Conflict in Europe: A closer look at the energy market fundamentals
The clues to longer-term outcomes lie in the energy market's supply tightness in place long before Russia’s invasion of Ukraine.
Ukraine & Europe in Crisis
Latest Insights
War, Energy Markets and the Road to Stagflation?
A powerful combination of surging inflation and soaring energy prices, along with a war in Europe, may be leading the global economy to a painful economic slowdown. Watch the webinar replay to hear PGIM experts explore the risks, opportunities, and the potential ways investors can build a portfolio to be well-positioned in this complex environment.
Webinar replay
A Thematic Approach to the Fog of War and Hawkish Central Banks Guillermo Felices
Amid the highly uncertain range of macro outcomes, we distinguish the economic and market developments that now appear highly uncertain.
Russia’s Invasion: a ”Watershed for Europe,” but not the ECB
Despite the material risks posed to the eurozone economy by Russia's invasion of the Ukraine, ECB President Lagarde surprisingly announced policy changes.
UKRAINE, RUSSIA AND THE GLOBAL ECONOMY
The events unfolding in Ukraine over the past week have shocked and saddened the world. The human suffering is incalculable, and the financial and economic consequences of the war are already substantial and likely to grow. Watch the replay of our recent webinar, where PGIM brought together a host of experts to discuss the ongoing conflict and its ramifications.
Webinar replay
Ukraine Crisis Warrants Near-Term Caution as Markets Grapple With Heightened Uncertainty
While there is still significant uncertainty regarding how the situation in Ukraine will unfold, the call participants focused on three scenarios.
Cold War 2.0? Economic and Market Implications of Russia's Attack on Ukraine
Economic and market implications of Russia’s attack on Ukraine.
Between Geopolitics and Central Banks: Re-Assessing the Investment Outlook
Have markets accurately discounted the risks or is the potential for military mishaps, stagflation and a hard landing underestimated?
Russia’s Invasion: Eurozone Recovery Delayed, but not Derailed
The invasion of Ukraine is expected to dominate the ECB’s Governing Council meeting, our base case calls for a delayed, but not derailed, euro area recovery.
Confronting the Scylla and Charybdis of Inflation and Invasion
As investors were coming to terms with the threat of relentless inflation, Russia’s invasion complicated an already difficult investing environment.
Examining the Fallout of the Ukraine Crisis
PGIM asset managers examine the potential near- and long-term investment implications of the crisis from a global perspective and volatility management.
In the News
Ukraine War Creates a Dilemma for ECB, Risks Fragmentation
The shock stemming from the conflict in Ukraine, based on slower economic growth and higher inflation in the eurozone, puts the ECB in a difficult situation.
Markets 'Tone-Deaf' Amid Ukraine Crisis
Greg Peters, PGIM Fixed Income co-CIO, says investors are using the wrong playbook amid the Russia-Ukraine crisis.
Difficult backdrop for central bankers and investors
Greg Peters discusses the path of monetary policy and implications for risk assets in the wake of the Russia-Ukraine crisis.
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