel has been appointed by the US Justice Department to investigate President Donald Trump, and that Trump had asked the former head of the FBI, James Comey, … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , , , | Leave a comment

What’s Driving Global Equities? Earnings and Politics

Between potentially polarizing European elections and tough talk from North Korea, geopolitical risks are on the rise. This is not good news. However, for equity investors, something important is happening to global earnings: they are also on the rise. Not … Continue reading

Posted in Emerging Markets, Equity, Industry Insights, Markets, Uncategorized | Tagged , , , | Leave a comment

How is the US Equity Market Pricing Trump’s Tax Reform?

What is President Trump’s tax reform plan about? The Trump Tax Reform Plan, presented on April 26, was missing many details and left the market with many unanswered questions. In our view, the plan’s five major elements are as follows:

Posted in Economy, Emerging Markets, Industry Insights, Markets, Uncategorized | Tagged , , , , | Leave a comment

Global Equities: Drivers and Risks for 2017

Marco Pirondini is Head of Equities, US at Pioneer Investments. A Constructive Outlook for 2017 We are constructive on the outlook for the global economy going into 2017, given the renewed attention on fiscal policies that will work alongside continued … Continue reading

Posted in Economy, Emerging Markets, Equity, Fixed Income, Industry Insights, Markets | Tagged , , , , , , , | Leave a comment