Global equities offer a dynamic landscape of investment opportunities across a range of regions and sectors. Select global companies are taking advantage of robust secular growth trends, such as AI, fintech and ecommerce, and healthcare. Our PMs explain why they believe global investing today represents a positive - and relatively underappreciated - opportunity.
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The Direct-to-Consumer Advantage Direct-to-consumer models are essential for global brands today. They control the inventory, they control the pricing, and consumers can only shop through them. We explain why this model has been especially effective in the luxury markets and, in many instances, may offer significant investment opportunities.
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Fintech and Ecommerce: Opportunities in Innovation Large populations in emerging markets continue to lack basic financial services and convenient access to goods. Disruptive, digitally oriented companies today are meeting these huge needs for populations that historically have been ignored by traditional, large commercial institutions. We discuss why companies that solve for convenience, low price, and access can be “big winners” and huge investment opportunities.
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Healthcare: Obesity and Pain Management Few industries show as much promise in innovation as healthcare. One example is the development of drugs to treat diabetes and obesity. Approximately 800 million people globally were defined as or considered obese in 2020, and that number is expected to grow to about 1.2 billion people by 2030. Companies, however, have made huge strides in treating these and related health issues, offering an extraordinary opportunity for investors.
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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.
The views expressed herein are those of PGIM investment professionals at the time the comments were made, may not be reflective of their current opinions, and are subject to change without notice. Neither the information contained herein nor any opinion expressed shall be construed to constitute investment advice or an offer to sell or a solicitation to buy any securities mentioned herein. Neither PFI, its affiliates, nor their licensed sales professionals render tax or legal advice. Clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. The manager has no obligation to update any or all such information; nor do we make any express or implied warranties or representations as to the completeness or accuracy.
Any projections or forecasts presented herein are subject to change without notice. Actual data will vary and may not be reflected here. Projections and forecasts are subject to high levels of uncertainty. Accordingly, any projections or forecasts should be viewed as merely representative of a broad range of possible outcomes. Projections or forecasts are estimated based on assumptions, subject to significant revision, and may change materially as economic and market conditions change.
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