rates and credit risk
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Fed’s Warsh Leaves Rate Options OpenAn interest rate move by the Fed would be up for debate in July as officials face mixed signals on jobs growth.Read More
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Tech Volatility Returns as Rate Outlook ShiftsThe prospect of rising interest rates rippled across financial markets, as the potential spillover for technology companies and the broader economy came into focus.
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Fed Officials Split on Rate Hikes After Oil ShockThe Federal Reserve left interest rates untouched on Wednesday at its first policy meeting under new Chair Kevin Warsh, although some officials estimated an increase in the benchmark rate this year.Read More
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Europe’s Energy Shock: Growth in the CrossfireThe latest energy shock is weighing more on Europe’s growth outlook than inflation.
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Securitised ProductsSeeking Balance in EU Securitisation ReformThis blog provides an update on our latest policy engagement at Eurofi in Copenhagen which centered on the steps needed to revive the European securitisation market.
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Emerging MarketsFirst-Hand Perspective on China’s Domestic PivotThe findings from a trip to several cities in China, to ascertain the bottom-up realities affecting growth, fall into three categories.
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Artificial Intelligence & Data
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Has AI Turned Value into Growth? A Look at the Russell RebalanceThe 2026 reconstitution of Russell indices will be larger with regards to value versus growth and large versus small. We analyze the portfolio implications.
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AI Investing: Climbing the Wall of WorryMark Baribeau, CFA, Head of Global Equity at Jennison, challenges common misconceptions and shares his views on today’s AI investment landscape, from inflecting demand and valuations to emerging opportunities and key risks across the AI value chain.
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WebinarPower, Property, and Credit: A Cross Asset View on Data CentersPGIM experts examine how today’s data center build out is being financed and where the most compelling opportunities are emerging.
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