PineBridge Investments’ Post

We think Asian fixed income could be one of the most suitable markets for carry in the second half of 2024, supported by a stable political and macroeconomic landscape, an improving credit cycle and good total yields with robust technical support. Turning to the more immediate prospects for the region, we have identified three themes to watch during the rest of 2024. We think these themes underpin continued resilient performance for Asian fixed income. Read more about it here 👉 https://ow.ly/Thw050SOTgH #navigatingrates #fixedincome | Jenny Zeng | Ze Yi Ang, CFA | Umar Manzoor

Indonesia: Incoming president-elect Prabowo Subianto has voiced his intention to increase fiscal spending and raise the country’s debt ratio to achieve 8% growth. As he sets out to gain a strong parliamentary coalition, the likelihood of legislative changes to relax fiscal rules – in particular, the 3% GDP fiscal deficit ceiling – is rising in the medium term and this will be a key risk to watch. These concerns are compounded by the scheduled departure in October of respected Finance Minister Sri Mulyani, who has been a reassuring safeguard of fiscal discipline. However, an improving foreign reserves outlook and conservative issuance target should support Indonesian government bonds in the near term.

East Asian Bond Markets Bounce Back Amid Global Uncertainty #Finance #EastAsia #BondMarkets #SustainableFinance #GreenBonds #EconomicOutlook #ASEAN

While recent strong performance has reduced headline yields, we believe emerging market local currency bonds retain considerable scope for progress. Find out why: https://ow.ly/qIX750TXOsQ Discover our fixed income capabilities tailored for your outcomes: https://ow.ly/klA450TXOsT Investment involves risk. #abrdnInvestments #EmergingMarkets

Just published: our Fixed Income Insights reports, available in US, Eurozone, UK and Japan versions. Support your investment decision-making with analysis of shifts in global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices and FX-adjusted return performance. Access them here: https://lnkd.in/eeaq3TDb #Macroeconomics #Bonds #FixedIncome

The TRADE catches up with Jean-Charles Sambor, head of emerging market debt at TT International, to discuss emerging markets’ significant potential, where the industry should be focusing their attention and maximising opportunities, and what the future holds for EM bonds going forward. #firesidefriday #qanda #trading #markets #emergingmarkets #fixedincome

Just published: our Fixed Income Insights reports, available in US, Eurozone, UK and Japan versions. Support your investment decision-making with analysis of shifts in global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices and FX-adjusted return performance. Access them here: https://lnkd.in/g7mzkUe7 #Macroeconomics #Bonds #FixedIncome

Just published: our Fixed Income Insights reports, available in US, Eurozone, UK and Japan versions. Support your investment decision-making with analysis of shifts in global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices and FX-adjusted return performance. Access them here: https://lnkd.in/exSR4pZM #Macroeconomics #Bonds #FixedIncome

Just published: our Fixed Income Insights reports, available in US, Eurozone, UK and Japan versions. Support your investment decision-making with analysis of shifts in global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices and FX-adjusted return performance. Access them here: https://lnkd.in/gXbaYw9y #Macroeconomics #Bonds #FixedIncome

Just published: our Fixed Income Insights reports, available in US, Eurozone, UK and Japan versions. Support your investment decision-making with analysis of shifts in global yield curves and credit spreads, across sovereign, inflation-linked and corporate indices and FX-adjusted return performance. Access them here: https://lnkd.in/d3QCV5Vf #Macroeconomics #Bonds #FixedIncome