Is Higher Global Inflation Around the Corner?
Increases in government debt and central bank liquidity have heightened inflation concerns, yet our research finds little evidence to support such fears.
Thought Leadership
Fixed Income
All The Credit
In episode seven, Host and Senior Portfolio Manager Mike Collins welcomes John Vibert, PGIM Fixed Income's Head of Securitized Products.
POWELL AT JACKSON HOLE: FED DOUBLES UP ON 2% INFLATION
The Federal Reserve today announced an important change in its framework for conducting monetary policy.
Equities
A Consistent Approach to Custom ESG Investing
Gavin Smith, PhD, Head of Equity Research, details the benefits of QMA’s customizable, alpha-neutral ESG framework.
Beware False Prophets: Focus on the Logic of Value
Andrew Dyson offers investors a different outlook on the relationship between growth and value factors, a better perspective on the “Is Value Dead?” debate.
International Growth Equity: An Overlooked Alpha Opportunity?
Active strategies focused on consistently faster-growing international companies have the potential to outperform.
Real Estate
Assessing the potential benefits of diversification during a downturn
While returns are lower during a downturn, it is clear that the potential benefits of diversification and effective asset allocation increase significantly.
Comparing Previous Downturns
This short paper expands upon content first published in PGIM Real Estate’s 2020 Global Outlook report: Real Estate During a Crisis.
PGIM Real Estate Global Outlook
PGIM Real Estate assesses the global themes, regional perspectives, and potential near-term buying opportunities.
Alternatives
Investing in Direct Lending in Today’s Market Landscape
PGIM Private Capital’s Matt Harvey provides an overview of the direct lending market landscape for investors.
Mezzanine Investments: An Attractive Option for Institutional Investors
Through PGIM Private Capital’s regional office network, we have a long track record of successfully deploying capital through market cycles.
Commercial Mortgage Loans: An Alternative Asset in LDI Portfolios?
LDI portfolios traditionally rely on a combination of Treasury securities and long- and medium-duration corporate bonds as hedging instruments.
3rd Quarter Outlooks
Weathering Uncertainty on the Path to Recovery
Another quarter along from the initial onslaught of the COVID-19 pandemic, financial markets and the global economy continue to grapple with its effects. What direction the coronavirus will take over the next weeks and months is an unknown. Looking ahead to the third quarter, we’re focused on helping investors navigate the ongoing turmoil and take advantage of the opportunities that may result.
