2025 Best Ideas: Alpha Opportunities Beyond the Macro Volatility
Jan 20, 2025
PGIM 2025 Annual Best Ideas highlight areas where it believes investors will find promising opportunities across public and private asset classes.
With uncertainty a constant presence in the current investment environment, the challenge for investors will be to look beyond macro volatility and identify long-term opportunities. Active management will have a critical role in this endeavor. As investors pursue more resilient portfolios in an unsettled time, active managers with experience in a variety of market cycles will be uniquely positioned to uncover opportunities and manage risk.
The 2025 edition of PGIM’s Annual Best Ideas is a collection of opportunities based on our breadth of experience and deep expertise across public and private asset classes. While they are not intended to predict the future, the ideas featured in this report represent strategies that can be attractive for investors seeking to capture alpha amid a fast-evolving outlook.
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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.
This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.
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