Podcasts

Equities Podcast: Positioning in Healthcare Amid Tariff Turmoil

Rob Hinchliffe, Equities Portfolio Manager and Head of Global Sector Cluster Research, and Chris Pettine, Healthcare Analyst for the Global Equities Team at PineBridge Investments, 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.

19/05/2025

Listen to "Equities Podcast: Positioning in Healthcare Amid Tariff Turmoil" on Spreaker.
The impact of tariffs and other policy headwinds on the healthcare sector.

Speakers

Robert Hinchcliffe, CFA, Managing Director, Portfolio Manager and Head of Global Sector Cluster Research Mr. Hinchliffe joined the firm in 2008 and serves as a Portfolio Manager for the Global Focus strategy. He is also the Head of Global Sector Cluster Research and is responsible for bringing together the firm’s worldwide research across global industries to drive investment insights. Previously, Mr. Hinchliffe was a Senior Equity Analyst at UBS, where he was recognized by StarMine for stock selection and began his career in finance at Bear Stearns in 1997. Mr. Hinchliffe received his BA in Economics from Rutgers College and his MBA in Finance from New York University. He also is a CFA charterholder.
Christopher Pettine, CFA, Senior Vice President, Senior Research Analyst, Global Focus Equities Mr. Pettine joined the firm in 2016 and serves as a Senior Analyst for the Global Focus Strategy with a specialization in health care related industries. Prior to joining the firm, Mr. Pettine was an Analyst and Portfolio Manager at CDP Capital Management, a private investment fund, which he established and self-funded. Before that, he spent 10 years at Franklin Templeton Investments, most recently as a Vice President, Senior Research Analyst. Mr. Pettine began his finance career at Warburg Pincus Asset Management, which was later acquired by Credit Suisse Asset Management. Mr. Pettine holds a BS in Business Administration from the University of Delaware and an MBA from Fordham University Graduate School of Business Administration. He is also a CFA charterholder and a member of the New York Society of Security Analysts.
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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