Geopolitical Insights

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Geopolitical Insights

PGIM experts analyze the shifting political dynamics, offering insights into policy shifts, regulatory developments, and implications for investors.

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Latest insights

Is Globalization Truly Coming to An End?

Apr 11, 2025

Discover how shifting trade dynamics are reshaping the global economy.

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Geopolitics

U.S. Trade Policy at the Center of Global Economic Tensions

Apr 03, 2025

PGIM Fixed Income's Lead Geopolitical Analyst, Mehill Marku, reacts to President Trump's April 2, 2025 announcement on reciprocal tariffs.

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On Tariffs with Tom Porcelli: Part 3-Emerging Markets on Watch

Mar 18, 2025

In this session, our experts discuss the outlook and potential shocks for emerging market countries, credit issuers, and local rates posed by new U.S. tariffs.

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Megatrends

A New Era of Globalization

Mar 20, 2025

Globalization has splintered into two distinct tracks, creating new investment opportunities and risks.

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Resilient Investing Amid Geopolitical Uncertainty

Sep 10, 2024

PGIM’s survey found that geopolitical risk and elections are top of mind for investors. Explore strategies to mitigate risk and capture opportunities.

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U.S. Election

President Trump’s Early Policy, Cabinet, and Market Dynamics

Mar 07, 2025

President Trump’s plans for his cabinet, tariffs, taxes and other policies are beginning to take shape during his first 100 days in office.

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Global Investment Implications from the U.S. Election

Nov 07, 2024

Mao Dong, analyzes Trump's economic agenda, and the key investment themes that investors should consider across public and private markets.

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David Hunt on CNBC: Geopolitical Risk and Global Divergence Top of Mind for CIOs

Oct 30, 2024

David Hunt joins CNBC from Riyadh to discuss geopolitical risk and the importance of maintaining a long-term view through election cycles.

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PGIM in Business Insider: How Money Managers Are Preparing Portfolios for the Election

Oct 29, 2024

Business Insider features PGIM's 2024 Global Risk Report on institutional investors' biggest election concerns.

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Managing Through Election Cycle Volatility & Beyond

Aug 15, 2024

As the 2024 US Presidential election begins to heat up, investors will be looking to see if historical election-cycle market trends continue

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Part 2: What could economic policy look like under a democratic administration in 2025?

Oct 12, 2024

An insightful analysis on future economic policies under a potential Democratic administration in 2025.

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Part 1: What could the economic policy look like under a Republican administration in 2025?

Aug 22, 2024

PGIM experts update investors on the US election's potential impacts to financial markets and the economy.

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2024 Election: Super Tuesday Results & What's Next

Mar 06, 2024

After the results of Super Tuesday, it became clear that America is looking at a rematch between President Biden and former President Trump.

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Global

Geopolitics

Balancing Act: Europe's Push for Self-Reliance in Defense

Apr 10, 2025

Watch Mehill Marku, Lead Geopolitical Analyst, as he discusses European defense spending and how it may influence fixed income strategies in the region.

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Central Bank Policy

Fiscal Takes the Lead as ECB Cuts Rates

Mar 06, 2025

Katharine Neiss, PhD, Deputy Head of Global Economics for PGIM Fixed Income, reacts to the European Central Bank's March 2025 monetary policy meeting.

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German Elections 2025

Feb 25, 2025

Germany is entering a pivotal moment in its political and economic landscape. Discover the strategic implications for investors after their recent election.

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s.4 ep.10: Future-Proofing Portfolios - Taxes, Tariffs, and Government Spending

Oct 09, 2024

Investors must examine how fiscal policies will shape an evolving investment outlook. Glenn Hubbard and Jason Furman join The Outthinking Investor.

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S.4 Ep.9: Global Elections in Focus - The Impact on Investors and the World Economy

Sep 10, 2024

A busy year on the election calendar holds the potential to bring profound change to global politics, economic policy, and the investment environment.

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All The Credit

Recent Global Elections-from the Ballot Box to Fiscal Policy

Jul 25, 2024

This episode dives into the latest election outcomes in both developed and emerging nations and the impact of these elections on fiscal deficits.

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Industry Trends

Explore insights on the latest trends across the investment landscape.

Explore Insights

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