Fueling the Future: Investing Across the Global Energy Landscape
Navigating an unprecedented and uncertain energy landscape is critical for long-term investors.
Discover megatrends based on your portfolio interests
Megathemes
Asset Class
The Megatrends Collection
Megatrends are reshaping global economies, industries, and markets. These trends have been focused on social and political change, technology disruption, and demographic and climate change. Understanding how these megatrends interact and impact different regions and populations allows investors to invest smarter. At PGIM, we draw insights from investment professionals, leading academics and policymakers worldwide to examine the most notable megatrends and identify the long-term investment implications across asset classes and sectors.
The Transformation of Labor Markets
The forces reshaping labor markets will impact productivity, growth, inflation and deficits, creating a new set of winning and losing industries and countries.
Food For Thought
Understanding and navigating the rapid evolution of our fragile global food system is crucial for institutional investors.
The New Dynamics of Private Markets
The current growth and complexity of private capital is radically altering the investment opportunities and challenges facing institutional investors.
Reshaping Services: The investment implications of technological disruption
The impending wave of technology-driven disruption in the services sector will offer long-term, active investors ample opportunity across a host of industries.
Cryptocurrency Investing: Powerful Diversifier or Portfolio Kryptonite?
Cryptocurrencies remain unattractive for institutional investors, but underlying technologies present new opportunities.
Weathering Climate Change
Exposing the hidden portfolio vulnerabilities and potential opportunities in the transition to a lower-carbon world.
After the Great Lockdown
Now is the time to focus on the massive disruption that lies ahead so we’re best positioned for when the Great Lockdown has passed.
The Future Means Business
Disruptive forces have led to the emergence of three new business models that are radically changing the investment calculus for institutional investors.
The End of Sovereignty
Insights on the escalating tussle between globalization and nationalism, and the investment implications for global financial markets.
Emerging Markets at the Crossroads
As emerging markets diverge, PGIM believes investors need to abandon the old top-down country view in favor of a bottom-up approach across sectors and themes.
Longevity
Global aging has profound consequences for individuals, businesses, governments and investors. Explore the investment implications of this megatrend.
The Wealth of Cities
The "prime time" of urban expansion creates a wealth of new opportunities for investors beyond real estate, from consumer goods to agricultural supply chains.
Meet the Team
The Megatrend series is written and published by PGIM's Thematic Research team, who bring in both internal and external contributors across public and private asset classes.
Shehriyar Antia
Head of Thematic Research
Shehriyar Antia
Jakob Wilhelmus
Director,
Thematic Research
Jakob Wilhelmus
