Pinebridge Sees Emerging-Markets Rally Tilting Toward Bonds

BloombergFriday, December 5, 2025 at 1:33:33 PM
Pinebridge Sees Emerging-Markets Rally Tilting Toward Bonds
  • Pinebridge Investments anticipates a shift in the emerging-markets rally towards fixed income assets in the coming year, as the dollar is expected to regain strength, impacting the performance of emerging-market currencies. This forecast indicates a strategic pivot in investment focus amid changing market dynamics.
  • The expectation of a tilt towards bonds over currencies is significant for Pinebridge Investments, as it reflects their analysis of market trends and investor behavior, potentially guiding their investment strategies and client recommendations in the evolving financial landscape.
  • This development highlights broader market concerns, including the impact of a strengthening dollar on emerging-market currencies, which have recently faced declines due to geopolitical instability and shifting investor sentiment. The contrasting outlooks on U.S. stocks and global peers further underscore the complexities investors face in navigating current market conditions.
— via World Pulse Now AI Editorial System

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