EUROPEAN OUTLOOK FOR 2025: OPPORTUNITY FORGED IN CRISIS?
Can opportunity beckon in trying times? Read on to explore the outlook for Europe across PGIM.
Opportunities and Risks Emerging Through Global Crosswinds
Questions surrounding monetary policy, geopolitical tensions and other macro factors fuel ongoing uncertainty in global markets. At the same time, uneven conditions among major economies foster an evolving mix of opportunities and challenges by region and sector. To help investors navigate the environment in the first quarter and beyond, PGIM offers the latest perspectives from its affiliates on conditions across asset classes.
Anomalies in the geographical allocation of capital, heightened geopolitical uncertainty, and election outcomes portending relaxed fiscal discipline in major market economies warrant careful consideration as investors position for the environment ahead. PGIM President and Chief Executive Officer David Hunt shares why building resilient, diversified portfolios is more important than ever as part of his discussion of major investment themes for 2025.
While broad uncertainty impacts short-term conditions, elevated yields underpinning attractive return potential continue to contribute to a bullish long-term bond forecast. PGIM Fixed Income breaks down the global bond market outlook, including macroeconomic analysis and sector-specific insights.
Growth equities remain supported by earnings potential, low unemployment and retreating inflation. Jennison Associates explains why growth companies linked to secular growth trends appear especially likely to attract positive investor attention against a resilient, albeit slowing, economic backdrop.
Risk assets remain supported by solid growth and abundant liquidity, yet questions about U.S. equity valuations, global trade and China’s growth trajectory inject new levels of uncertainty into markets. PGIM Quantitative Solutions explores the likely implications for the investment environment.
PGIM Real Estate reviews the REIT market and current opportunities in first quarter 2025.
On top of our usual collection outlooks by asset class, experts from our affiliates provide timely insights on topics of particular interest to fund selectors in the current market environment. The latest offerings include special reports on the European Outlook 2025 and PGIM’s Annual Best Ideas.
Can opportunity beckon in trying times? Read on to explore the outlook for Europe across PGIM.
PGIM's 2025 Annual Best Ideas highlights areas where it believes investors will find promising opportunities across public and private asset classes.
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