What does the road to financial recovery look like and how can investors prepare for what lies ahead? Our investment leaders highlight the four factors to focus on in the coming months.
Positioning your portfolio for the challenges and opportunities ahead
Applying active decision-making is key in an uncertain environment
Divided government likely would produce moderate policies.
Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.
Efforts to achieve environmental goals may be consequential.
How the rules of investing in the large‑cap growth space have changed.
Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.
Attractive valuations and prospects for economic recovery support small-caps
The currency union faces four possible growth scenarios
Three main challenges to China’s future growth
VLog with Heike Fuerpass-Peter, Head of Lyxor Germany
In its Q4 2020 outlook, Jennison Associates, PGIM’s fundamental equity manager, explores the continued equity market recovery along with near-term headwinds and structural tailwinds for future growth.
The potential size and scope of future federal spending bills to bolster the economy, especially an infrastructure measure, would have important implications for the industrials sector.
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
For all the environmental, social and governance (ESG) challenges companies face today, there is one which unites them all – a challenge dwarfing all others in its urgency. ‘E’ for the environment. ‘E’ for the elephant in the room. ‘E’ for the emergency we all now face: the failure of our fossil-fuel civilisation to address climate change.
There are salient policy differences between the presidential candidates in the 2020 US election that could have important implications for investors.
US election could impact ailing municipal budgets.
While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.