PGIM Investments

What do gatekeepers for some of the world’s largest financial firms think about current conditions and how are they investing in response? Read our Gatekeeper Pulse® report for answers from 210 billion-dollar decision-makers in Europe and Asia.

In the view of PGIM Fixed Income’s Gabriel Doz, today’s market backdrop—solid growth in the 2% range and inflation converging toward the Fed’s 2% target— helps showcase the deep experience and nimble nature of the PGIM Fixed Income investment teams.

As equity market returns continue to broaden following narrow performance trends last year, Mark Baribeau, Head of Global Equity at Jennison Associates, highlights secular growth areas that he believes will stand out in a slowing but steady economy.

Risk appetites among equity investors appear likely to grow amid rising potential for a monetary policy pivot, according to Mark Baribeau. Learn how this contributes to his upbeat 2024 outlook for growth stocks with dynamic attributes.

A relative value lens reveals emerging alpha opportunities against a bond market backdrop marked by elevated yields and the rate-hiking cycle’s end. Find out where PGIM Fixed Income’s Greg Peters sees the most compelling opportunities in 2024.

As earnings trends reveal evidence of a slowing economy, Jennison Associates explains how to find companies positioned to sustain their growth trajectories as broader conditions deteriorate.

Although enthusiasm may ebb as markets digest fixed income’s late-year surge, a bull market in bonds appears to be getting underway, according to PGIM Fixed Income.

PGIM Real Estate’s Rick Romano, Head of Global Real Estate Securities, shares insights on valuations, M&A activity, and growing potential for a REIT rebound based on historical trends surrounding the conclusion of rate-hike cycles. 

Jennison Associates, PGIM’s fundamental equity manager, explores their belief that a generative AI–driven investment cycle will sweep through the technology sector and, ultimately, the economy.

After nearly two years of rising interest rates and elevated yields, PGIM Fixed Income’s Jonathan Butler thinks today’s bond market favours high yield investors. Despite headwinds on the horizon, he believes it could get even better.