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...

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.&n...

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.

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...

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 fut...

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

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...

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 regulato...

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.

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, ...

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 i...

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 a...

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 ...

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 p...

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 Oversi...

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 shif...

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 inves...

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.