The Future Means Business
Disruptive forces have led to the emergence of three new business models that are radically changing the investment calculus for institutional investors.
The COVID-19 pandemic will have profound and lasting impacts on virtually every segment of society. The extent of that tumult is difficult to predict, but institutional investors need to focus on the ongoing disruptions and how the coronavirus will structurally alter the behavior of companies, consumers and governments. In our latest Megatrends piece, we draw on the insights of more than a dozen PGIM investment professionals across our autonomous businesses to examine these new realities and discuss the impact and opportunities for long-term investors.
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The pandemic has forced businesses to adapt in ways that will lead to lasting changes in consumer behavior and corporate business models. Investors who focus on some of the big structural changes in global supply chains, technology and real estate will be well positioned for the future.
Taimur Hyat, Chief Operating Officer at PGIM, joins Capital Allocators’ monthly podcast to discuss PGIM’s latest megatrends report, After the Great Lockdown. During the conversation, Hyat shares findings from the recent research publication, including the crisis’ impact on supply chain and inventory management, commercial and residential real estate, and potential investment opportunities coming out of the pandemic.