After a first half marked by uncertainty and volatility, investors confront third-quarter conditions promising more of the same. While risks related to slowing growth and unpredictable trade policy persist, diverging central bank actions and evolving market-specific developments foster opportunities for active managers. Resilience is a priority portfolio characteristic, and investments offering liquidity, flexibility and diversification beyond traditional assets are critical to creating it.
PGIM presents updated market analysis within and across asset classes brought to you by investment managers navigating conditions in their respective areas of expertise.
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SPOTLIGHT ON 2025
On top of our usual collection outlooks by asset class, experts from our affiliates provide timely insights on topics of particular interest to fund selectors in the current market environment. The latest offerings include special reports on the European Outlook 2025 and PGIM’s Annual Best Ideas.
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European Outlook for 2025: Opportunity Forged in Crisis?Can opportunity beckon in trying times? Read on to explore the outlook for Europe across PGIM.
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2025 Best Ideas: Alpha Opportunities Beyond the Macro VolatilityPGIM's 2025 Annual Best Ideas highlights areas where it believes investors will find promising opportunities across public and private asset classes.
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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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