PineBridge Investments’ Post

The fundamental backdrop remains constructive for fixed income despite tight valuations coming off a year-end rally. Rob Vandenassem, PineBridge’s Head of Developed Markets Investment Grade Fixed Income, explains why we continue to act as buyers into short-term periods of weakness. https://lnkd.in/ek56yTCB #fixedincome #investing #bonds #interestrates

Credit spreads remain tight, but we believe the stable economic outlook and high all-in yields will be supportive of credit assets. Rob Vandenassem, PineBridge’s Head of Developed Markets Investment Grade Fixed Income, explains why we continue to act as buyers into short-term periods of weakness. https://lnkd.in/eBZAckcD #fixedincome #investing #bonds #interestrates

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

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

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

Unlike static investment products, private equity, and other high-returning investment vehicles they are often compared to, CLOs have unique features that allow skilled active managers to capitalize on market turbulence. Learn more: https://bit.ly/3unyu7S

In response to interest-rate volatility, private-credit fund managers are increasingly turning to long-term capital investments, my latest take. https://lnkd.in/eEcu7gMW via @WSJ #privatecredit #investing #interestrates #credit #markets

How does property investment provide a tangible asset? Unlike stocks or bonds, which represent ownership in a company or debt, property provides investors with a tangible asset that has capital value and can be physically improved or utilised. Read our complete set of FAQ's here https://bit.ly/3TeF36j #PropertyInvestment #RealEstateInvesting #InvestmentProperties #RealEstateWealth #ROI #CashFlowProperties #PassiveIncome #RealEstatePortfolio #PropertyManagement #BuyAndHold #CommercialRealEstate #ResidentialInvesting #RealEstateROI #InvestmentOpportunity #PropertyDevelopment #RealEstateMarket #IncomeProperty #RealEstateStrategy #WealthBuilding #PropertyFlipping #buytolet

Looking for higher returns and greater control over your investments? 💪🏼💰 Private lending might be the game-changer you've been waiting for! Discover the top 5 benefits that make private lending superior to stock market investing. Don't miss out on this must-read article! #PrivateLending #InvestmentStrategies @PropertyInnovator @GrantCardone @TruVestCo @PropertyPros

Common question I get from investors: "How much will I make from a syndication?" Duh, this makes sense. This why we all put our capital to work—to earn a return. We want to know how much money we will make from the investment. Let's go over the key metrics to look for when trying to understand your return on a deal 👇 1. Cash on Cash Return: The cash dividends you receive on a quarterly basis. 2. IRR: Internal rate of return. Annualized, time-weighted return of your investment. 3. Equity Multiple: How many times you are multiplying your equity when it's all said and done. 4. AAR: This is your average annual return over the hold period. - - - - When Wagan Holdings has a potential investment, this is how we show a hypothetical investment of $100,000. 🚨 Important 🚨 Keep in mind, when a we show a potential investment: - These are always projected returns, NEVER guaranteed. - Returns are based on the assumptions in our underwriting model (trust but verify). 🕵♂️ What return metric is the most important to look at?