REITs on the Recovery Path
PGIM Real Estate shares insights on the improving global real estate outlook and where it sees compelling opportunities.
Opportunities and Risks Amid Global Crosscurrents
As policymakers project ongoing vigilance against inflation, scaled back expectations for eagerly anticipated rate cuts add uncertainty to a global market backdrop already marked by fragile economic and geopolitical conditions. PGIM affiliates share insights on opportunities to pursue and potential pitfalls to avoid across a range of asset classes, sectors and regions as the environment evolves.
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.
Ongoing uncertainty continues to foster alpha opportunities by issue, sector, term structure and currency positioning. Read PGIM Fixed Income’s second-quarter outlook to learn where the investment team sees the most upside promise at a time when elevated yields boost market return potential.
Economic trends set a supportive backdrop for companies positioned to deliver durable earnings growth as broader conditions slow. Learn how Jennison Associates breaks down the growth-equity opportunity by sector in the firm’s second-quarter outlook.
There is still reason to hold out hope for a soft landing despite sticky inflation. In a second-quarter outlook that forecasts moderate economic conditions, PGIM Quantitative Solutions explains how global earnings trends should provide continued cause for optimism.
REITs pulled back in the first quarter after rallying late last year. PGIM Real Estate’s second-quarter outlook outlines why the investment team expects positive performance trends to resume and highlights property sectors and regions with potential for multi-year expansion.
PGIM asset managers share insights on key investment themes driving markets in the quarter ahead.
PGIM Real Estate shares insights on the improving global real estate outlook and where it sees compelling opportunities.
Jennison Associates’ Mark Baribeau highlights compelling opportunities to monetise on the AI megatrend.
PGIM Fixed Income recently shared their views on the current investment environment and outlook for the second quarter.
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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.
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