Banner Curve

At the midyear point, investors and markets are facing a perfect storm of tough conditions. The result has been big moves in both equity and fixed income markets and the likelihood of further volatility ahead.

We’ve gathered viewpoints from our senior investment leaders on how to position portfolios to mitigate rising risks while taking advantage of alpha opportunities that market disruptions may create.

Banner Curve

Banner Curve

2022 Midyear Europe Insurance Investment Outlook: Navigating Rough Waters

While clouds keep gathering on the horizon, our insurance solutions experts Vladimir Zdorovenin and James McCormack believe European insurers are well-prepared to weather the storm.

Read More

2022 Midyear Europe Insurance Investment Outlook: Navigating Rough Waters

2022 Midyear US Insurance Investment Outlook: Inflation, Rising Rates, and New Capital Requirements Put Insurers at a Crossroads

Investment products that may be more resilient to inflation, rising rates, and new capital requirements for insurers include floating-rate private investments, such as direct lending and select income-oriented real assets, including mortgage loans. Senior CLO tranches may also offer attractive relative value on a capital-adjusted basis.

Read More

2022 Midyear US Insurance Investment Outlook: Inflation, Rising Rates, and New Capital Requirements Put Insurers at a Crossroads

Banner Curve

Private Credit: Why We See Potential on the Road Ahead

Private credit has caught the attention of asset allocators, with many increasing their exposure. Doug Lyons and Joe Taylor, who head PineBridge Private Credit’s origination and capital markets functions, respectively, discuss their conviction in the asset class with Institutional Investor.

Read More

Private Credit: Why We See Potential on the Road Ahead

Banner Curve

Spotlight on Asia

What we see ahead for Asian economies and markets for the remainder of the year.


2022 Midyear Asia Economic Outlook: Seeking a Sustained Rebound Amid Rising Risks

2022 Midyear Asia Economic Outlook: Seeking a Sustained Rebound Amid Rising Risks

The economic outlook for Asia is looking a bit weaker compared to the end of 2021 as the war in Ukraine pushed up inflation and, consequentially, interest rates. China is the only major economy that has cut rates in recent months. But Covid and continuing woes in the property sector are complicating its attempts to use traditional stimulus tools.

Read More

2022 Midyear Asia Multi-Asset Outlook: Reopenings Offer Pockets of Value

2022 Midyear Asia Multi-Asset Outlook: Reopenings Offer Pockets of Value

At a time when major asset classes are under pressure, Asia offers an oasis of improving sentiment from economic reopenings and a likely pickup in cash flows in China in the intermediate term.

Read More

2022 Midyear Asia Fixed Income Outlook: On a Firm Foundation

2022 Midyear Asia Fixed Income Outlook: On a Firm Foundation

Asia credit fundamentals remain largely steady, anchoring the asset class against volatility. Unlike most of the developed world, further policy easing is in the cards in China, which presents an opportunity to surgically select higher-quality issues in the high yield segment.

Read More

2022 Midyear China Equity Outlook: Valuations Are Attractive Again

2022 Midyear China Equity Outlook: Valuations Are Attractive Again

We are cautiously optimistic about China equities into the second half and beyond, with current valuations offering reasonably attractive opportunities.

Read More

2022 Midyear Asia ex Japan Equities Outlook: Cautious Positioning in a Difficult Market

2022 Midyear Asia ex Japan Equities Outlook: Cautious Positioning in a Difficult Market

While there may be no immediate clarity as to how key parts of Asia will emerge from Covid, we anticipate attractive opportunities in Asia equities to emerge from the bottoming of the cycle.

Read More

Banner Curve

Our Latest Insights

View More Insights