REITs Become Move in Ready
PGIM Real Estate explores the commercial real estate outlook for 2024.
Long-Term Opportunities in a Period of Resiliency
With inflation subsiding and central banks opening the door to a policy shift, global markets entered 2024 on a more optimistic note but remain cautious about the challenges that may still arise. Higher interest rates, slower growth worldwide and geopolitical turmoil leave a cloud of uncertainty over the outlook. But investors who look beyond the current cycle will find attractive long-term opportunities across asset classes. To help investors navigate this environment, PGIM brings together the following perspectives from its affiliates.
While immediate concerns attract a lot of attention in a business that keeps score daily, effective long-term perspective requires insight into the ways our ever-changing world affects portfolio construction over time. PGIM President and CEO David Hunt shares an institutional investing update based on the three biggest themes that emerged from his recent conversations with CIOs around the world.
As earnings trends reveal evidence of a slowing economy, Jennison Associates explains how to find companies positioned to sustain their growth trajectories even as broader conditions deteriorate. Learn about the secular trends the team is targeting at the year’s outset.
While fear of a U.S. recession increasingly appears unfounded, global economic conditions remain uneven. In its first-quarter outlook, the PGIM Quantitative Solutions team shares insights by asset class and region as it outlines its approach amid mixed-market conditions.
Just as rising rates tend to be unkind to REITs, notable upside typically emerges after rate-hiking cycles end. PGIM Real Estate’s first-quarter outlook highlights historical parallels surrounding interest rates and other market factors aligned in support of a lasting REIT resurgence.
PGIM asset managers share insights on matters of market-moving importance in this ongoing Q&A series.
PGIM Real Estate explores the commercial real estate outlook for 2024.
PGIM Fixed Income explores navigating fixed income opportunities and risks in 2024.
Jennison Associates explores the growth equities outlook for 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.
For compliance use only 3395064