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.

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’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.