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Disruptive Trends Will Yield Opportunities for Investors in 2018

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NEW YORK, LONDON and HONG KONG, Nov. 30, 2017 /PRNewswire/ — Disruption will yield opportunities across global markets and asset classes in 2018, according to PineBridge Investments (“PineBridge”), a leading global investment manager.  PineBridge today released its annual Global Investment Outlook outlining the firm’s view on the opportunities and risks for investors in the year ahead.

“Following years of false starts for growth in the global economy, we expect many markets to reach a high point in 2018.  For the first time in five years, growth will be above long-term averages. In our view, this environment will not benefit all assets equally, requiring investors to be both active and selective to make the most out of their portfolios,” said Greg Ehret, CEO of PineBridge. “Heading into 2018, we are seeing disruption of all kinds create opportunities in markets.  As investors and stewards of our clients’ long-term obligations, we have a responsibility to stay ahead of the latest market challenges and provide timely insight into these opportunities.”

PineBridge 2018 Global Investment Outlook “Disruption Yields Opportunity”

Highlights from the 2018 Outlook are:

Economics: Disruption Pays Dividends in Global Growth

The great financial crisis ended the last sustained period of synchronized global growth. In 2018, the global economy will finally experience that growth once more. Markus Schomer, Chief Economist, sees a number of disruptions on the horizon:

In 2018, we expect a manufacturing-based business investment rebound to begin, which will send a powerful stimulus along the global manufacturing supply chain. The resynchronization of global growth should improve fundamentals sufficiently to support the ongoing risk-on rally in financial markets through 2018. Quantitative easing will continue to expand and support markets until 2019, when central banks will begin to withdraw liquidity for the first time since the financial crisis.

The Economics team also notes that Europe’s growth surprise should continue, with the threat of some political risk; while Japan is benefiting from stronger global growth, and emerging market fundamentals are improving. Global GDP forecasts have been raised to 3.6% in 2017 and 3.8% in 2018. For US GDP, growth forecasts have been revised to 2.3% in 2017 and 2.7% in 2018; for Europe GDP, 2.4% for 2017 and 2.3% for 2018; and for Asia GDP, 5.7% in 2017 and 5.6% in 2018.

Complete Economic Outlook

Multi-Asset: Investing Into an Era of Disruption

The reflationary regime is unfolding as we have

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