The Case for Central Bank Action on Climate Change—An Evolution to Facilitate a Revolution
This paper discusses how central banks can support the needed evolution in monetary policy to meet the world’s broadening objectives to fight climate change.
Thought Leadership
Fixed Income
All The Credit
Gerwin Bell, PhD, PGIM Fixed Income’s Lead Economist for Asia and Johnny Mak, Emerging Markets Debt Portfolio Manager, take listeners on a deep dive into China.
The Evolution of U.S. Corporate Profits: Dissecting 70 Years’ of Performance
In this paper, we identify the factors influencing corporate profitability, which allows us to extrapolate how corporate profits may evolve in 2022 and 2023.
Equities
Cohesive Action Is Needed to Really Crack the ESG Code
Andrew Dyson opines on the current state of ESG and warns of the risks of divergence.
Top-Down Portfolio Implications of Climate Change
The impacts of climate change are likely to affect many aspects of human life, including the global economy.
The Key To Capturing EM’s Dynamism
Portfolio manager Albert Kwok gives his thoughts on why some investors may be disappointed in their emerging markets equity returns.
Real Estate
2021 Global Outlook: A Crisis Brings Opportunity
PGIM Real Estate illustrate identifies the opportunities that are among the most attractive on a risk-adjusted basis over the next year.
2021 Agricultural & Timber Market Update
This report covers U.S. agriculture and timber market updates with the latest year-end 2020 data.
Global Data Centers
A look at the underlying demand for data centers and examine how, based on current trends, the sector is set to grow significantly in the coming years.
Alternatives
Portfolio Positioning Post-Covid Economy
Head of Direct Lending, Matthew Harvey, shared his views on how to position portfolios for the Post-COVID economy.
PGIM Alts Forum Part II: The Changing Landscape for Private Credit
In Part 2 of PGIM’s Alts Forum, we explore the opportunities and risks surrounding a range of private credit strategies.
Boutique or Bazaar? Why alternative strategies may find their creative niche in larger organisations
Trends in the asset management industry are re-shaping the alternatives world.
Institutional Advisory & Solutions
Harnessing the Potential of Private Assets: A Framework For Institutional Portfolio Construction
As allocations increase, a portfolio’s liquidity structure changes. How can a CIO increase their confidence with private assets and unlock their potential?
Pinning the Tail on Inflation
Many real assets besides gold have positive inflation exposures. This article explores four elements for successful investing in real assets.
Webinar – US Stock-Bond Correlation: What Are the Macroeconomic Drivers?
In our on-demand webinar, PGIM experts to explain their research findings, explore how macroeconomic drivers could shift stock-bond correlation.
2021 Best Ideas
Future in Focus
The past 12 months have tested the world in ways that were hard to imagine last January. What started as a solid year for equities was turned upside down as the COVID-19 virus spread across the world in the first quarter, crushing global economies and virtually all asset classes and, more importantly, devastating the lives of millions.
