PineBridge Investments: Positive On Japan Equities

The video discusses the reduction of equity risk due to market headwinds like inflation, tapering, and regulatory changes in China. It emphasizes the importance of being selective in investments, particularly in multi-asset portfolios. Opportunities in Japan equities are highlighted, considering semiconductor shortages and political changes. The video also explores commodities as an inflation hedge, noting the impact of monetary policy and China's growth. Finally, it discusses investing in real assets, focusing on real estate and e-commerce, to address inflation concerns.

What are the three major headwinds mentioned that could lead to a decline in equities over the next 9 to 18 months?

How does the speaker suggest navigating through market volatility?

What opportunities does the speaker see in Japan equities despite recent corrections?

What is the speaker's view on commodities as a hedge against inflation?

How does the speaker describe the current approach to inflation in investment returns?

What types of real assets does the speaker suggest investing in?

What factors does the speaker believe could affect the performance of US residential property?