The US economy faces heightened recession risks as tariff measures and softening consumer sentiment weigh on growth. At the same time, rapid shifts in trade, fiscal, and monetary policies are driving significant market disruptions. With inflation, interest rate expectations, and fiscal deficits in focus, managing risk amid this uncertainty is critical for maintaining portfolio resilience. For institutional investors, the key to navigating this challenging environment will be balancing defensive positioning with tactical allocations to emerging areas of value as policy trajectories become clearer.
To help investors look through this complexity, PGIM brings together the following perspectives from its affiliates examining the opportunities and risks that are emerging across asset classes.
In this mid-year outlook, PGIM experts dissect where institutional investors are most exposed to regime lag, and where selective conviction is beginning to reemerge.
PGIM Fixed Income's Third Quarter 2025 Market Outlook
The Trump administration is reshaping the global landscape with bold policy moves that have stirred markets and exposed key vulnerabilities in the global economy.
Financial markets soared in 2024 with stocks hitting multiple record highs. As we enter 2025, will we see a continuation of this trend?
PGIM brought together experts from its affiliates to discuss the interplay between public and private credit.
Watch Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds share highlights from PGIM Fixed Income's 2Q 2025 Outlook.
A constructive outlook for the European economy exists, but Europe still faces a 'perfect storm' of cyclical and structural headwinds.
With inflation, interest rate expectations, and fiscal deficits in focus, managing risk amid uncertainty is critical for maintaining portfolio resilience.
US equities remain underpinned by earnings growth, a resilient albeit slowing economy and historically low unemployment.
PGIM Fixed Income's Second Quarter 2025 Market Outlook
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