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The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape.

The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year, resetting expectations for everything from interest rates to asset valuations.

We’ve gathered insights from our senior investment leadership on what investors might expect in 2021 and beyond, how to position amid volatility and unpredictable market conditions, and where to tap opportunities arising from the disruptions we’ve seen and will likely continue to see.

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Spotlight on Asia

What’s ahead for Asian economies and fixed income markets in 2021?


2021 Asia Economic Outlook: All Eyes on China to Drive Global Growth

2021 Asia Economic Outlook: All Eyes on China to Drive Global Growth

While we see some bright spots in other parts of Asia, prospects are generally more muted, solidifying China’s position as the key to growth in the region and globally.

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Asian Fixed Income Outlook 2021

2021 Asia Fixed Income Outlook: Selective Opportunities as Asia’s Recovery Outpaces the Rest of the World

With the potential change in the tone of US policy with a new administration, and the growing economic recovery momentum in China, we believe Asian fixed income is well positioned to outperform its global peers.

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Video Insights from PineBridge

A Pivotal Year Continues Into 2021


@Home With PineBridge: Video Event Sponsored by Pensions & Investments

We discuss what politics, policy, and the pandemic mean for the economy and portfolio positioning across markets in 2021 – and beyond.

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The Global Boardroom, Sponsored by the Financial Times

We joined industry experts along with the Financial Times to focus on the post-Covid recovery and investment opportunity, after a year that forced an investment reset.

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Talking Markets Podcasts: 2021 Macro and Market Outlook

Markus Schomer, PineBridge’s chief economist, and John Yovanovic, head of high yield portfolio management, talk about their market expectations post-US election, along with the impact of potential Fed actions – and how these dynamics could influence the bond markets.

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Key Themes Will Endure Beyond 2020


10 Things to Watch in Leveraged Finance

Leveraged Loan Outlook: 10 Trends to Watch as Prospects Brighten

As a year that has relentlessly whipsawed investors comes to a close, we are approaching 2021 with optimism about opportunities for above-average returns in the leveraged loan market.

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ESG: A Force For Progress

ESG: A Force for Progress

In 2020 and beyond, we see ESG issues taking on even greater prominence amid Covid-related disruptions, severe weather events, and the movement for social justice.

Learn more about our approach to sustainable investing and what may lie ahead.

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A Global Pandemic Upends Economies and Daily Life

A Global Pandemic Upends Economies and Daily Life

Covid-19, an unheard-of term until 2020, is still with us, but hopeful signs for recovery are emerging.

Read our latest views on how the pandemic continues to affect asset class positioning and economic trends.

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