PineBridge Investments

2017 Top 400 Ranking: 153http://www.pinebridge.com

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Investment Strategy Insights: Making America a Great Place to do Business Again

A quick verdict was reached after the US election that Trump was a “net” positive for the markets due to: 1) regulatory rollback; 2) lower taxes; and 3) an infrastructure spend. This was offset by one negative: trade friction. We drilled down on each.

Regulatory rollback. For the second year running, the top concern in PwC’s 19th Annual Global CEO Survey was overregulation, cited by 79% of CEOs. It was No. 3 just three years ago at 62%, and mentioned by only 41% of CEOs in PwC’s first survey. Yet for relief in 2017, “repeal” is quickly giving way to “roll-back.”

Read the complete white paper at the link beneath Related Files

Head Office
Exchequer Court
33 St. Mary Axe
London
EC3A 8AA
United Kingdom
Contact
Alexander Klotzsch Tel. +44 20 7398 6000
Company website:
http://www.pinebridge.com
Parent Company:
Pacific Century Group
Year Founded:
1996

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  • how to strike the right balance in high yield bonds

    How to Strike the Right Balance in High Yield Bonds

    White papersTue, 3 Apr 2018

    Another year of strong performance from high yield markets and credit spreads inside of 350 basis points have prompted some investors to take a cautious view of the asset class. However, we believe the high yield space remains attractive as part of a fixed income portfolio, particularly as investors face global central bank policy tightening. The key is to approach the asset class thoughtfully.

  • a sea of opportunities

    A SEA of Opportunities: Shared, Electric, and Autonomous Vehicles Will Change How Companies Invest

    White papersWed, 28 Mar 2018

    In the past 100 years, the automobile and oil industries have taken the lead in providing mobility to the world. They now seem to have reached their limits: Human productivity is dropping (due to significant time spent commuting), ecological degradation is rising, and traffic safety is deteriorating. While the solutions to these problems may have been easy to imagine, the necessary tools have not always been available or economical.

  • then and now

    Then and Now: Fundamentals Are Telling a Different Story a Decade After the Crisis

    White papersThu, 22 Mar 2018

    A decade since the global financial crisis, markets have been steeped in self-reflection. What’s changed? What has stayed the same? Could the crisis happen again?

  • fixed income asset allocation insights mar 2018

    Fixed Income Asset Allocation Insights Mar: 2018

    White papersWed, 21 Mar 2018

    We are increasing our leveraged finance allocation to 40% from 35% and decreasing our securitized products allocation to 10% from 15%. High yield bonds performed poorly during February amid the steepest equity market declines since January 2016 and the highest 10-year US Treasury yields since January 2014.

  • multi asset credit

    Multi-Asset Credit: A Non-Traditional Strategy for Unconventional Markets

    White papersMon, 19 Mar 2018

    With the future investing environment likely to look very different from that of the recent past, institutional investors are looking for new approaches. At PineBridge Investments, managing directors Steven Oh and John Yovanovic discuss how a multi-asset credit strategy can provide the possibility of both yield and safety in uncertain markets.

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