PineBridge Investments Insights Podcast
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
Podcasting since 2020 • 27 episodes
PineBridge Investments Insights Podcast
Latest Episodes
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 cha...
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10:57
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.
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15:31
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.
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10:11
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.&n...
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8:21