At the midyear point, our outlook for risk assets leans constructive as we enter a global easing cycle – but the risk of veering toward a hard (or no) landing argues for maintaining a high-conviction yet dynamic investment approach. Global Multi-Asset Portfolio Manager Hani Redha, CAIA discusses the implications for multi-asset portfolios. https://lnkd.in/e-s-vJba #multiasset #bonds #equities #commodities
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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
Investment Strategy: Opportunity as Global Growth Converges | PineBridge Investments
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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
Investment Strategy Insights: Planting the Seeds of a Productivity Boom | PineBridge Investments
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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
Capital Market Line: Why Supply-Side Growth Will Power This New Regime | PineBridge Investments
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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
2024 Midyear Multi-Asset Outlook: Favoring Equities, Credit, and Rates – in That Order | PineBridge Investments
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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
2024 Private Funds Outlook: Bright Spots Amid the Headwinds
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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
Private Equity Dry Powder Is Still Elevated. Should Investors Be Worried? | PineBridge Investments
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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
CLO Equity: How It Works – and Why It’s Compelling Now | PineBridge Investments
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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
Capital Market Line: Deciphering the New Regime’s New Norm
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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!
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
CLO Equity: How It Works – and Why It’s Compelling Now | PineBridge Investments
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