PGIM Investments

As the rate-cut cycle begins, PGIM Real Estate’s Rick Romano highlights compelling investment opportunities with defensive demand characteristics that will continue to fare well even if the market slows.

Mark Baribeau, Head of Global Equity at Jennison Associates, favours secular growth names with strong fundamentals to weather a slowing economy.

While market volatility will likely stay elevated in the near term, PGIM Fixed Income’s Greg Peters remains constructive about the backdrop of fixed income and sees a compelling case for bonds.

Net zero has made investors rethink their exposure to energy investments. While some avoid fossil fuels entirely, it is increasingly apparent that this is unrealistic.

Jennison Associates’ Mark Baribeau explains why he’s optimistic about the ability of secular growth opportunities with durable demand to weather heightened macro uncertainty.

Attractive starting yields, impending rate cuts, resilient corporate fundamentals, and subdued default rates contribute to a compelling outlook for bonds.

The multi-decade transition to a lower-carbon economy offers an array of investment opportunities. Areas that help bridge the gap between old and new energy sources can help broaden alpha potential.

Against a backdrop of a resilient economy and impending rate cuts, we maintain a bullish outlook for fixed income and think it’s a compelling entry point.

PGIM asset managers highlight key trends that are shaping the second half of 2024 and identify attractive opportunities to prepare investors for the next phase of this economic cycle.

Attractive starting yields, moderating interest rates and subdued default trends contribute to compelling conditions for high-yield bonds. Jonathan Butler discusses how investors can make the most of the environment ahead.