Wed, 11 Mar 2026 09:31:16 -0400 https://www.pinebridge.com en-us © 2026 PineBridge Investments yes d5836bf9-38a8-5d86-976d-1a346fbe1426 PineBridge Investments episodic false PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

]]> Buzzsprout (https://www.buzzsprout.com) Asset Management, Fixed Income, Economy, Equities, Multi-Asset, Markets, Investing, Investments PineBridge Investments https://storage.buzzsprout.com/ctp4n0xx5sv3byam32bf4phfjavn?.jpg https://www.pinebridge.com Japan’s Reflation Experiment: BoJ Hikes, Weak Technicals, and Yen Upside 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 explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.

]]> PineBridge Investments Buzzsprout-18824276 Wed, 11 Mar 2026 09:00:00 -0400 955 full false From Bubble Talk to Sequencing: 2025 Takeaways for 2026 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-18480616 Fri, 09 Jan 2026 13:00:00 -0500 1301 full false AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-18319392 Tue, 09 Dec 2025 09:00:00 -0500 1431 full false The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals 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 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.

]]> PineBridge Investments Buzzsprout-18218778 Wed, 19 Nov 2025 15:00:00 -0500 730 full false Front-Loaded Fed: Why Fewer Cuts and a Stronger Dollar Are in Sight 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 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.

]]> PineBridge Investments Buzzsprout-18062695 Fri, 24 Oct 2025 09:00:00 -0400 617 full false Sliding Doors: The Fed’s Rate Cut Dilemma and the 10-Year Tug of War We explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.

]]> We explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.

]]> PineBridge Investments Buzzsprout-17905341 Fri, 26 Sep 2025 09:00:00 -0400 621 full false Rates, Revisions, and the Dollar: Navigating the Fed’s Soft Landing 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-17774503 Tue, 02 Sep 2025 13:00:00 -0400 791 full false Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy 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 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?

]]> PineBridge Investments Buzzsprout-17527019 Mon, 21 Jul 2025 09:00:00 -0400 739 full false EM Debt Outlook: From East to West We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.

]]> We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.

]]> PineBridge Investments Buzzsprout-17429946 Thu, 03 Jul 2025 09:00:00 -0400 2154 full false From Policy Fog to Yield Clarity: A Mid-Year Market Check-In We discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest. 

]]> We discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest. 

]]> PineBridge Investments Buzzsprout-17331405 Mon, 16 Jun 2025 10:00:00 -0400 749 full false Beyond Peak Uncertainty: Rethinking the US Exceptionalism We discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.

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

]]> PineBridge Investments Buzzsprout-17209185 Thu, 22 May 2025 09:00:00 -0400 585 full false Equities Podcast: Positioning in Healthcare Amid Tariff Turmoil 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-17037116 Thu, 24 Apr 2025 10:00:00 -0400 657 full false The Fork in the Road US Exceptionalism, Fed Policy and the Dollar’s Next Move We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.

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

]]> PineBridge Investments Buzzsprout-16995786 Thu, 17 Apr 2025 10:00:00 -0400 931 full false A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-16849673 Mon, 24 Mar 2025 16:00:00 -0400 611 full false Podcast: Riding Out Equity Market Volatility in a New Policy Regime 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-16816559 Tue, 18 Mar 2025 13:00:00 -0400 501 full false Tariff Wars Credit Opportunities Amidst the Stagflationary Shock We discuss recent developments in the tariff wars and how their impact makes credit selection critical.

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

]]> PineBridge Investments Buzzsprout-16791988 Fri, 14 Mar 2025 10:00:00 -0400 982 full false AI, Productivity, and the Long-term Ramifications for King Dollar. 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'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.

]]> PineBridge Investments Buzzsprout-16693691 Tue, 25 Feb 2025 19:00:00 -0500 880 full false Navigating Rates, Inflation, and FX: Uncertainty by Design 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.

]]> 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 Buzzsprout-16554941 Mon, 03 Feb 2025 13:00:00 -0500 586 full false Equity Podcast: Tech, Trade, and Tariffs in 2025 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-16443442 Wed, 15 Jan 2025 12:00:00 -0500 534 full false Navigating Macro Trends Impacting the Future of Commercial Real Estate 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-16148459 Thu, 21 Nov 2024 14:00:00 -0500 1791 full false Why EM Bonds Could Address the Challenges Posed by a Lower Yield Environment Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.

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

]]> PineBridge Investments Buzzsprout-15971473 Tue, 22 Oct 2024 14:00:00 -0400 1492 full false ‘Alternative’ Views: The Case for a Mid-Market Focus and Lessons Learned Along the Way (Part 2) 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-15540984 Tue, 13 Aug 2024 09:00:00 -0400 1924 full false The Fed Holds Rates Steady (For Now): What It Means for Credit Markets and Inflation 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-15534308 Mon, 05 Aug 2024 14:00:00 -0400 370 full false ‘Alternative’ Views: Key Themes Driving Valuations Today (Part 1) PineBridge Investments Buzzsprout-15520436 Fri, 02 Aug 2024 11:00:00 -0400 1677 full false An Insurer’s Guide to Private Credit Investment 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-15324387 Fri, 02 Aug 2024 11:00:00 -0400 2453 full false Celebrating Pride – Embracing a Culture of Visibility and Inclusivity To mark Pride Month, members of PineBridge’s LGBTQ+ & Allies Network 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.

]]> To mark Pride Month, members of PineBridge’s LGBTQ+ & Allies Network 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.

]]> PineBridge Investments Buzzsprout-13193889 Mon, 10 Jun 2024 10:00:00 -0400 1165 2 4 full false Managing the ‘Bad Breadth’ of Equity Markets Part 2 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-14975749 Mon, 29 Apr 2024 11:00:00 -0400 357 full false Managing the ‘Bad Breadth’ of Equity Markets Part 1 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-14975721 Mon, 29 Apr 2024 11:00:00 -0400 401 full false Inspiring Inclusion 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-14675943 Tue, 12 Mar 2024 09:00:00 -0400 625 2 6 full false International Women’s Day 2023 - Embracing Equity 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-12384555 Mon, 06 Mar 2023 10:00:00 -0500 1046 2 3 full false Emerging Markets Macro and Markets: The Year of Carry PineBridge Investments Buzzsprout-12109724 Tue, 24 Jan 2023 11:00:00 -0500 933 2 2 full false Distinguishing Signals From Noise: Implications of the New Cycle for Investors 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-11669867 Thu, 10 Nov 2022 10:00:00 -0500 947 2 1 full false Attracting Women to Work in Real Estate Investing 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. 

]]> 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. 

]]> PineBridge Investments Buzzsprout-10967585 Fri, 15 Jul 2022 11:00:00 -0400 1207 1 17 full false What Drives Asia Investment Grade Bonds? 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-10057472 Fri, 11 Feb 2022 13:00:00 -0500 996 1 14 full false How to Find Winners in Asia High Yield 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-9847992 Fri, 07 Jan 2022 14:00:00 -0500 850 1 13 full false What is Driving Credit Markets? We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.

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

]]> PineBridge Investments Buzzsprout-9207522 Thu, 16 Sep 2021 13:00:00 -0400 1084 1 9 full false Emerging Markets Debt - Not Just for the Yield-Seekers 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.

]]> 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.

]]> PineBridge Investments Buzzsprout-8336035 Wed, 14 Apr 2021 15:00:00 -0400 383 1 6 full false