3Q19 Outlooks & Reviews: Investment Opportunities Amidst Prolonged Economic Uncertainties
Increased trade tensions, market volatility and dovish federal policies have left investors with many uncertainties about the months ahead. PGIM experts cut through the noise in our latest quarterly outlooks.
2019 Q2 Capital Market Assumptions
QMA’s Capital Market Assumptions provide 10-year forward-looking expectations for the most widely held equity, fixed income and non-traditional asset classes, measuring both return and risk. They underpin our long-run outlook for strategic allocations and multi-asset portfolios.
A Trifecta for EM Equity Outperformance? A Dovish Fed, Steady Dollar and China Stimulus Could Fuel Emerging Markets
Having been cautious on emerging market equities for most of 2018, QMA’s Global Multi-Asset Solutions Team has recently shifted to a more positive stance, tactically adding to our EM equity allocation. QMA believes that the global macroeconomic backdrop for EM has improved, and there is a strengthening case for EM outperformance. In this new white paper, QMA explains their latest thinking.
Capturing the Rubber Band Effect: How We Do Deep Value
Are value equity strategies now in a similar position to the fall of 2016, the last time the “rubber band” snapped back?