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Emerging MarketsFive Factors Supporting Asian Credit Spreads
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All the CreditCentral Banks: Can Independence Prevail?In this episode of All the Credit®, we highlight the importance of central bank independence, particularly in the context of the U.S. Federal Reserve.
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S.5 Ep. 8: Staying the Course: The Power of Long-Term Thinking in Volatile MarketsVolatility can test even seasoned investors. Hear lessons on avoiding common mistakes and identifying long-term opportunities amid an unpredictable outlook.
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S.5 Ep. 8: Staying the Course: The Power of Long-Term Thinking in Volatile Markets
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
How can macro signals sharpen private equity allocation decisions?
Deceleration, Divergence & Diversification
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
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
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
Trade and tariff policy has emerged as the most disruptive factor for the economic outlook.
Rethinking Diversification: Learnings from a Total Portfolio Approach
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
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
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
How are Europe's structural hurdles and strategic opportunities shaping markets?