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PineBridge Investments @PineBridge

PineBridge Investments is a private, global asset manager focused on active, high-conviction investing.

Joined September 2009
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  • Followers 2,257
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“Things are looking up for Europe, just when we’ve come to perceive a sharper slowdown in the US than expected.’ – Hani Redha and Anders Faergemann discuss the #USEconomy, #EuropeEconomy, and #currencies in our latest podcast. pinebridge.com/en/insights/a… #PineBridge
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“The impact of US tariffs varies widely across countries as well as sectors. And that’s where credit selection becomes very important.” – Alfonso de la Torre and Jonathan Davis discuss #TariffWars, #Trade, and macro implications. pinebridge.com/en/insights/t… #PineBridge #USEconomy
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CLO equity and private equity can offer investors complementary advantages in different market environments – and while allocations to private equity may be more prevalent, both may provide core benefits to an institutional portfolio. pinebridge.com/en/insights/h… #CLOs #PrivateEquity
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AI’s rising dominance could reshape the global economic regime, and we believe #AI will prove to be a general-purpose technology (GPT) that propels a wave of productivity improvement. We look at what this means for #investors: pinebridge.com/en/insights/i… #bonds #equities
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CLO equity combines the potential double-digit returns of private equity with a front-loaded quarterly cash flow, akin to #bonds. Our CLO Equity Primer explores how they work, and how investors may benefit: pinebridge.com/en/insights/c… #CLOequity #investing
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Leveraged finance issuer fundamentals remain robust, and we’re finding relative value opportunities across high yield bonds, leveraged loans, and CLOs. Learn more in our quarterly report: pinebridge.com/en/insights/l… #investing #highyield #bonds #CLOs
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High yield credit risk is often mispriced, offering active managers potential opportunities – and challenges – that passive strategies miss. Learn why allocating to active high yield bond managers can benefit investors: pinebridge.com/en/insights/h… #investing #highyield #bonds
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“We're in a productivity ‘Super-Cycle,’ with the US leading due to tech investments and re-skilling. A stronger US dollar is likely.” – Anders Faergemann and Hani Redha discuss #AI, #productivity, and macro implications. pinebridge.com/en/insights/a… #PineBridge #USEconomy
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Tight public credit spreads mean US #insurers may invest in more private assets in 2025, including direct lending, real estate, and infrastructure, along with high-quality #CLOs and #ABS. Read our #2025Outlook to learn more. pinebridge.com/en/insights/2…
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We maintain a slight bias toward risk despite rich fixed income valuations, but we remain selective across industries and issuers as opposed to taking a broad risk-on stance. Read our allocation insights: pinebridge.com/en/insights/f… #bonds #CLOs #loans #MBS
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Asia is set to be a region of opportunity in 2025, with equities on a clear path to deliver #investors diversification and resilience potential across geographies and sectors. Learn how we seek to take advantage of uncertainty: pinebridge.com/en/insights/2… #Asia #stocks #equities
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‘We agreed to be more nimble and effectively shortening our investment horizon.’ – PineBridge’s Anders Faergemann and Hani Redha discuss adopting a three-month vs. 12-month view. pinebridge.com/en/insights/n…
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‘Emerging Europe sovereigns are expected to outshine developed Europe in 2025’ - Sam McDonald, Sovereign Analyst @PineBridge on key trends and their impact on ratings. pinebridge.com/en/insights/w… #EMDebt #EmergingMarkets #PineBridge
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What would it mean for investments if US growth remains around 2%-3%, fewer rate cuts come to pass, and 10-year yields stabilize at 4.5%-5%? We assess the impact of this potential scenario across asset classes: pinebridge.com/en/insights/i… #equities #bonds #commodities #investing
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US insurers are increasingly allocating to #CLOs given their above-average yield and potential appreciation, yet some may be intimidated by CLOs’ complexity. Our CLO primer for insurers looks at how CLOs work and what they can offer #insurance #investors: pinebridge.com/en/insights/a…
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With global growth gaps poised to keep widening, we favor a modest overweight to US growth assets and the US dollar. Learn where else we see opportunity in #multiasset portfolios over our five-year horizon: pinebridge.com/en/insights/c… #equities #gold #fixedincome #investing
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#EmergingMarket Debt in 2025: Strong fundamentals are driving faster growth, stable inflation, and low debt levels – so credit ratings should trend up. But will “America First” trade policies create EM volatility? Diverse local dynamics keep us optimistic.pinebridge.com/en/insights/2…
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While many investors know that CLOs have historically provided attractive performance versus other fixed income strategies, they may not know the full extent of the benefits – as well as the distinct risks. Learn more: pinebridge.com/en/insights/c… #Investing #CLOs #Leveragedloans
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After a year of flare-ups in geopolitical risk, we see a decline toward the latter part of 2025, which could boost markets such as industrials and transportation. Learn how we’re positioning #multiasset allocations: pinebridge.com/en/insights/i… #equities #bonds #commodities
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CLOs have historically yielded attractive performance versus other fixed income strategies, but some investors may be intimidated by their complexity. We provide a simple breakdown of the CLO structure and how it works: pinebridge.com/en/insights/c… #CLOs #Leveragedloans #investing
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