PineBridge Investments Insights Podcast

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

PineBridge Investments


    • May 22, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 17m AVG DURATION
    • 39 EPISODES


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    Latest episodes from PineBridge Investments Insights Podcast

    Beyond Peak Uncertainty: Rethinking the US Exceptionalism

    Play Episode Listen Later May 22, 2025 9:45


    We discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.

    Equities Podcast: Positioning in Healthcare Amid Tariff Turmoil

    Play Episode Listen Later Apr 24, 2025 10:57


    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.

    The fork in the Road US Exceptionalism, Fed Folicy and the Dollar's Next Move

    Play Episode Listen Later Apr 17, 2025 15:31


    We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.

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

    Play Episode Listen Later Mar 24, 2025 10:11


    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

    Play Episode Listen Later Mar 18, 2025 8:21


    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

    Play Episode Listen Later Mar 14, 2025 16:22


    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.

    Play Episode Listen Later Feb 26, 2025 14:40


    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

    Play Episode Listen Later Feb 3, 2025 9:46


    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

    Play Episode Listen Later Jan 15, 2025 8:54


    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.

    Navigating Macro Trends Impacting the Future of Commercial Real Estate

    Play Episode Listen Later Nov 21, 2024 29:51


    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

    Play Episode Listen Later Oct 22, 2024 24:52


    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)

    Play Episode Listen Later Aug 6, 2024 32:04


    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.

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

    Play Episode Listen Later Aug 5, 2024 6:10


    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.

    ‘Alternative' Views: Key Themes Driving Valuations Today (Part 1)

    Play Episode Listen Later Aug 2, 2024 27:57


    An Insurer's Guide to Private Credit Investment

    Play Episode Listen Later Aug 2, 2024 40:53


    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.

    Managing the ‘Bad Breadth' of Equity Markets Part 2

    Play Episode Listen Later Apr 29, 2024 5:57


    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.

    Managing the ‘Bad Breadth' of Equity Markets Part 1

    Play Episode Listen Later Apr 29, 2024 6:41


    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.

    Inspiring Inclusion

    Play Episode Listen Later Mar 12, 2024 10:25


    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.

    Pride Month 2023 – Embracing a culture of visibility and inclusivity

    Play Episode Listen Later Jul 10, 2023 19:25


    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.

    International Women's Day 2023 - Embracing Equity

    Play Episode Listen Later Mar 6, 2023 17:26


    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.

    Emerging Markets Macro and Markets: The Year of Carry

    Play Episode Listen Later Jan 24, 2023 15:33


    Distinguishing Signals From Noise: Implications of the New Cycle for Investors

    Play Episode Listen Later Nov 10, 2022 15:47


    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. 

    Attracting Women to Work in Real Estate Investing

    Play Episode Listen Later Jul 15, 2022 20:07


    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. 

    2022 Midyear Emerging Markets Debt Outlook: Macro and Markets

    Play Episode Listen Later Jul 5, 2022 26:49


    We discuss our outlook for emerging markets vis-à-vis developed economies, covering our expectations for global growth, inflation and the risk of recession.

    Breaking the Bias

    Play Episode Listen Later Mar 3, 2022 14:15


    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.

    What Drives Asia Investment Grade Bonds?

    Play Episode Listen Later Feb 11, 2022 16:36


    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.

    How to Find Winners in Asia High Yield

    Play Episode Listen Later Jan 7, 2022 14:10


    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.

    Opportunities in Asia All Caps in the Year of the Tiger

    Play Episode Listen Later Dec 10, 2021 7:55


    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.

    COP26 - Key Takeaways

    Play Episode Listen Later Nov 12, 2021 29:55


    Following COP26, it's clear that the road to 2050 is long and that emerging markets are essential for reaching net-zero.

    Outlook 2022: Growth and Opportunities as ESG Drives the Agenda

    Play Episode Listen Later Oct 28, 2021 24:54


    We discuss our outlook for the post-pandemic recovery, growth, and asset allocation, and why we expect ESG to dominate the agenda in 2022. 

    What is Driving Credit Markets?

    Play Episode Listen Later Sep 16, 2021 18:04


    We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.

    2021 Midyear Economic Outlook

    Play Episode Listen Later Jul 2, 2021 27:15 Transcription Available


    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.

    Emerging Markets Debt: Macro and Markets

    Play Episode Listen Later Apr 30, 2021 28:45 Transcription Available


    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 Markets Debt - Not Just for the Yield-Seekers

    Play Episode Listen Later Apr 14, 2021 6:23


    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.

    Asia Megatrends

    Play Episode Listen Later Mar 16, 2021 7:40


    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.

    Asia – Macro and Markets in 2021

    Play Episode Listen Later Jan 28, 2021 30:31


    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. 

    ESG Outlook: Past, Present, and Future

    Play Episode Listen Later Dec 16, 2020 13:44


    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.

    2021 Macro and Market Outlook

    Play Episode Listen Later Nov 18, 2020 29:04


    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. 

    US Elections and the Markets

    Play Episode Listen Later Oct 26, 2020 17:24


    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.

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