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  • S.5 Ep. 8: Staying the Course: The Power of Long-Term Thinking in Volatile Markets
     | August 12, 2025

    Volatility can test even seasoned investors. Hear lessons on avoiding common mistakes and identifying long-term opportunities amid an unpredictable outlook.

  • Private Equity & Macro Factors: Cash Flow & Performance
     | August 1, 2025

    How can macro signals sharpen private equity allocation decisions?

  • Deceleration, Divergence & Diversification
     | July 15, 2025

    As we navigate the third quarter of 2025, investors are faced with a number of challenges: tariff policies reshaping global markets, central bank divergence, and a shift in stock-bond correlation regimes. Against this backdrop, recession probability remains elevated at more than 60%, US fiscal debt is on the rise approaching 130%, and geopolitical tensions continue to fuel market volatility. Despite these challenges, there are potential opportunities that investors may be able to capture. Our Third Quarter 2025 outlook explores five key themes impacting markets and seeks to identify these compelling, actionable opportunities through our assessment of major asset classes.

  • Heads or Tails: Currencies and Capital
    Sameer Ahmed | July 11, 2025

    A section in our most recent PGIM Quant 2025 Q3 Multi-Asset Outlook, “Trade and The Global Monetary System: Two Sides of the Same Coin,” explored the intricate connections between global trade imbalances and monetary policy.

  • Two Sides of the Same Coin
    Sameer Ahmed | July 11, 2025

    A section in our most recent PGIM Quant 2025 Q3 Multi-Asset Outlook, “Trade and The Global Monetary System: Two Sides of the Same Coin,” explored the intricate connections between global trade imbalances and monetary policy.

  • 2025 Q2 Capital Market Assumptions
    Lorne Johnson, Marco Aiolfi, John Hall | June 13, 2025

    Trade and tariff policy has emerged as the most disruptive factor for the economic outlook.

  • Rethinking Diversification: Learnings from a Total Portfolio Approach
     | June 10, 2025

    With 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.  

  • Ghosts of Growth
     | June 2, 2025

    Winter, with its frosty breath and warm hearths, is the season I cherish most for rekindling old friendships.

  • Market Dynamics and Multi-Asset: Playing Defence and Offence
     | May 30, 2025

    Noah Weisberger discusses market dynamics fueled by fiscal stimulus and monetary policy, and how investors might want to allocate risk across their portfolios.

  • Europe's Balancing Act: Opportunities Amid Structural Challenges
     | May 14, 2025

    How are Europe's structural hurdles and strategic opportunities shaping markets?