Investment Themes 2023
PGIM asset managers provide insights on key trends set to shape the second half of 2023 and beyond, and offer ideas to seize the opportunities ahead.
WHAT’S ON THE MINDS OF HIGH-NET-WORTH CLIENTS?
Three of America’s top wealth advisors recently shared their insights about key topics on the minds of high-net-worth clients. Investing through volatile markets? Positioning portfolios to meet income, growth, and wealth preservation needs? Preparing efficient tax-management strategies? These top advisors shared their best ideas on these topics and more in the videos below. Listen to what we heard.
TOP IDEAS FROM: WENDY HOLMES, UBS
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TOP IDEAS FROM: WENDY HOLMES, UBS
TOP IDEAS FROM: JEFF ERDMANN, MERRILL LYNCH
TOP IDEAS FROM: BOB WALDELE, MERRILL LYNCH
R.J. Shook
Co-Founder & President
SHOOK Research
Wendy Holmes
Private Wealth Advisor
UBS
Jeff Erdmann
Private Wealth Advisor
Merrill Lynch
Bob Waldele
International Wealth Advisor
Merrill Lynch
ACCESS PGIM INVESTMENTS INSIGHTS
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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 to be, nor should it be construed as investment, insurance, financial, tax, or legal advice, and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional.
SHOOK RESEARCH, LLC is not affiliated with PGIM Investments, Prudential Financial, or any of its companies or businesses. PGIM Investments has compensated SHOOK RESEARCH to sponsor and participate in the TOP ADVISORS | TOP IDEAS video series. SHOOK RESEARCH does not endorse or recommend PGIM Investments or its investment advisory services.
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