PGIM

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.

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.