Emmanuel Roman
Showing 1–3 of 3 transcripts.
- Milken Institute55 min
Lessons From the Great Recovery: How to Maintain Investment Momentum
Scarlet Fu, Thomas Finke, William Ford, Jonathan Lavine, Emmanuel Roman, Steven Tananbaum, Steve Tannenbaum, Manny Roman, Bill Ford, Tom Fink
Senior investment executives from PIMCO, Barings, and Bain Capital convened to analyze a late-cycle environment characterized by high valuations, rising volatility, and unsynchronized global credit cycles. While panelists identified critical risks including U.S.-China trade tensions, a potential wage-driven inflation spike, and the dangers of complacent leverage, they simultaneously highlighted opportunities in technology-driven digital transitions and Asian emerging markets. The consensus strategy emphasizes active management utilizing advanced data analytics to navigate complex credit structures, avoiding passive bets in illiquid assets or European high-yield debt while preparing for unforeseen macroeconomic dislocations.
- Milken Institute58 min
Retrospective: Lessons Learned from Leading Investors
Scarlet Fu, David Bonderman, William Ford, Joshua Friedman, Emmanuel Roman, Steven Tananbaum, Steve Tannenbaum, Bill Ford
Prominent investors including David Bonderman, Josh Friedman, and Steve Tannenbaum assess a unique financial landscape marked by an unsustainable thirty-year secular decline in interest rates and the resulting compression of credit spreads. The panel analyzes sector-specific risks in retail and energy while debating the structural advantages of active management and private equity over passive strategies in this volatile environment. Despite current complacency, experts emphasize the necessity of holding dry powder for eventual portfolio re-ranking driven by rising rates and warn that structural changes in market-making could precipitate radical price adjustments.
- Milken Institute1h 0m
Global Overview: The Economic Outlook
John Micklethwait, S Iswaran, Julie T. Katzman, Emmanuel Roman, David Zaslav
A high-level panel convened by Singapore's Trade Minister Chan Chun Sing, IDB executive Julie Katzman, and PIMCO's Manny Roman analyzed the divergent impacts of technological automation and fiscal policy on global employment. The discussion highlighted that while U.S. technology drives job displacement and emerging Asian markets face demographic shifts, Latin America requires deeper regional integration to mitigate external trade shocks. Experts concluded that successful economic resilience depends on removing labor market rigidities, implementing modular training systems for displaced workers, and redirecting capital toward agro-industry and digital infrastructure.