While Global Growth Remains at Risk, Recession is Unlikely
Despite a shift in investor sentiment, global growth remains at risk. In the latest volume of quarterly outlooks, PGIM’s leading macroeconomic and investment experts share their insights on geopolitical risks, central bank dovishness, the potential rebound of the Chinese economy, and much more.
Key Equity Themes for 2019
Jennison Associates’ 2019 outlook discusses key equity themes for the year and the sectors that might offer the best opportunity.
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?
What Hamilton Has to Teach Us About Todays Market
Using the phenomenally successful Broadway musical as an allegory, Maggie Stumpp teases apart exactly what is – and is not – a crowded trade, and why it matters for investors hoping to insulate portfolios from the types of disruptions we could face in the months and years ahead.