UNCERTAINTY DRIVERS
Market volatility surged to multi-year highs in early 2025, as investors reevaluated assumptions around AI-driven investments and U.S. policies disrupted global trade dynamics. The Federal Reserve adopted a cautious “wait-and-see” stance, balancing the risk of resurgent inflation from new tariffs against signs of slowing economic growth. As the year unfolds, investors should brace for sustained volatility.
2H 2025 INVESTMENT THEMES
PGIM asset managers delve into key trends, offering valuable insights on navigating risks and unlocking potential in this challenging environment.
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Decarbonisation Efforts Progress With Practical SolutionsJennison Associates’ Jay Saunders highlights key practical trends that will play a vital role in advancing the decarbonisation journey as renewables continue to scale.
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REITs Poised to Benefit From Goldilocks ConditionsPGIM Real Estate’s Rick Romano discusses fundamental and structural tailwinds supporting mean reversion in REITs.
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Conservatism Wins in Private CreditPGIM Private Capital’s Matthew Harvey highlights how competition in larger markets is driving better opportunities and return potential in the middle market.
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Private Real Estate Enhances DiversificationPGIM Real Estate’s Darin Bright explains how valuations, limited supply, and diversification support the ongoing private real estate recovery.
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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.
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