As we get ready to ring in the new year, it is important to take a step back and look at the profound impact that our rapidly changing world will have on the way asset managers construct their portfolios.
Whether you consider the need to craft asset allocation strategies that meet a new meaning of resiliency, the implications of a new higher-for-longer environment, or the continued evolution and growth of private alternatives, there are exciting opportunities emerging as we work together to meet clients’ needs and create safer retirement outcomes for all.
Watch as PGIM's President and CEO David Hunt talks about the big themes he is hearing in conversations with CIOs globally and the implications for institutional investors heading into 2024.
Three Big Themes
Resiliency and Risk – As risks evolve, CIOs are rethinking the meaning of resiliency and placing more emphasis on liquidity and diversification.
Interest Rates and Inflation – CIOs are adjusting portfolios to account for higher interest rates and increased inflation in 2024.
Private Alternatives – CIOs are increasingly finding new asset classes within private credit that will be attractive from both a risk and diversification perspective – and as banks have lending constraints – private investors have an opportunity to significantly expand the range of private credit strategies they can employ.