In unsettled Asian markets, the beauty of volatility is opportunity
Elizabeth Soon, head of Asia ex-Japan equities, says unpredictable markets puts the focus on companies robust enough to survive the crisis and gain market share over the long term.
Tag : pinebridge investments
A Muted Recovery With Asia Leading The Way
The development of COVID-19 raises three key issues: the efficacy of the global response, the path of the recovery, and the conservative behaviour of consumers after a pandemic. PineBridge Investments assesses how these factors could affect fixed income, equities, and alternatives markets.
Global Outlook for 2020: A Battle of Three Cycles
What will be the dominant market drivers in the global economy next year? Markus Schomer, chief economist of PineBridge Investments, sees a three-way toss-up between macro, policy, and politics.
China Icebergs: Forces that could reshape the world
China’s remarkable consumption and technological trends are the tip of the iceberg; bigger business implications with potential to drive change globally lie out of sight a new report by The Economist Intelligence Unit and commissioned by PineBridge Investments highlights.
Unlocking high-quality Asian bond opportunities in uncertain times
As a new round of monetary easing sets in, Asian bonds are coming into greater focus for their higher yields and diversification benefits. Arthur Lau, head of Asia ex Japan fixed income at PineBridge Investments, says to manage today’s market uncertainty active bond selection matters more than ever.
Asian bonds yield opportunities in a lower-for-much-longer world
The Asian bond market offers refuge with higher yields and stable return but investors need to navigate idiosyncratic risks and the impact of policy and politics.
