All The Credit
A discussion on why 60-40 portfolios should be realigned to focus less on asset returns and asset volatility, and more on investors’ long-term outcomes.
A discussion on why 60-40 portfolios should be realigned to focus less on asset returns and asset volatility, and more on investors’ long-term outcomes.
Join PGIM Fixed Income’s ESG-experts as they dig into the economic and investment implications to emerging markets caused by rising food prices.
Amid the highly uncertain range of macro outcomes, we distinguish the economic and market developments that now appear highly uncertain.
The clues to longer-term outcomes lie in the energy market's supply tightness in place long before Russia’s invasion of Ukraine.
George Patterson considers four prominent investment topics through the transitory vs. permanent lens.
Economic and market implications of Russia’s attack on Ukraine.
Downside risks have risen, limiting tactical investment opportunities – but prime real estate is well-positioned to weather whatever comes next.
Mexico has become a preferred location for higher value-add industries with robust domestic supply chains and other supporting infrastructure.
Supply-side and regulatory risks will have to be managed to a greater degree moving forward, but the investment case for single-family rentals remains strong.
PGIM experts examine the value that exists within the private alternatives space, as well as the opportunities yet to be uncovered.
Against a backdrop of ongoing market volatility, it’s no surprise investor interest in alts continues to grow given the diversifying power of the asset class.
The late CIO of Yale Endowment, David Swenson, left an indelible legacy to institutional investors which has influenced asset allocation policy worldwide.
Michell Teng discusses how climate change and early release schemes can affect super funds and the global economy.
Junying Shen discusses the implications of differing cash flow characteristics and performance among infrastructure asset sectors.
Quantifying the “hidden” performance cost of early access to retirement funds helps CIOs and regulators make more informed decisions.