PineBridge Investments’ Post

Here we offer four key market lessons from the 1970s that may provide insight when making short- to intermediate-term private equity allocations. PineBridge Private Funds Group Senior Vice President Jared Pondelik explains why we believe the lower middle and middle market looks compelling for investors, even in a 1970s-style economy. https://lnkd.in/ezRsAMt5 #privateequity #privatefunds #investing

CLO equity may benefit investors in surprising ways. Read our CLO equity primer to learn more about how CLO equity works – and why investors should be paying attention now. https://lnkd.in/eGjzhCMf #CLO #investing

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!

Success comes from a patient approach. Our investment portfolio is built with a long-term perspective, and our distinctive model ensures we never have to sell to meet investor demands. Our optimal hold period is "forever". You may have built a business over many decades, so why risk selling to someone who is only going to hold it for 5 years? Learn more about our approach here: #PrivateEquity #Investment

Private equity has emerged as the dominant asset class, surpassing art and collections, private real assets, and private debt in scale and impact. Its ability to drive value creation, foster innovation, and deliver robust returns has attracted significant capital and investor interest. Unlike other asset classes, private equity offers deep engagement with portfolio companies, providing strategic, off market opportunities, tax benefits, capital gain benefits and operational improvements that unlock growth potential. As markets evolve, private equity continues to adapt, demonstrating resilience and a strong track record in diverse economic conditions. #PrivateEquity #Investment #AssetManagement #Finance

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

Concerned about high valuations affecting your portfolio? Join Equity Fund Manager Christy B Mathai, CFA to explore how these market conditions might impact your investments and learn strategic ways to navigate the challenges. Gain insights and stay ahead of the curve! Watch the Full Video here >> https://lnkd.in/dRedDkS3 #QuantumMutualFund #QuantumAMC #Markets #Invest #MutualFunds #SimpleInvestmentSolutions #Investwithoutstress #ForAndByThoughtfulInvestors #investorfirst #InvestwithQuantum #Yourrainydayportfolio #Thoughtfulinvesting #Assetallocation #Diversification #financialplanning #investments #strategy #finance

📣 Co-Investment in Private Equity: The Best Strategy? Co-investment = offering investors the chance to partner directly with PE firms on specific deals (riskier but higher returns expected for LPs). PE market is witnessing a significant shift towards this co-investment strategy, driven by its potential for higher returns, greater control, and transparency. This strategy has become increasingly popular among investors looking to mitigate fees and align closely with general partners (GPs). 📶 Capital raised for co-investments expanding from $6 billion in 2015 to $10.3 billion in 2022. Co-investment demands quick, informed decision-making and specialized underwriting skills from LPs. Navigating this terrain requires a keen understanding of market valuations, with the average purchase multiples for US leveraged buyouts reaching 11.47x pro forma adjusted EBITDA in the last year. So what? This investment strategy may be esteemed as one of the most favorable from an investor's vantage point, owing to its ability to enhance returns, diminish fees, and augment both the transparency and caliber of deals. However, LPs must deliberate on the pivotal nature of the sourcing process, due diligence, and valuation. #privateequity #finance #coinvestment #fundraising

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

"Diversification: Navigating the Investment Landscape with NVM Capital. Discover the Dos and Don'ts for a Balanced Portfolio. 🌱💼 #SmartInvesting" #InvestmentStrategy #Diversification #PortfolioManagement #FinancialPlanning #AssetAllocation #InvestmentTips #WealthManagement #FinancialLiteracy #BalancedPortfolio