Marlene Puffer
10 statements across 1 episodes · 3 bullish · 4 bearish · 1 people on the record · first statement Sep 11, 2023 by Marlene Puffer · across every show →
On the record as a speaker too: Marlene Puffer's record, appearances and statements → this page counts the times other people say the name.
Everything said about Marlene Puffer, oldest first
Sep 11, 2023 bearish
Puffer: Stagflation from policy error is among the toughest portfolio environments
“In terms of the markets themselves, I'm worrying about the risk that the policymakers don't get this right, and that we end up in a stagflationary environment. That's a serious risk. And it's very difficult to steer a portfolio to be really resilient against t…”
Sep 11, 2023 positive
Puffer: AIMCo invests in high-carbon assets to transition them to green
“We have the flexibility to take on assets that may have a carbon footprint that today doesn't look great in order to be strong stewards of capital to ensure that technology is applied appropriately in those areas to take them from gray to greener.”
Sep 11, 2023
Marlene Puffer: Fixed income investing forces focus on downside risk
“Coming up through the fixed income side is interesting because it combines the macro view where it's all the macro forces that influence interest rates with the credit view where it's very micro forces that influence credit quality. It's where macro and micro …”
Sep 11, 2023
Sep 11, 2023 positive
Puffer: Trading floor desk mechanics provide unmatched capital markets insight
“I know how the swap desk interacts with the rates desk, interacts with the currency desk, interacts with the debt origination desk when a corporate deal comes to market, for example. And not many people get that exposure. Its value to me today is huge that I u…”
Sep 11, 2023 negative
Puffer: Consultant Gatekeepers and OCIO Models Block Competitors From Small Pensions
“The power of the consulting community is still very high and was during that period. So we had gatekeepers that made it very difficult for us to really get at the decision makers we needed to get at. And those gatekeepers were at the same time creating their o…”
Sep 11, 2023 positive
Sep 11, 2023 negative
Sep 11, 2023 negative
Puffer: Sell-side trading floors prioritize bank P&L over client returns
“On the trading floor, it really is about P&L. It's about, are you making money today? Did you make money yesterday? How are you making money tomorrow? And who are you making money for? Well, you're not really aiming to make money for the clients, other than in…”
Sep 11, 2023
Puffer: Subordinates often mistake a leader's casual musings for directives
“It's easy as a leader to think out loud from time to time without noticing that people really listen to you when you think out loud, and oftentimes they'll go off and do things because they think it's what you want when all you were doing is wondering about so…”