PineBridge Investments’ Post

The US is coming off exceptionally strong growth drivers while other regions gradually improve – a rare window of growth convergence that could be an opportunity to diversify investment portfolios without sacrificing return potential. Global Multi-Asset Portfolio Manager Hani Redha, CAIA discusses the implications for multi-asset portfolios. https://lnkd.in/egR6vN2T #multiasset #bonds #equities #commodities

Sustained productivity-driven supply-side growth could be a game-changer, creating opportunities for growth in specific countries, industries, and themes – which investors can leverage through a combination of active beta and security selection. Portfolio Manager Hani Redha, CAIA discusses the implications for multi-asset portfolios: https://lnkd.in/e9qaKmke #multiasset #equities #fixedincome #bonds

Our latest forward-looking view of risk and return remains flat relative to historical norms, and can be attributed to higher yields lifting the expected return of fixed income assets, as well as the strong price appreciation of equities in recent quarters outpacing fundamentals. PineBridge’s Global Head of Multi-Asset @Michael Kelly explains how these trends are driving asset allocations over a five-year horizon. https://lnkd.in/eGuCNSRT #investing #equities #fixedincome #commodities

We have a constructive-leaning view of multi-asset portfolios at midyear, with our positioning outlook boiling down to equities over credit, and credit over rates – but with opportunities in all three. Learn more in our 2024 Midyear Multi-Asset Outlook https://lnkd.in/e3nA8TxY #multiasset #investing #outlook #equities #credit

In private equities, the middle-market segment may be attractive to investors now. Our 2024 Outlook explains how this segment can yield operational improvements that may offset any deterioration in financing economics. Learn more: https://lnkd.in/etSHa8RB #investing #privateequity #privatefunds

Middle market private equity has exhibited more stable levels of dry powder than large market funds, which contributes to a less volatile market environment – especially during periods when credit markets tighten with increasing lending restrictions. PineBridge Private Funds Group’s Justin Pollack and Cora Chen explain why we think investors shouldn’t be overly concerned. https://lnkd.in/dCrHDXPS #investing #privateequity #privatefunds

CLO equity may provide significant investor benefits, including the potential for attractive returns, high current income, and persistent cash flows. We explain how CLO equity works – and why investors should take note. https://lnkd.in/eGjzhCMf #CLO #investing

Given the “rolling recessions” characterizing 2023 and structural changes that lie ahead, we see significant dispersion in asset classes and opportunities for more targeted investment. PineBridge Global Head of Multi-Asset Michael Kelly explains how these trends are driving asset allocations over a five-year horizon. https://lnkd.in/dyBFDmG6 #investing #equities #fixedincome #commodities

Take advantage of the best Asset class in the world by investing aggressively in it for the purpose of wealth SUSTAINABILITY, MULTIPLICATION and TRANSFER. #wealthbuilding #bestassets #realasset #realestateinvesting #propertyevangelist

Our sister paper to our popular papers "Seeing Beyond the Complexity: An Introduction to CLOs" & "Seeing Beyond the Complexity: Making the Case for CLOs for US Insurers" is now live!