Is globalization truly coming to an end?
Discover how shifting trade dynamics are reshaping the global economy.
Geopolitical Insights
PGIM experts analyze the shifting political dynamics, offering insights into policy shifts, regulatory developments, and implications for investors.
U.S. TRADE POLICY AT THE CENTER OF GLOBAL ECONOMIC TENSIONS
PGIM Fixed Income’s Lead Geopolitical Analyst, Mehill Marku, reacts to President Trump's April 2, 2025 announcement on reciprocal tariffs.
On Tariffs with Tom Porcelli
The first webcast installment details the potential macroeconomic outcomes for the U.S., and dive deeper into the resultant impact to key U.S. sectors.
Featured Insights
A New Era of Globalization
Globalization has splintered into two distinct tracks, creating new investment opportunities and risks.
Resilient Investing Amid Geopolitical Uncertainty
PGIM’s survey found that geopolitical risk and elections are top of mind for investors. Explore strategies to mitigate risk and capture opportunities.
U.S. Election
President Trump’s Early Policy, Cabinet, and Market Dynamics
President Trump’s plans for his cabinet, tariffs, taxes and other policies are beginning to take shape during his first 100 days in office.
Global Investment Implications from the U.S. Election
Mao Dong, analyzes Trump's economic agenda, and the key investment themes that investors should consider across public and private markets.
POST-U.S. ELECTION SECTOR IMPACTS
Explore how the potential expansion of U.S. tariffs, and the accompanying fiscal policies, will affect different industries.
Trump Term Two: Market Déjà Vu?
Financial markets are buzzing with anticipation as the US prepares for President-elect Donald Trump’s second term.
The Market Implications Carried by the GOP Wave
Market implications following the outcome of the U.S. elections, which is set to place the GOP in control of the White House, the Senate and possibly the House.
David Hunt on CNBC: Geopolitical Risk and Global Divergence Top of Mind for CIOs
David Hunt joins CNBC from Riyadh to discuss geopolitical risk and the importance of maintaining a long-term view through election cycles.
PGIM in Business Insider: How Money Managers Are Preparing Portfolios for the Election
Business Insider features PGIM’s 2024 Global Risk Report on institutional investors’ biggest election concerns.
Analysis of 4 Political Policy Areas on the U.S. Economy
A scenario analysis on four key areas related to the 2024 U.S. Elections, trade & tariffs, fiscal policy, immigration & labor supply, and monetary policy.
Potential Real Estate Changes in a Policy U-Turn?
After a wild three years whipsawing real estate values, policy changes might be the difference between a delayed real estate recovery and an accelerated one.
Managing Through Election Cycle Volatility & Beyond
As the 2024 US Presidential election begins to heat up, investors will be looking to see if historical election-cycle market trends continue.
Part 1: What could the economic policy look like under a Republican administration in 2025?
PGIM experts update investors on the US election's potential impacts to financial markets and the economy.
Part 2: What could economic policy look like under a democratic administration in 2025?
An insightful analysis on future economic policies under a potential Democratic administration in 2025.
Global Elections
German Elections 2025
Germany is entering a pivotal moment in its political and economic landscape. Discover the strategic implications for investors after their recent election.
A Higher-For-Longer Environment For The BOE
Katharine Neiss, PhD, Deputy Head of Global Economics for PGIM Fixed Income, reacts to the Bank of England's November 2024 monetary policy meeting.
s.4 ep.10: Future-Proofing Portfolios - Taxes, Tariffs, and Government Spending
Investors must examine how fiscal policies will shape an evolving investment outlook. Glenn Hubbard and Jason Furman join The Outthinking Investor.
S.4 Ep.9: Global Elections in Focus - The Impact on Investors and the World Economy
A busy year on the election calendar holds the potential to bring profound change to global politics, economic policy, and the investment environment.
Recent Global Elections - From the Ballot box to Fiscal Policy
As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus.