PineBridge Investments Insights Podcast: Recent Episodes
PineBridge Investments
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
We explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.
We revisit 2025’s defining themes, and discuss why ‘sequencing’ - timing entries and exits around range bound rate moves and curve shape rather than level - matters as markets stabilize and growth re-accelerates.
Marc Mogull and Hani Redha dive into macro trends, technological change, inflation’s “higher resting heart rate,” and the growing importance of asset scarcity and trust.
We discuss growth and inflation outlooks, labor market risks, the Fed’s evolving policy stance, and explain why sometimes the absence of market movement is the biggest clue of all.
We discuss the improving US growth picture heading into 2026, the implications of stabilizing growth, inflation, and monetary policy - and why the market may be underestimating the impact of fiscal tailwinds like tax refunds.
We explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.
From data reliability and Fed policy to currency dynamics and rate forecasts, this episode explores how a soft-landing scenario and evolving fiscal conditions shape our outlook for rates and the US dollar.
We explore the outlook for rates and FX amid a soft landing scenario—and dive into the rising political pressure on the Fed. Could central bank independence be at risk?
We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.
We discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest.
We discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.
In our latest equity podcast, we discuss the impact of tariffs and other policy headwinds on the healthcare sector – and why seeking out companies that are better-positioned than the market realizes could help investors navigate the related challenges.
We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.
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.
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.
We discuss recent developments in the tariff wars and how their impact makes credit selection critical.
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.
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.
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 lifecycle stage. Shannan Simmons, PineBridge’s Global Head of Consultant Relations and Head of Business Development for the Americas, moderates.
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.
Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.
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 and drive outcomes. Join members of our alternatives platform as they discuss their collective middle market focus in our second episode of ‘Alternative’ Views.
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.
Join leaders from our Global Insurance Solutions and Private Credit teams to hear their outlook for the asset class and approach to tailoring private credit investments, sharing results on fund structure, leverage, rating agencies, and regulatory considerations from the recent PineBridge 2024 Private Credit Survey.
In this second episode, Rob Hinchliffe, PineBridge’s Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst, continue their conversation with Shannan Simmons, Global Head of Consulting Relations, exploring tech market implications for investors and the team's approach to investing across company lifecycles.
Rob Hinchliffe, PineBridge’s Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst, engage in a timely discussion with Shannan Simmons, Global Head of Consulting Relations in this first episode in our series. Hear their views on the remarkable run of the big tech companies, the implications for investors and their style-neutral approach that focuses specifically on a company's lifecycle.
Petra Lugones Targarona, PineBridge’s Head of Germany and Austria, engages in a compelling discussion with Sergio Ramirez, Chief Revenue Officer and Head of the Global Client Group, about fostering inclusion in the workplace. Through personal anecdotes and organizational insights, they explore the journey toward diversity, equity, and inclusion, offering valuable advice and inspiration.
To mark Pride month, Tracie Ahern (Chief Financial Officer and Chief Risk Officer), joined Loïc Rentiers (Managing Director, Private Funds Group), Hari Chitnavis, (Associate, Private Funds Group) and Karina Graf (Client Services EMEA) to showcase PineBridge’s LGBTQ+ Allies Network. The group discussed their experiences and how they are working to enhance a culture of visibility and inclusivity across the spectrum of LGBTQ+ identities in the workplace.
Welcome to a special PineBridge podcast to mark International Women’s Day 2023. For this edition, Melissa Lessi, Managing Director at PineBridge Benson Elliot, alongside Chris Perryman, Portfolio Manager, Emerging Markets Fixed Income team and Lindsay McMillan, Investment Oversight Manager at PineBridge Investments Ireland, discuss International Women’s Day 2023's campaign theme of embracing equity, and how they endeavor to support equity in both the workplace and at home.
Do dramatic shifts in market conditions signal a regime shift? In a fireside chat, Marc Mogull, PineBridge Benson Elliot’s Chairman and Chief Investment Officer, and Hani Redha, PineBridge Global Multi Asset Portfolio Manager, compare turning points in previous cycles with what we’re seeing today – and what it could mean for asset class valuations and investors’ portfolio construction.
Kristen Kozlowski, Managing Director at PineBridge Benson Elliot, talks about her career journey in real estate investing, and how companies benefit from having women in senior positions, in this podcast with Lindsay McMillan, Investment Oversight Manager at PineBridge Investments Ireland.
We discuss our outlook for emerging markets vis-à-vis developed economies, covering our expectations for global growth, inflation and the risk of recession.
Cristina Alcaide, Managing Director in PineBridge’s Private Funds Group, talks about her career journey and experiences with breaking down biases with Mandy Adamou, Head of Consultant Relations, EMEA.
In this episode, Omar Slim, senior portfolio manager, fixed income, explains Asia's burgeoning hard currency investment grade bond market, its unique features, and the dynamics driving returns. We also touch on the impact of Chinese policy shifts and how to navigate the market in a rising rate environment.
Head of Asia ex Japan Fixed Income Arthur Lau shares a veteran investor's perspective of the Asia high yield market. We discuss why the asset class can't be ignored, the importance of the Chinese property sector, opportunities for patient investors, the secret behind his team’s zero-default track record, and more.
Hosted by Aurelia Sax, deputy head of client services, EMEA.
Portfolio Manager Caroline Loke discusses opportunities in Asia ex Japan equities in 2022, valuations, secular trends, and the red-hot IPO market in some parts of Asia.
Following COP26, it’s clear that the road to 2050 is long and that emerging markets are essential for reaching net-zero.
We discuss our outlook for the post-pandemic recovery, growth, and asset allocation, and why we expect ESG to dominate the agenda in 2022.
We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.
Investors are watching the interplay of policy and macroeconomic themes as they look to the end of 2021 and beyond. PineBridge Chief Economist Markus Schomer and Deputy Head of Client Services Aurelia Sax discuss the key factors driving markets as we begin to envision a post-pandemic world.
We discuss our expectations for emerging and developed markets debt in the light of the corona virus crisis, and the impact of the monetary and fiscal policy stimulus on the markets.
Emerging market debt is more than just the oft-told yield story, with global investors increasingly recognizing its diversification benefits and lower volatility. We explain why we’re constructive on prospects for EM fixed income.
Siddhartha Singh, Investment Director and Managing Director of Asia Equities, discusses megatrends in Asia, including automation, outsourcing, and urbanization – and how they’re driving prospects for the region's equities.
What’s ahead for Asian fixed income markets amid China-led growth and steady credit fundamentals? PineBridge Chief Economist Markus Schomer and Co-head of Emerging Markets Fixed Income Arthur Lau discuss how these dynamics could influence the bond markets, in particular.
John Bates, head of emerging markets credit research and co-chair of the ESG Investment Committee at PineBridge, discusses the historical context of ESG adoption and shares his outlook on the evolution of ESG considerations in 2021.
Markus Schomer, PineBridge’s Chief Economist, and John Yovanovic, Head of High Yield Portfolio Management, talk about their expectations for the markets in the light of the US election outcome , what they expect the Fed might do - and how it is likely to impact the bond market in particular.
The exchange and comparison of macro and market views in this conversation provides a great insight into how sharing of top-down and bottom-up perspectives results in an enhanced economic analysis at PineBridge.
Markus Schomer, Chief Economist at PineBridge Investments, explores the US elections in the context of PineBridge’s macro framework, including potential policy change that may result and highlights economic indicators investors may wish to focus on.
Hosted by Aurelia Sax, Deputy Head of Client Services, EMEA.