Tag Archives: Marco Pirondini

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

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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

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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:

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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

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US Elections: What’s in Store for Equities?

(Part one of three) Marco Pirondini is Head of Equities, US and Portfolio Manager of global equity strategies. What would a Donald Trump victory or a Hillary Clinton victory mean for financial markets? In this first of a three-part series, … Continue reading

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