PineBridge Investments Insights Podcast

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.

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.

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.