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 • 31 episodes
PineBridge Investments Insights Podcast
Latest Episodes
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?
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12:19
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.
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35:54
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.
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12:29
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.
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9:45
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