Featured Insights
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Fourth Quarter 2025 Outlook: Navigating the Shifting Sands of Global FinanceAmidst the macro uncertainty, investors should lean into high-conviction, high-quality exposures. Maintaining flexibility across asset classes will support portfolio resiliency to future policy shifts and macro shocks.
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Tailoring Insurance Investments: Yield Enhancement Strategies to Optimize Capital-Constrained Insurance PortfoliosInsurance companies operating in today's complex market environment must navigate evolving regulatory frameworks and market uncertainty, while also seeking to optimize their investment portfolios. This article outlines three strategies that we believe present distinct opportunities for insurance investors to enhance yield while prudently managing capital.
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Navigating the Nexus Part II: The Intersection of Insurance and Asset ManagementThe current volatility in financial markets highlights why getting the marriage of insurance capital and private credit right is so important.
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Credit Convergence: The Blurring of Public and Private CreditPGIM experts discuss investment strategies and portfolio implications across the public and private credit spectrum.
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Private Equity & Macro Factors: Cash Flow & PerformanceHow can macro signals sharpen private equity allocation decisions?
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Rethinking Diversification: Learnings from a Total Portfolio ApproachWith the economic and investment landscape evolving rapidly, some institutional asset owners are championing a new model for ensuring that asset allocations continue to remain aligned with their investment objectives.詳しくはこちら
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Income Returns of Infrastructure: Model Specification & EstimationWe examine the key components of our infrastructure equity income return models and review our model parameter estimation procedure closely.
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Additional Insights
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West Yorkshire Pension Fund CIO, John DeweyJohn Dewey is Chief Investment Officer at West Yorkshire Pension Fund, part of the Northern LGPS pool, where he leads investment strategy and collaboration across local authority funds.
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US Government Shutdown Brings New UneaseA partial shutdown of the US federal government blurred investors’ visibility into the health of the economy.
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Live WebinarExposing Overlooked & Interconnected Risks in AI, Energy, and TradeHow can you position your portfolios for unforeseen risks? Find out on Oct 23 at our live webinar.
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Tailoring Insurance Investments: The Hidden Value in IG Private Placement StructuresTake a deep dive into the structural elements that help to drive potential value in investment grade private placements.
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Speaking of AlternativesSpeaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments.
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