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   Asset Management - Investment Research

Green Shoots With Deep Roots
The trajectory of fundamentals continues to surprise on the upside. Unlike others, we have been calling for global growth to reaccelerate after wobbling into the spring as a result of Chinaís economic problems, the Fedís uncertain direction, and President Trumpís trade policies.

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Green Shoots With Deep Roots

Each month, we meet to evaluate our overall risk positioning and asset class convictions over a nine- to 18-month horizon. In this report, we take a broad look at the markets and our risk posture. Then, we drill down to discuss the
latest developments affecting our positioning within asset classes and provide a snapshot of our convictions across regions and markets.

PineBridge Investments, May 2019-Michael J. Kelly, Global Head of Multi-Asset