Investment Manager Pulse
This quarterly survey of senior investment professionals gauges managers’ views on the economy, financial markets, and risks to their portfolios.
The latest edition of PGIM Quantitative Solutions’ Capital Market Assumptions (CMAs) is now available in which the Multi-Asset team shares its quarterly update for 10-year expectations for widely-held asset classes. The team’s near-term developed and emerging market economic growth and inflation forecasts are similar to those from the previous quarter. Evolving policy rates and a moderation in forecast economic growth and inflation have important implications for long-term asset class forecasts.
This quarterly survey of senior investment professionals gauges managers’ views on the economy, financial markets, and risks to their portfolios.
Short-duration HY bonds can help mitigate interest and credit risk while providing strong, less volatile, return potential than equities and broad HY bonds.
The transition from traditional energy sources to renewables is expected to create a broad set of opportunities that go far beyond energy and transportation.