PineBridge Investments Insights Podcast

Mar 24 2025 25 ep. 16 mins

PineBridge Investments Insights Podcast artwork

PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

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A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact

Mar 24 2025 10 mins

Amid a US slowdown that has been sharper than expected, we discuss the resulting US growth scare along with bund yield forecasts, currency implications, and the economic outlook for Europe and the US.

Podcast: Riding Out Equity Market Volatility in a New Policy Regime

Mar 18 2025 8 mins

With equity markets whipsawing amid escalating trade wars and geopolitical tensions, how can investors mitigate risk and build value? Our podcast discusses how an active approach focused on a company’s lifecycle (rather than sector) may help.

Tariff Wars Credit Opportunities Amidst the Stagflationary Shock

Mar 14 2025 16 mins

We discuss recent developments in the tariff wars and how their impact makes credit selection critical.

AI, Productivity, and the Long-term Ramifications for King Dollar.

Feb 25 2025 14 mins

We're currently in a productivity “Super-Cycle,” with the US leading due to strategic investments in technology and workforce re-skilling. A stronger US dollar is likely, given the US’s productivity leadership.

Navigating Rates, Inflation, and FX: Uncertainty by Design

Feb 03 2025 9 mins

We discuss reasons behind a shift toward shorter-term investment horizons, the potential for higher yields in the near term, and our base case scenario of a soft landing.

Equity Podcast: Tech, Trade, and Tariffs in 2025

Jan 15 2025 8 mins

PineBridge Investments’ Rob Hinchliffe, Equities Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst focused on the tech sector, discuss how technology stocks may be affected by President Trump’s trade and tariff policies, AI investment, and other trends in 2025 – and the benefit of assessing companies according to their life

Navigating Macro Trends Impacting the Future of Commercial Real Estate

Nov 21 2024 29 mins

Taken from PineBridge Benson Elliot’s 2024 Annual General Meeting, Marc Mogull, PineBridge Benson Elliot’s Chief Investment Officer and Hani Redha, PineBridge Investment’s Multi-Asset Portfolio Manager discuss the macro trends impacting the future of commercial real estate.

Why EM Bonds Could Address the Challenges Posed by a Lower Yield Environment

Oct 22 2024 24 mins

Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.

‘Alternative’ Views: The Case for a Mid-Market Focus and Lessons Learned Along the Way (Part 2)

Aug 13 2024 32 mins

A focus on the middle market is a common thread across PineBridge’s alternative strategies. Our seasoned investment specialists across European real estate, private credit, and private equity discuss the distinct opportunities and challenges of this market segment and why niche specialization, deep industry knowledge, and lessons learned from weathering crises can create value an

The Fed Holds Rates Steady (For Now): What It Means for Credit Markets and Inflation

Aug 05 2024 6 mins

We discuss the Fed’s recent decision to hold interest rates steady, key factors to watch going forward, and the broader market implications of this latest development. Recorded on 02 August 2024.