PineBridge Investments

Omar Slim, CFA, Co-head of Asia Fixed Income, shares his outlook on Asia investment grade bonds for the second half, as well as the opportunities and risks ahead. #asia #fixedincome #investmentgrade #midyearoutlook

Hani Redha, Multi Asset Portfolio Manager at PineBridge Investments, appeared on CNBC to debate the trajectory of the U.S. economy. Watch Hani’s interview here:

CLOs can refinance their CLO debt after the non-call period expires – and those that can do so at today’s lower market rates may strengthen future distributions to equity holders without adding to portfolio credit risk. Learn more about this lesser-known benefit: https://lnkd.in/eV22xz8a #CLOs #investing #leveragedloans

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

Ongoing policy distortions are simultaneously driving our flatter CML while creating dispersion opportunities, and AI is likely to amplify these effects. PineBridge Global Head of Multi-Asset Michael Kelly explains why these trends argue for being more selective about the markets, sectors, and currencies one diversifies into over the next five years. https://lnkd.in/eGx-wehE #investing #equities #fixedincome #commodities

Where can fixed income investors find the most compelling opportunities in the second half? Read our 2024 Midyear Fixed Income Outlook for timely investment insights. https://lnkd.in/e64Ref4Y #fixedincome #bonds #outlook #investing

"I think we're in an environment where defensive means diversified." Steven Oh joined Tom Keene and Paul Sweeney on Bloomberg to discuss his 2024 midyear outlook for credit and fixed income. Watch the full interview here: https://lnkd.in/ezkWMmxn

With the recent results of the Mexico elections, and the new appointment of Claudia Sheinbaum, what will this mean for Mexico’s financial markets? With constitutional and judicial reforms on the horizon Kathleen Monticello discusses what to expect and how to navigate the shifting landscape. https://lnkd.in/ed6zVU-P #mexicoelections #emergingmarkets

We are pleased to announce that PineBridge Benson Elliot’s Diuna project has been shortlisted in three GRI Awards Europe 2024 award categories: Reconversion Project of the Year, Decarbonisation Project of the Year, and Social Integrated Project of the Year. The winner will be decided by public vote, so please vote for us! https://lnkd.in/defgKHzQ Thank you for your support! PineBridge didn’t pay directly or indirectly to be considered for these awards.   #PineBridge, #GRIClub #Diuna

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