We 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.
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We 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.
Why EM Bonds Could Address the Challenges Posed by a Lower Yield Environment
PineBridge Investments Insights Podcast
24 minutes
1 year ago
Why EM Bonds Could Address the Challenges Posed by a Lower Yield Environment
Given the expectations for lower yields across global bond markets, we examine why investors should consider including emerging market bonds within fixed income portfolios.
PineBridge Investments Insights Podcast
We 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.