Trends Tracker: Ideas to Move Markets
Industry-leading fund selectors joined PGIM Investments for a roundtable discussion on key trends shaping the global markets. Hosted by Citywire’s Amy Maxwell, panellists included:
- Sébastien Gentizon, Global Head of Fund and Manager Research, Pictet Wealth
- Antonio Cannizzaro, Portfolio Selection Manager, Eurizon Capital
- Uwe Ketelsen, Head of Portfolio Management, 7iM
- Dr. Sarah Ruggins, Head of Multi-Asset Research, St James’s Place
- Matt Shafer, International Head of Distribution, PGIM Investments
Watch the videos below for insights on the most pressing issues impacting the fund selector community. In addition to exploring PGIM’s latest Gatekeeper Pulse® survey findings, topics discussed include bonds, alternatives, global equities, and opportunities driven by AI and data centres.
Fixed income priorities and allocating to alts
Panellists detail their priority strategies amid favourable fixed income conditions and share insights on incorporating alternatives into portfolios.
Top trends: decarbonisation and AI-driven opportunities
The discussion turns to innovation in decarbonisation investing and compelling opportunities in data centres driven by AI’s rapid ascent.
RELATED INSIGHTS & PGIM SOLUTIONS
Active Fixed Income
Bond yields occupy heights not seen in years, offering uniquely promising income potential following historically aggressive monetary moves to lift interest rates.
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AI & Data Centres
AI demand is commanding more data and computing capacity, fueling an enormous infrastructure upgrade cycle to support the immense computing, storage, and networking needs.
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Decarbonisation
Carbon reduction efforts are poised to upend industries. Explore the areas we believe are best positioned to benefit from the new decarbonisation economy.
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Innovative Growth
While macro influences can move equities for fleeting periods, dynamic growth from innovative forces outside the economic cycle offers ongoing opportunity for investors.
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The views expressed herein are those of 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.
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.
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