PineBridge Investments’ Post

We believe Asia offers compelling opportunities for equity investors, benefiting from a range of opportunity sets across the region. Read our 2024 Midyear Asia Equity Outlook for our views on the most attractive regions and sectors in the second half. https://lnkd.in/eW6GjDtx #outlook #fixedincome #bonds #asia

With rate cuts likely to be gradual, we believe investors should differentiate among Asia credits that have varying degrees of sensitivity to funding costs and currency risk. Learn where we see opportunities in our 2024 Midyear Asia Fixed Income Outlook. https://lnkd.in/eCwMbdfa #investing #asia #fixedincome #bonds

abrdn Asian Income Fund Limited is an investment company that offers the prospect of both capital and income growth and could be considered a core offering for investors seeking diversification through #Asian equity exposure. Hear from Edison's Milosz Papst and Yoojeong Oh, CFA, one of the fund's managers, as they explore the potential opportunity in Asia. For more on emerging markets, read our latest report: https://lnkd.in/eaPgvTrc #EM #emergingmarkets #asia abrdn Investment Trusts

Is investing in China all bad news? James Klempster of Liontrust Asset Management PLC and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year. Author: Adam Lewis https://lnkd.in/ebTT9k9m #investing #china #liontrust #matthewsasia #chineseequities

In volatile market conditions, a diverse range of income-generating strategies may help investors enhance returns and reduce risk. abrdn’s Alex Smith, Head of Equities Investment Specialists - Asia Pacific, Thomas Drissner, Head of Asian Credit Research, and Dongyue Zhang, Head of Multi-Asset Investment Solutions Specialists - Asia Pacific, weigh up different ways to access stable income from equities, fixed income and multi-asset investments. Find out more about our APAC investment forum here: https://ow.ly/IqIX50QGvQR Investment involves risk. For wholesale/institutional investors only. #AIF2024

Which Is The Cheapest "Developed" Equity Market In The World? Well, folks, it's not a mystery that China is one of the cheapest equity markets in the world with a TTM PE of around 10X, but it's categorised as an EM equity market. Surprisingly, the UK is the cheapest Developed Equity Market by all means. This is because some of the largest FTSE100 companies are engaged in the energy sector, and most FTSE100 companies derive their revenues from outside the UK. Can we get a potential rerating of the UK's equity markets? Chart: Macrobond #markets #investing #equities #ftse100

Asia high yield’s solid performance in the first half of 2024 is likely to continue due to falling default rates, enhanced market diversification, and high yield carry. While China’s recent measures supporting the housing market reduce the risk of a further deflationary spiral, we believe more action is needed to stabilize the property sector. Discover the latest insights from our Asia fixed income team on the asset class, including strategies for identifying opportunities and managing risk effectively. https://lnkd.in/dyDzYuG7 #asia #fixedincome #highyield #chinaproperty

Explore Chinese equities with Irish Life Investment Managers and Canada Life Investment Management's combined expertise! Gain insights from Darragh O'Dowd, CFA, CAIA, Head of Multi-Asset solutions at ILIM, as he navigates the nuances of the Chinese market, offering strategic guidance for long-term growth. https://hubs.la/Q02tslNY0 #MarketInsights #MutualFunds #InvestmentOpportunities #MarketVolatility #InvestmentInsights

The untapped potential of the Asian private credit market and the evolving dynamics of GP/LP relationships were among the key insights shared at the Hong Kong Venture Capital and Private Equity Association (HKVCA)'s Asia Private Equity Forum 2024. Raymond Chan, Managing Director, Head of APAC Credit, was among the panelists for “Enter the Dragon: LP Outlook for 2024” a discussion about how LPs (limited partners) will be investing in Asia, how their GP (General Partner) assessments have evolved over the past few years, and what makes for an effective GP/LP relationship. Raymond underscored the growth potential of the market saying “Asia private credit, with attractive returns yet downside protection, will be an attractive asset class which will see significant growth in the coming years, especially for those who have an established team and maintained robust credit discipline, especially in the recent cycle. “ Raymond highlighted our unique position as a global fund with a long-term investment horizon, certainty of fund flows as well as a flexible mandate, enabling us to offer bespoke alternative solutions to traditional bank financing. Hear more from our senior leaders in the region on what we’re seeing in Asia: https://lnkd.in/gcqzb_2i

Changes in the economic situation lead to a change in the investment strategy, whether in EGX or US markets #osamawagdi #egx #EGX30 #NYSE #FPI