Weekly View from the Desk
PGIM Fixed Income shares their weekly views and outlook for fixed income markets.
TAKE AN ACTIVE APPROACH TO FIXED INCOME
Selective solutions amplify opportunities
Income with upside selling at a discount
Elevated yields and deeply discounted prices contribute to an exceptional bond market backdrop at a time when monetary policy appears destined to call attention to the attractive conditions. While the upside potential is compelling on its own, fixed income’s appeal as a diversifier is also apparent amid heightened valuations and volatility among equities.
Stay Ahead of the Curve with Active Fixed Income
Investment Grade Corporate Bonds
Multi-Sector Credit
High Yield Bonds
Emerging Markets Debt
Purpose in the Process
Entities that conduct themselves in a manner consistent with strong ESG standards demonstrate a commitment that bodes well for their business operations, whereas those with lower-end sustainability indicators invite risks that inject uncertainty into their credit outlooks. Given that each company’s ESG-relevant actions correspond with potential investment implications, ESG factors are integrated into fundamental analysis and the decision-making process through a proprietary ESG impact ratings framework.
Fixed Income foundation Built on Experience
PGIM Fixed Income has grown into one of the industry’s largest and most-experienced fixed income asset managers.
FEATURED INSIGHTS
Tactical Turns in the Slow-Go Bull Market
In its 2Q 2025 outlook, PGIM Fixed Income shares their views on the current economic environment and outlook for fixed income markets.
U.S. Trade Policy at the Center of Global Economic Tensions
PGIM Fixed Income's Lead Geopolitical Analyst, Mehill Marku, reacts to President Trump's April 2, 2025 announcement on reciprocal tariffs.
Flexibility in a New Era of Fixed Income
PGIM Fixed Income reviews how a more stable macro backdrop can unlock today’s bond market opportunities.
Bond Bull Market Fuels Active Opportunities
The fixed income bull market is likely to see compelling entry points as growth and inflation dynamics widen and prompt uneven central bank responses.
Sources of data (unless otherwise noted) are as of 31 December 2024.
References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.
The views expressed herein are those of PGIM investment professionals at the time the comments were made, may not be reflective of their current opinions, and are subject to change without notice. Neither the information contained herein nor any opinion expressed shall be construed to constitute investment advice or an offer to sell or a solicitation to buy any securities mentioned herein. Neither PFI, its affiliates, nor their licensed sales professionals render tax or legal advice. Clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. The manager has no obligation to update any or all such information; nor do we make any express or implied warranties or representations as to the completeness or accuracy.
Any projections or forecasts presented herein are subject to change without notice. Actual data will vary and may not be reflected here. Projections and forecasts are subject to high levels of uncertainty. Accordingly, any projections or forecasts should be viewed as merely representative of a broad range of possible outcomes. Projections or forecasts are estimated based on assumptions, subject to significant revision, and may change materially as economic and market conditions change.
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