Podcasts

From Bubble Talk to Sequencing: 2025 Takeaways for 2026

In their latest podcast episode, Anders Faergemann and Hani Redha condense 2025’s lessons into a practical roadmap for 2026. They outline why sequencing—tactically timing duration and curve positions—is crucial in a year that’s likely to bring more visibility and lower volatility, and explain why they expect US growth to accelerate from March, rates to run higher in Q1 before trending lower, and a continued low-volatility carry regime to be supportive of selective credit and a stronger dollar on dips.

14/01/2026

Listen to "From Bubble Talk to Sequencing: 2025 Takeaways for 2026" on Spreaker.
Anders Faergemann and Hani Redha condense 2025’s lessons into a practical roadmap for 2026.

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.
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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