Megatrends

PGIM’s Strategies around energy investing

Fueling the Future: Investing Across the Global Energy Landscape

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PGIM offers clients diversified solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate, private credit and other alternatives. Explore our energy focused investment strategies that address:

Global Infrastructure

A global, diversified and flexible portfolio construction designed to provide the potential for higher upside capture compared to more defensive infrastructure strategies, while still mitigating downside capture. Jennison Associates has been a pioneer in utility investing managing one of the largest utility strategies in the US since the 1990’s.

Build Bridges

Global Natural Resources

This strategy utilizes a top-down analysis fused with bottom-up, fundamental research to uncover companies that can organically grow both reserves and production, control costs, and provide the needed technology and infrastructure used in the search for reserves and the final production process.

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Real Estate Data Centers

In 2023, PGIM Real Estate launched its data center strategy, investing primarily in hyperscale global data centers worldwide. PGIM Real Estate has invested in data centers with a total value of over $900 million completed in partnerships with leading data center operators, including Equinix.

Utility Equity

A strategy that seeks total return that includes capital appreciation and current income by investing in utilities and utility-related companies. The strategy capitalizes on the growing need for energy.

Mid-Market Energy

PGIM Private Capital manages infrastructure-focused strategies for institutional investors, investing in mezzanine-level securities in middle-market energy companies. The strategies invest in the investment-grade private debt of companies involved in renewable energy, power generation and transmission, transportation (airports, toll roads, bridges) and a range of other real assets concerns.

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Carbon Solutions

Carbon Solutions takes a differentiated, comprehensive alpha-based approach to decarbonisation with a concentrated portfolio of 45-65 companies. With a global, all-cap multi-sector universe, the strategy seeks to invest across a broad range of companies, particularly where the contribution to decarbonisation and likely future growth are being underestimated.

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Explore the research

Today we stand at a critical inflection point for the energy system. For decades, the world has wrestled with an energy trilemma in balancing three goals: energy security and reliability, universal access to affordable energy, and mitigating and avoiding environmental harm. However, the complexity of balancing these competing priorities has dramatically increased in a world facing multiple interlocking crises.

Fueling the Future

Download the full research paper for insights on the global energy landscape.

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