Podcasts

The Fork in the Road: US Exceptionalism, Fed Policy and the Dollar’s Next Move

We're now approaching a critical inflection point. The confidence that once surrounded US economic dominance, US assets, and the greenback is beginning to fray. With shifting global alliances, rising deficits, and growing questions over American exceptionalism—investors and analysts alike are asking: ‘’Where does the U.S. go from here—and what happens to the dollar?’

28/04/2025

Listen to "FX, Rates, Tariffs and (a buying opportunity for) US" on Spreaker.
In this episode of our podcast, we dive into: - Why US assets are under fresh scrutiny - How global sentiment is changing toward the dollar - And whether the ‘safe haven’ narrative still applies

Speakers

Anders Faergemann, Head of Global Sovereigns & Economics - Mr. Faergemann is responsible for PineBridge’s Global Sovereign and Economics team and acts as lead PM across all EM and Global sovereign portfolios (incorporating both hard and local currency). Mr. Faergemann joined the firm in 2004 and has since then been instrumental in institutionalising the firm’s EM investment process, building on his significant FX experience as EM currency strategist with AIG Trading dating back to 1998. Mr. Faergemann chairs the EM Debt Investment Committee and Global FX Committee; he is also a member of Fixed Income Asset Allocation Team as well as Rates and Global Strategy Committee.
Hani Redha, CAIA, Portfolio Manager, Head of Strategy and Research for Global Multi-Asset - Mr. Redha joined the firm in 2012 and leads Strategy and Research for the Global Multi-Asset team. Mr. Redha also contributes to manager selection and monitoring, with a particular focus on alternatives. Prior to joining the firm, Mr. Redha was an Investment Manager with the Sovereign Wealth Fund of the Kingdom of Bahrain, Mumtalakat where he built and managed their global multi-asset class investment portfolio and oversaw strategic and tactical asset allocation, as well as manager selection across all asset classes. Prior to that, Mr. Redha held positions as Deputy Head of Global Fixed Income and Deputy Head of Hedge Funds at NCB Capital
Robert Vanden Assem, CFA, Head of Developed Markets Investment Grade Fixed Income - Mr. Vanden Assem joined the firm in 2001 and is a Managing Director and Head of the Developed Markets Investment Grade Fixed Income team. He is responsible for the management of high grade institutional and retail fixed income portfolios. Previously, Mr. Vanden Assem worked at Morgan Stanley Dean Witter Advisors as a Portfolio Manager for the MSDW Strategist and Variable Strategist mutual funds, in addition to other institutional and individual fixed income assets. He also managed institutional and individual monies exclusively at Dean Witter InterCapital, the precursor to MSDW Advisors. He received a BS in Accounting from Fairleigh Dickinson University and an MBA in Finance from the New York University Stern School of Business. He is a CFA charterholder.
These podcasts are provided for information purposes only. They are not intended to be advice and Trustees should always seek advice as appropriate.
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