Shows
PineBridge Investments Insights PodcastFrom Bubble Talk to Sequencing: 2025 Takeaways for 2026We 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.
2026-01-0921 minPineBridge Investments Insights PodcastAI, Inflation, and the Debasement Trade - Real Estate in a Fragmented WorldMarc 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.
2025-12-0923 minPineBridge Investments Insights PodcastThe Bond Market That Didn’t Bark: Uncovering Hidden Market SignalsWe 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.
2025-11-1912 minPineBridge Investments Insights PodcastFront-Loaded Fed: Why Fewer Cuts and a Stronger Dollar Are in SightWe 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.
2025-10-2410 minPineBridge Investments Insights PodcastSliding Doors: The Fed’s Rate Cut Dilemma and the 10-Year Tug of WarWe explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.
2025-09-2610 minPineBridge Investments Insights PodcastRates, Revisions, and the Dollar: Navigating the Fed’s Soft LandingFrom 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.
2025-09-0213 min
Money Life with Chuck JaffePineBridge's Kelly: The AI revolution will drive the economy for the next decadeMichael Kelly, portfolio manager and global head of multi-asset at PineBridge Investments, says that the evolution boom in artificial intelligence is the kind of generational market event that only happens "once every 20 or 30 years." He says it will be "very meaningful and we believe very good not only for the economy but for the markets." He is optimistic that the increased productivity created by the AI revolution can help the economy grow its way out of the fiscal concerns over deficits and other issues that overhang the market. That said, he does see mild turbulence ahead, but without a m...
2025-08-121h 00PineBridge Investments Insights PodcastRates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary PolicyWe 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?
2025-07-2112 minPineBridge Investments Insights PodcastEM Debt Outlook: From East to WestWe discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.
2025-07-0335 minPineBridge Investments Insights PodcastFrom Policy Fog to Yield Clarity: A Mid-Year Market Check-InWe discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest.
2025-06-1612 minPineBridge Investments Insights PodcastBeyond Peak Uncertainty: Rethinking the US ExceptionalismWe discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.
2025-05-2209 min
Money and MeMoney and Me: From Cash Kings to Smart Allocators – Morningstar’s Best Fund Bets NowCash is no longer king — but where can discerning investors redeploy with confidence? Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches. We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts.
2025-05-1417 minPineBridge Investments Insights PodcastEquities Podcast: Positioning in Healthcare Amid Tariff TurmoilIn 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.
2025-04-2410 minPineBridge Investments Insights PodcastThe Fork in the Road US Exceptionalism, Fed Policy and the Dollar’s Next MoveWe unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.
2025-04-1715 minPineBridge Investments Insights PodcastA US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation ImpactAmid 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.
2025-03-2410 minPineBridge Investments Insights PodcastPodcast: Riding Out Equity Market Volatility in a New Policy RegimeWith 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.
2025-03-1808 minPineBridge Investments Insights PodcastTariff Wars Credit Opportunities Amidst the Stagflationary ShockWe discuss recent developments in the tariff wars and how their impact makes credit selection critical.
2025-03-1416 minPineBridge Investments Insights PodcastAI, 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.
2025-02-2614 minMoney Life with Chuck JaffePinebridge's Kelly: Buckle up and enjoy the rideMichael Kelly, portfolio manager and global head of multi-asset for PineBridge Investments, says the market is like Star Trek, "going into a world where no one's been before," seeing new technologies like artificial intelligence become dominant, observing changes in geo-political lines and watching profits continue a trend of being high but going higher as the United States keeps getting stronger relative to the rest of the world. As a result, so long as growth continues, "the markets will come through ... so keep the seatbelt on and enjoy the ride." Author Tim Falconer discusses his new book, "Windfall: Viola MacMillan...
2025-02-1955 minPineBridge Investments Insights PodcastNavigating Rates, Inflation, and FX: Uncertainty by DesignWe 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.
2025-02-0309 minPineBridge Investments Insights PodcastEquity Podcast: Tech, Trade, and Tariffs in 2025PineBridge 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.
2025-01-1508 min
FICC FocusPineBridge’s Oh on Favorable Credit Environment: Credit CrunchIncoming pro-growth policy, while inflationary in nature, could result in a strong credit environment in the eyes of PineBridge Investments’ Global Head of Credit, Steven Oh. Oh joins Bloomberg Intelligence corporate credit strategists Noel Hebert and Sam Geier on this episode of Credit Crunch to walk through various macroeconomic pathways. The conversation touches on central-bank policy expectations and the geopolitical climate, before diving into portfolio composition, sector exposures and the current default landscape.
2025-01-101h 03PineBridge Investments Insights PodcastBloomberg’s “The Credit Edge” Podcast: Jeremy Burton discusses how supply limitations will impact credit markets in 2025 and beyondSwelling demand for limited supply of corporate bonds and loans could spell trouble for credit markets, according to PineBridge Investments. “The thing that gives me a lot of pause right now — and some concern — is the lack of net new supply versus the amount of demand out there,” said Jeremy Burton, the firm’s portfolio manager for US high yield and leveraged loans. “That leads to the risk that the market as a whole will make subpar credit decisions,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Jody Lurie, in the latest Credit Edge podcast. Burton and Lurie...
2024-12-1750 min
The Credit Edge by Bloomberg IntelligencePineBridge Fears Credit Calamity as Demand BalloonsSwelling demand for limited supply of corporate bonds and loans could spell trouble for credit markets, according to PineBridge Investments. “The thing that gives me a lot of pause right now — and some concern — is the lack of net new supply versus the amount of demand out there,” said Jeremy Burton, the firm’s portfolio manager for US high yield and leveraged loans. “That leads to the risk that the market as a whole will make subpar credit decisions,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Jody Lurie, in the latest Credit Edge podcast. Burton and Lurie...
2024-12-1249 min
吳淡如人生實用商學院EP1774【吳淡如Ｘ鄭筑文】全球進入降息循環週期 投資人該如何布局？全球進入降息循環週期 投資人該如何布局？
隨著2024上半年的結束，全球央行陸續進入降息循環，許多投資人和經濟學家預測，全球通膨放緩、物價已受控制，預計全球主要央行將在接下來這一年開始接連降息；隨著降息議題，寬鬆循環似乎有望於下半年加速發酵。
這集邀請柏瑞投信投資策略部協理鄭筑文，來分析降息期間的投資策略建議，如何在全球進入降息循環週期時做出明智的投資決策。
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選股不從眾，表現更出眾
柏瑞投信即日起推出穩定月配級別產品
快上網搜尋 柏瑞重點股票
https://www.pinebridge.com.tw/Home/index
#投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書
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2024-11-2823 minPineBridge Investments Insights PodcastNavigating Macro Trends Impacting the Future of Commercial Real EstateTaken 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.
2024-11-2129 min
Next Round30| Canada and Trump with Former Foreign Minister John BairdYou’ve seen the reaction to Trump’s win this side of the Atlantic, but what about Canada? We’re honoured this week to be joined by John Baird, former Foreign Minister of Canada and Senior Advisor at Eurasia Group. We discuss the fallout to the Trump win, why Kamala lost, and how countries can deal with the new administration. We also touch on other foreign policy issues including the war in Ukraine. Biography: John Baird is a Senior Advisor at Bennett Jones LLP and a former Senior Cabinet Minister in the Go...
2024-11-0740 minPineBridge Investments Insights PodcastWhy EM Bonds Could Address the Challenges Posed by a Lower Yield EnvironmentGiven the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.
2024-10-2224 min
VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family OfficePE10X - How Does Private Equity Work? - Justin Pollack, Managing Director, PineBridge InvestmentsJustin Pollack is the Managing Director, Private Funds Group at PineBridge Investments. PineBridge Investments is a private equity firm managing over $150 billion in AUM. Justin is responsible for oversight of the global investment program of the Private Funds Group.
In this episode, we talk about -
- What is private equity?
- What are the different types of deals that private equity firms do?
- How different is private equity from venture capital?
- How do PE firms evaluate businesses?
- What are leveraged buyouts?
...
2024-09-261h 07
Career FootprintsNaz Sachedina: From structured finance associate to director in asset managementReed Smith alum, Naz Sachedina, shares her journey from qualifying as a lawyer at Reed Smith to her current role as a director at WisdomTree Asset Management. Naz discusses her diverse experiences at Reed Smith, including two secondments, and how these shaped her career. Naz also offers valuable insights on transitioning from private practice to in-house roles and the skills needed for success in the legal industry.
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Transcript:
Intro: Welcome to the Reed Smith podcast, Career Footprints. In each episode of Career Footprints, we'll ask our guest, a Reed Smith alum, to s...
2024-09-1727 min
Forward GuidanceStructured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6Laila Kollmorgen, Portfolio Manager, CLO Tranche for Pinebridge Investments, joins Jack for a Fireside Chat on Forward Guidance to discuss why collateralized loan obligations (CLOs) have rallied so much over the past two years as most of the fixed-income world has suffered enormously. Laila explains why she likes the structure of CLOs and why she thinks there will be an opportunity to be selective going forward as credit fundamentals begin to soften and valuations have increased. This interview is a Fireside Chat and paid sponsorship on behalf of the VanEck Associates Corporation.__Follow VanEck on...
2024-09-111h 21
Bloomberg Daybreak América LatinaCrudo al alza por tensión en Medio Oriente; Entrevista con Monticello de PinebridgeEl petróleo sube después de que Israel bombardeara objetivos de Hizbulá en el sur del Líbano en lo que calificó de ataque preventivo; Elliott es el principal licitador de Citgo Petroleum; Fundador de Telegram detenido en Francia; Entrevista con Kathleen Monticello, analista de crédito de Pinebridge Investments, comenta los efectos en América Latina de los programas económicos de los candidatos presidenciales de EE.UU.Para visitar nuestra nueva página en LinkedIn: https://www.linkedin.com/company/bloomberg-en-espanol/Más de Bloomberg en EspañolNewsletter Cinco cosas: https://tri...
2024-08-2605 minMoney Life with Chuck JaffePineBridge's Kelly: Odds of a hard landing are now 'a coin toss'Michael Kelly, global head of multi-asset at PineBridge Investments, says that the stock market had priced in a soft landing before the recent, temporary spike in volatility, but that action made investors realize that the potential for a hard landing is on the rise, even with Federal Reserve rate cuts on the way. Either way, Kelly says the long-term trend for the market will be positive, but he cautions that where markets go up during soft landings, investors get punished by hard landings until the bottom is reached, so he suggested caution while watching the Fed try to pull...
2024-08-2057 minPineBridge Investments Insights Podcast‘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.
2024-08-1332 minPineBridge Investments Insights PodcastThe Fed Holds Rates Steady (For Now): What It Means for Credit Markets and InflationWe 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.
2024-08-0506 minPineBridge Investments Insights PodcastAn Insurer’s Guide to Private Credit InvestmentJoin 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.
2024-08-0240 minPineBridge Investments Insights Podcast‘Alternative’ Views: Key Themes Driving Valuations Today (Part 1)
2024-08-0227 min
10X Capital PodcastE77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment ThesisJustin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.
(0:00) Introduction to Justin Pollack's investment philosophy and Pine Bridge Investments
(3:07) Growth and advantages of private equity
(4:39) Secondary market insights and opaqueness as a feature
(10:26) Differentiation and structural tools in secondary buying
(15:33) Downside protection and gamification of IRR in secondary investments
(19:12) Fund of funds, emerging managers, and fund size impacts
(22:47) Competitive dynamics, large check advantages, and fees
(26:18) Venture strategy and evaluating spinouts fr...
2024-07-1634 min
How I Invest with David WeisburdE77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment ThesisJustin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.
(1:12) Introduction of Justin Pollack and PineBridge Investments
(1:55) Evolution and growth of the private equity market
(4:39) Secondary market dynamics
(12:02) Differentiating strategies in secondary investing
(15:33) Emphasis on downside protection in secondary markets
(19:12) Fund of funds and emerging manager strategies
(22:29) Adapting private equity strategies to fund growth
(26:18) PineBridge's approach to venture capital
(27:26) Evaluating spinouts
(30:31) Identifying traits of top-performing fund managers
(34:05) Closing remarks
2024-07-1634 min
Octus RadioInsights with Jeremy Burton of PineBridge InvestmentsThis week on The Reorg Primary View, host Katherine Schwartz sits down with Jeremy Burton, a portfolio manager on the leveraged finance team at PineBridge. Together, they delve into the current mood of the high-yield and leveraged loan markets this summer. Key topics include the impact of the upcoming election on new-money issuance, the rise of liability management exercises, and the effects of dividend recaps. Burton, who manages both high-yield bond and leveraged loan portfolios, provides valuable insights into the nuances between these two markets and current investor appetites.
Additionally, we bring you our weekly summary of notable developments in...
2024-07-1531 minPineBridge Investments Insights PodcastCelebrating Pride – Embracing a Culture of Visibility and InclusivityTo 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.
2024-06-1019 min
EdUp CanadaWhat policies does Canada need to set its students up for success with the Honourable John R. BairdIn this episode of the EdUp Canada podcast, host Michael Sangster talks with John Baird, former cabinet minister and senior member of the Conservative Party of Canada. They discuss the evolving demands of the labor market, the impact of geopolitics on large companies, and the importance of private delivery of education to meet labor needs. The conversation delves into personal anecdotes from Baird's political career and his perspectives on the current political landscape, including his thoughts on Pierre Poilievre's potential as a future Prime Minister. Baird also shares insights into his current roles in corporate Canada and reflects on...
2024-05-2224 min
Bloomberg Daybreak: Asia EditionByteDance Files TikTok Suit, US Pulls Huawei Export LicensesFeaturing: Sarah Zheng, Bloomberg China Tech reporter, on ByteDance's lawsuit over US divest-or-ban TikTok law. Dan Flatley, Bloomberg National Security Reporter, with the latest on Israel's Rafah operation. Omar Slim, Co-Head of Asia Fixed Income at PineBridge Investments, shares his market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.
2024-05-0823 minPineBridge Investments Insights PodcastManaging the ‘Bad Breadth’ of Equity Markets Part 2In 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.
2024-04-2905 minPineBridge Investments Insights PodcastManaging the ‘Bad Breadth’ of Equity Markets Part 1Rob 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.
2024-04-2906 min
RiskReversal PodIs This Peak Goldilocks? + A Conversation with Drew McKnight of Fortress Investment GroupDan Nathan, Guy Adami and Liz Young discuss the state of the consumer through clothing and apparel brands (5:00), Boeing CEO stepping down at end of 2024 (12:00), sector divergence (18:00), rates & dollar/yen (21:00), semiconductors (25:00), small caps (27:45), Goldman calls for commodities rally (31:30), investing in banks (34:00), Cintas & economic data this week (37:00). Later, Dan & Guy are joined by Kaitlin Malin, COO of iConnections, to interview Drew McKnight co-CEO of Fortress to discuss private credit (46:30), areas of opportunity (48:00), the bond market (50:00), regional banks impact on private credit (51:00), the banking sector (54:30), credit cycles (57:00), rates (1:04:00), Fortress enters multi-manager space with PineBridge platform (1:05:00), the c...
2024-03-251h 12
The Afternoon Update with Lynlee FooMoney in the Market: Is it worth considering Asia investment grade credit as a standalone asset class?Asia investment grade credit may set to benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from increasing investor interest. While markets are still divided on how severe the slowdown will be in the United States, Asia's economic cycle has diverged from developed markets. And this backdrop bodes well for Asia IG bonds, creating attractive opportunities. On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex-Japan Fixed Income at PineBridge Investments, to find out more about the opportunities Asia IG bonds can bring.
2024-03-1510 min
AsianInvestor - Knowledge HubAsia Pacific investment grade credit: time to make it a core allocationAsia investment grade (IG) credit should benefit from both the end of the US hiking cycle and potential global economic slowdown, with structural demand likely from burgeoning investor interest, explains Omar Slim, co-head of Asia ex-Japan fixed income at PineBridge Investments.
2024-03-1405 minPineBridge Investments Insights PodcastInspiring InclusionPetra 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.
2024-03-1210 minMoney Life with Chuck JaffePineBridge's Kelly: Yes, this is that rare soft landingMichael Kelly, global head of multi-asset at PineBridge Investments, says that the Federal Reserve seems to have pulled off the rare soft landing, and that portends good things ahead because previous soft landings -- in 1964, 1984 and 1994 -- the markets mostly rewarded investors who invested "as if it was late cycle," where growth funds tend to lead the way. Kelly does think the market has gotten a bit ahead of itself, but still thinks the year should be positive; he also notes that investors will want to add to the fixed income side of their portfolios, and he currently likes...
2024-01-301h 01
AsianInvestor - Knowledge Hub2024 Asia ex Japan fixed income outlook: staying selective amid compelling alpha opportunitiesStrong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed income, Omar Slim and Andy Suen, share their convictions for Asia investment grade and high yield this year.
2024-01-2204 min
The Afternoon Update with Lynlee FooMoney in the Market: Are future rate cuts ideal for bond investors?The final quarter of 2023 saw a rally in seemingly everything, which caught most investors off-guard, especially in fixed income markets. The US 10 year Treasury yield had peaked near 5% back in October, before falling to around 3.9% by the end of 2023. Some investors hope that the momentum from the fourth quarter of 2023 will accelerate in the new year. So is the bond market poised to skyrocket in 2024? On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex-Japan of Fixed Income at PineBridge Investments, to find out more about the outlook of fixed income markets in 2024.
2024-01-1611 min
Sports Explains the WorldThe Mighty Bucks | Part lllIn part three of The Mighty Bucks, the Pinebridge Bucks try to weather the storms of a losing season, dwindling ticket sales and a steep drop in team morale. But the Buck's survival is crucial to the health of all of professional hockey, whether the owner Robert Bailey knows it or not. Could a new coach mean a fresh start for the fledgling team? Reporters Sean and Louise Flynn examine the impact of the small but mighty team hailing from deep in the Blue Ridge Mountains.Listen to Sports Explains the World on the...
2024-01-1051 minSports Explains the WorldThe Mighty Bucks | Part llIn part two of The Mighty Bucks, the town of Spruce Pine falls in love with the Pinebridge Bucks, even if the stands are full of novice hockey fans. The Bucks players become local celebrities around Spruce Pine, as the Bucks represent a first step and even a last hope for NHL prospects. The financial realities of fielding a professional sports team prove to be tricky, and are complicated even more by a mysterious religious cult that tries to lay claim to Robert Bailey's business.Listen to Sports Explains the World on the Wondery...
2024-01-1045 minSports Explains the WorldThe Mighty Bucks | Part lIn 1983, Spruce Pine, North Carolina set a record for the smallest town to ever have a professional sports team, a record that remains intact to this day. In an act of perseverance and blind ambition, a remote town of only 2,000 residents ended up with a 5,000-seat hockey stadium. In part one of The Mighty Bucks, reporters Sean and Louise Flynn introduce us to Robert Bailey, a starry-eyed stove maker who knew nothing about hockey, but battled the elements and mixed expectations to build the Pinebridge Bucks.Listen to Sports Explains the World on the...
2024-01-0337 min
Successful InvestorsKatherine Molnar (Fairfax County Police Officers Retirement System) "Diversification 101"Intellectual curiosity is a guiding principle for Katherine Molnar, CIO at Fairfax County Police Officers Retirement System (PORS). Katherine began investing as a teenager with the money she earned from summer jobs. She regularly questioned the critical elements of investing and often explored deep technical details in search of an answer. Eagerness for knowledge is a through line in Katherine's career, motivating her to find innovative methods to strengthen portfolios. Prior to working at Fairfax County PORS, Katherine spent a decade at AIG Investments (later Pinebridge Investments) where she became deeply acquainted with hedge funds and how...
2023-10-121h 02
AsianInvestor - Knowledge HubGlobal equities: Thinking outside the box for more breadth and sustained alphaThe answer to the long-running debate between growth and value, is not either or, but in using both inputs to navigate shifts and volatility across market cycles, says Rob Hinchliffe, portfolio manager, head of global sector cluster research at PineBridge Investments.
2023-09-1906 min
The Afternoon Update with Lynlee FooMoney in the Market: Is it a good time to load up on investment-grade corporate bonds or high yield bonds?A bond market signal that has shown warning signs for months suggests an economic recession could still be on the horizon. According to data from Bloomberg, the 10-year and 3-month yield curve has been inverted for 212 straight trading days. This is a record that just surpassed the 1980 inversion and is now the longest stretch since at least 1962. The yield curve inverts when short-dated Treasuries offer a higher yield than longer-term Treasuries, a market anomaly that typically suggests a period of economic weakness is imminent. A significant number of bond strategists polled...
2023-09-1513 minFICC FocusGreen Shoots Are Sprouting in Emerging Market Debt: EM LensGreen shoots are forming in emerging market debt as growth slows, inflation eases and the geopolitical climate turns more market friendly. In this month’s EM Lens & Look-Through podcast, Ilke Pienaar, Head of Emerging Market Fixed Income Sovereign Research at PineBridge Investments, joins Chief EM Fixed Income Strategist Damian Sassower to deliver her mid-year outlook on EM credit. She discusses the firm's key convictions across EM, with Asia high yield exhibiting improved fundamentals and attractive valuations.
2023-07-2119 min
The Afternoon Update with Lynlee FooMoney in the Market: Will Asian bonds continue to be a sweet spot?Inflation across the Asian region has been relatively well contained as compared to developed-world counterparts, and such an improving macro backdrop is proving well for Asian investment grade credit. So what lies ahead in Asia’s fixed income markets? And where are the biggest opportunities within fixed income that may see robust returns? On Money in the Market, Hongbin Jeong speaks to Omar Slim, Co-Head of Asia ex Japan Fixed Income, PineBridge Investments, to find out more.See omnystudio.com/listener for privacy information.
2023-07-1910 minMoney Life with Chuck JaffePineBridge's Kelly: Market is about to give up this year's gainsMichael Kelly, global head of multi-asset at PineBridge Investments, says he expects the market 'to reverse the gains we have had year to date' and suggests investors will be better off in cash riding out the downturn, which he thinks will be stubborn and persistent even if the downdraft is not exceptionally steep. In the Market Call, Nancy Prial, co-chief executive officer at Essex Investment Management, says that small-cap stocks are already discounting a recession, setting up 'a generational opportunity' for smaller companies to play catch up and outperform over the next two to five years. Plus, Tom Lydon...
2023-06-0857 min
The Afternoon Update with Lynlee FooMoney in the Market: How should investors be better positioning themselves for better returnsWith the continuous rate hikes from the US Fed added with the recent banking crisis, financial markets have fallen into more uncertainty. So how should investors be better positioning themselves for better returns? And what’s the outlook for global equities? On Money in the Market, Hongbin Jeong speaks to Michael Kelly, Global Head of Multi-Asset, PineBridge Investments to find out more. Highlights:02:13 - Would a potential pause in rate hikes help ease the banking turmoil? 02:55 - Should investors still be looking into adding banking shares into their por...
2023-05-1510 min
Girls Into VC PodcastS1E6: From Leading a Venture Firm, to Harnessing AI, to Unlocking Resources for Under-Represented Founders with Jacques-Philippe Piverger (Goodlight Capital) | Girls Into VCOn this podcast Girls Into VC welcomes Jacques-Philippe Piverger to talk about his experiences from leading a venture firm, to harnessing AI, to unlocking resources for under-represented founders.Jacques-Philippe Piverger is an experienced entrepreneur and investor who harnesses the power of business and philanthropy to effect change where it is needed most around the world. Prior to founding GoodLight Capital, he was co-founder & Managing Partner at OzoneX Ventures. Before OzoneX, he was a Director at PineBridge Investments and AIG Investments where he participated in directing over $10 billion of venture capital, private equity, hedge fund, and real estate transactions g...
2023-04-1234 minPineBridge Investments Insights PodcastInternational Women’s Day 2023 - Embracing EquityWelcome 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.
2023-03-0617 min
The HPScastPatrick McGinnis - Managing Partner of Dirigo Advisors, Creator & Host of FOMO SapiensOn this week’s episode, host Colbert Cannon sits down with Patrick McGinnis, a venture capitalist, podcast host and international best-selling author who, in 2004, coined the popular term FOMO, or fear of missing out. We hear the origin story of the phrase, which Patrick first started using amongst friends at Harvard Business School after suffering from an extreme bout of it in the choice-rich environment. He tells us how that mentality led him to reevaluate how we make decisions more effectively. We also hear how Patrick weathered the 2008 financial crisis at AIG before joining its investing arm spinoff PineBridge In...
2023-02-0123 min2023-01-2415 minMoney Life with Chuck JaffePinebridge's Kelly: With no easy fixes, this economy will struggle well into '23Michael Kelly, portfolio manager and global head of multi-asset at PineBridge Investments, says that investors should expect volatile choppy markets -- moving sideways at best -- while the economy pivots away from the rising inflation and interest rate trend, but that investors shouldn't expect much good news until at least May of 2023. Kelly says that he expects China to pivot on some of its policies early in 2023, which will make its economy and stock market the only market with higher cash flows and an easier central bank come springtime, encouraging investment there while the rest of the world markets a...
2022-12-011h 00
The Straits Times PodcastsHow global equities fit into your style-neutral portfolio: BT PodcastsSynopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series. With global equities own more than 21 per cent in the first half of 2022 and fixed income assets having cratered this year on fears of rising interest rates, does global equity have a place in your portfolio? Correspondent Howie Lim finds out how to safeguard your wealth from Robert Hinchliffe, portfolio manager and head of global sector cluster research from PineBridge Investments. This episode is brought to you by PineBridge Investments. Highlights:
2022-11-1314 minPineBridge Investments Insights PodcastDistinguishing Signals From Noise: Implications of the New Cycle for InvestorsDo 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.
2022-11-1015 min
Blockchain EconomyGọi vốn thành công trong thị trường downtrend | Nhân Trần & Artie Lopez | BE EP12Đông Nam Á là một trong những khu vực có dân số tăng trưởng nhanh nhất thế giới. Theo một báo cáo của Pinebridge Investments, có khoảng 700 triệu dân tại Đông Nam Á và gần 70% trong đó là người dùng Internet. Các thị trường sành công nghệ này mở ra cơ hội lớn cho cộng đồng khởi nghiệp trong lĩnh vực công nghệ, với hơn 1 tỷ Đô la được đầu tư vào các công nghệ mới nổi như crypto, blockchain and web3.
Với những tiềm năng này, c...
2022-11-0353 min
BT AcademyInvestTalk with James KerrIn this episode of InvestTalk, BT Investment Solutions’ Head of Asset Allocation and Portfolio manager of the Advance Diversified Funds, James Kerr, discusses the recent launch of the BT Multi Strategies Fund. James explains the role that it plays within the broader diversified portfolios, why the team decided now was the right time to launch the strategy and some insights on the underly managers within the fund - PineBridge and Bridgewater.
Disclaimer:
The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person wi...
2022-10-2013 min
Cloud 9finThe Fed, LBOs and a weird second quarter, with Jeremy Burton of PineBridge InvestmentsLabor Day beckons, which means it's nearly the end of summer — and it's been a weird one. As we try to make sense of yet another strange post-Covid season for credit markets, our US editor Will Caiger-Smith sits down with Jeremy Burton of PineBridge Investments to discuss the Fed, the LBO market and second quarter earnings.
2022-09-0126 min
Trends with BenefitsCLOs: "Too Big to Ignore" with Laila KollmorgenEd meets with Laila Kollmorgen, Portfolio Manager at PineBridge, to help you understand CLOs and their role in a portfolio.
2022-08-1639 minMoney Life with Chuck JaffePineBridge's Schomer sees an economy strong enough to hold off recessionMarkus Schomer, chief economist for PineBridge Investments, says in "The Big Interview" that he believes the U.S. economy can avoid recession, not just through the remainder of this year but into 2023 -- when many experts say recession will become official -- as well. Schomer says that people misunderstand the type of economy we're in and the type of inflation we are living through; he believes the Covid economy is still playing out, and that the supply-demand equation will find balance again, and soon enough to keep things rolling without a major market meltdown. That said, Schomer's optimism stood...
2022-08-0958 minPineBridge Investments Insights PodcastAttracting Women to Work in Real Estate InvestingKristen 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.
2022-07-1520 minPineBridge Investments Insights Podcast2022 Midyear Emerging Markets Debt Outlook: Macro and MarketsWe discuss our outlook for emerging markets vis-à-vis developed economies, covering our expectations for global growth, inflation and the risk of recession.
2022-07-0526 min
The Straits Times PodcastsAsia IG bonds resilient in rate-rising environment: BT PodcastsSynopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series. Bond investors are avoiding Asia's emerging markets as the region's resilience to the global inflation threat shows signs of cracking. But there are still opportunities in the Asia IG bond space as correspondent Howie Lim finds out from PineBridge Investments’ Omar Slim, who’s Managing Director, Portfolio Manager, Fixed Income there. This episode is brought to you by PineBridge Investments. Highlights of the conversation: 01:10 Performance of Asia IG market so far 02...
2022-07-0312 minPineBridge Investments Insights PodcastBreaking the BiasCristina Alcaide, Managing Director in PineBridge’s Private Funds Group, talks about her career journey and experiences with breaking down biases with Mandy Adamou, Head of Consultant Relations, EMEA.
2022-03-0314 minPineBridge Investments Insights PodcastWhat 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.
2022-02-1116 min
Private Equity Fast PitchSteven Costabile - PineBridge InvestmentsMr. Costabile joined the firm in 2000 and is the Global Head of PineBridge Investments' Private Funds Group. Mr. Costabile sits on the Management Committee for PineBridge Investments. Mr. Costabile's private equity investing and valuation experience date back to 1990. Previously, from 1997 to 2000, Mr. Costabile was a Vice President at Credit Suisse First Boston (CSFB) in the Private Funds Group. Prior to that, he was the Senior Investment Officer of Alternative Investments for the Commonwealth of Massachusetts and the Assistant Director of Venture Capital for the Commonwealth of Pennsylvania. In both positions, Mr. Costabile focused on private equity fund investments. He...
2022-01-2035 min
Women Power Podcast with Wafa AlobaidatGrowing Your Network And Navigating Tough Conversations In The Workplace With Kamar JafferIn this insightful episode with Kamar Jaffer, we take a walk down her adventurous life having lived in multiple countries and experienced different cultures that eventually led her to realizing her dreams and fueling her passion for asset management, building genuine connections with people and navigating networking in a way that serves her purpose and scales her career. Originally hailing from Tunisian and Pakistani and having lived in Casablanca, Abidjan and London and Paris, Kamr identifies more as a global citizen. Kamar is passionate about emerging markets and has, with senior industry experts, led podcasts and edited publications. Listen...
2022-01-1348 minPineBridge Investments Insights PodcastHow to Find Winners in Asia High YieldHead 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.
2022-01-0714 minPineBridge Investments Insights PodcastOpportunities in Asia All Caps in the Year of the TigerPortfolio 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.
2021-12-1007 min
Tracxn's Weekly Deals Roundup | India TechNov 22, 2021 - Route Mobile raised $116.7 million, Immrse got acquired by MindlerWelcome back to India Tech Weekly Deals Roundup, a weekly podcast by Tracxn for key startup deals in India from last week. In this edition, we will cover funding rounds of Route Mobile, Purplle, Velocity, and more. In exits, we will cover the acquisition of Immrse by Mindler and the IPO by Paytm among others.Starting with our deep dive into funding rounds, tech companies in India raised around $250 million of funding across 22 funding rounds during this week.Enterprise communication tech startup, Route Mobile, raised $116.7 million in a Post IPO funding round led b...
2021-11-2205 minPineBridge Investments Insights PodcastCOP26 - Key TakeawaysFollowing COP26, it’s clear that the road to 2050 is long and that emerging markets are essential for reaching net-zero.
2021-11-1229 minPineBridge Investments Insights PodcastOutlook 2022: Growth and Opportunities as ESG Drives the AgendaWe discuss our outlook for the post-pandemic recovery, growth, and asset allocation, and why we expect ESG to dominate the agenda in 2022.
2021-10-2824 min
The SydcastInvesting in Women and People of Color, with Venture Capitalist J-P PivergerEpisode Summary:Imagine an investing strategy that takes advantage of biases and imperfections in the marketplace. Sounds good? Now imagine that these investments are in startups founded by women and people of color, groups that have not had access to the same funding opportunities as others have. Sounds even better, doesn’t it? And that’s what my guest on this episode of The Sydcast, Jacques-Philippe Piverger, is all about, as he tells his story of entrepreneurship, investment, and impact.Sydney Finkelstein Syd Finkelstein is the Steven Roth Professor of Manag...
2021-10-0459 minPineBridge Investments Insights PodcastWhat 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.
2021-09-1618 min
The Wise Wolf Gold & Crypto Show#4 The Wise Wolf Gold and Crypto ShowTony and Kenzie discuss inflation and the ongoing clown show that is our financial system. What is a better hedge than Gold ? Gold, Silver and Bitcoin prices and much more. Tony :www.arterburn.newswww.wisewolf.goldKenzie: https://twitter.com/WSStackersArticles:https://www.cnbc.com/2021/07/15/investing-pinebridge-portfolio-manager-on-inflation-hedge-gold.htmlhttps://bitcoinmagazine.com/culture/bitcoin-el-salvador-geopolitics://www.cnbc.com/2021/07/15/heres-why-cramer-thinks-the-covid-delta-variant-could-be-a-us-stock-market-spoiler.htmlhttps://markets.businessinsider.com/news/stocks/life-clips-stock-price-lclp-belfrics-blockchain-day-traders-market-2021-7https://www.msn.com/en-us/money/markets/fed-chair-jerome-powell-says-cryptocurrencies-and-stablecoins-wont-be-needed-once-the-us-has-a-digital-currency/ar-AAM9YJ7
2021-07-1649 minPineBridge Investments Insights Podcast2021 Midyear Economic OutlookInvestors are watching the interplay of policy and macroeconomic themes as they look to the end of 2021 and beyond. PineBridge Chief Economist Markus Schomer and Deputy Head of Client Services Aurelia Sax discuss the key factors driving markets as we begin to envision a post-pandemic world.
2021-07-0227 minPineBridge Investments Insights PodcastEmerging Markets Debt: Macro and MarketsWe discuss our expectations for emerging and developed markets debt in the light of the corona virus crisis, and the impact of the monetary and fiscal policy stimulus on the markets.
2021-04-3028 minPineBridge Investments Insights PodcastEmerging Markets Debt - Not Just for the Yield-SeekersEmerging 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.
2021-04-1406 min
Fate of Isen: A Kiwi RPG PodcastHalloween Interlude - The Pinebridge SlasherJulz is back in the DM seat for this thrilling Halloween one-shot set in the sleepy kingdom of Pinebridge. Featuring Jules Daniel, and awesome guests, Joey & Woody from the Weal or Woe podcast, and D’ Woods! Visit www.fateofisen.com to learn moreOne of the Feedspot top 60 D&D podcasts in the world! Check out Feedspot here.If you like the show, please feel free to join us on Discord or support us on Patreon!Intro, outro, and recap music by freesound user, Tyops
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2021-01-242h 24
MoneyNeverSleeps114: Changes | Mick Sweeney on Markets, Society, Leadership and DigitalMick Sweeney, CEO of PineBridge Investments in Ireland, joins the show to talk about what triggered his early interest in the financial markets, the nascent opportunity to transform the fund management industry in Ireland, the outcome of his long-term commitment to diversity, thoughts on post-pandemic global markets, societal changes driving new leadership styles…and his labour of love as a Leeds United supporter!
This episode of MoneyNeverSleeps is sponsored by PAT Fintech, the training partner that demystifies fintech and digital finance for financial services professionals.
EPISODE OVERVIEW:
PineBridge Investments is a private, global as...
2020-12-0448 min
The Acquirers PodcastTwo Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers PodcastMikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managing more than $5 billion in systematic equities for PineBridge Investments, including $1 billion in a Socially Responsible strategy, and managing $1+billion in multi-asset and alternative factor strategies for Forefront Analytics. Mikhail is an honors graduate of Brown University with a Bachelor of Science in Applied Mathematics and Economics, and holds an MBA degree from the Wharton Business School at the University of Pennsylvania. Mikhail is a CFA Charterholder.
W...
2020-08-0353 min
The Responsibility of InvestingESG in credit risk and ratings: episode 2In this second podcast of a series on the ESG in Credit Risk and Ratings Initiative, the PRI’s Head of Fixed Income Carmen Nuzzo discusses with Alessia Falsarone from PineBridge Investments and Mike Wilkins from S&P Global Ratings the difference between ESG in credit ratings and ESG evaluations. Interested in the resources from this episode? Credit Risk and Ratings Initiative
2020-06-1528 min