PGIM’s Post

The US has powered global growth amid divergent results around the world, and with inflation cooling, central banks have either cut interest rates or signaled their intention to loosen policy. Still, policymakers at the Federal Reserve and elsewhere remain wary of risks to the outlook. Elections in the US, UK, European Union, India and France could set the stage for new policy paths in major economies. Meanwhile, elevated rates and forecasts for slower growth have brought renewed attention to budget deficits and potential fiscal risks.   With the macro and policy outlook seemingly at a crossroad, it will be crucial for long-term investors to remain agile to both measure risk and capture opportunities as they emerge. View the outlooks: https://on.pru/3VU4dXS

With an evolution in credit markets underway, join PGIM experts as they discuss the growing interplay between the public and private segments and highlight where opportunities and risks lie. Register for the July 25th webinar here: https://on.pru/45ZruMM

The United States Congressional Budget Office has forecast that Social Security’s Old-Age and Survivors Insurance Trust Fund will be depleted in 2033. What does this mean for the future of retirement security? The latest episode of PGIM’s The Outthinking Investor features industry experts and their perspectives on the retirement outlook. Download the episode: https://on.pru/4cTvdOm Featuring: Dennis Simmons, Executive Director, Committee on Investment of Employee Benefit Assets Inc. (CIEBA) Andrew Biggs, Senior Fellow, American Enterprise Institute & Former Deputy Commissioner of the Social Security Administration and Michael Miller, CIMA®, PRP, Head of PGIM DC Solutions

The direct lending market is an increasingly popular alternative to traditional bank lending, but how can investors capture opportunities, manage liquidity, and navigate ever-evolving forms of capital? Episode three of our podcast ‘Speaking of Alternatives’ explores all of this and more. Featuring Eric Adler, CEO, PGIM Private Alternatives, in conversation with Matthew Harvey, Head of Direct Lending at PGIM Private Capital. Listen Now: https://on.pru/3VVXA7y

In the biggest election year in modern history, what could the UK, France and European election results mean for markets and investors? View our European elections roundup here: https://on.pru/3xKPFlB

CIOs need an action plan to address the cross-portfolio implications arising from a changing energy system. Learn more in PGIM’s new Megatrends report highlighting the opportunities and challenges for investors: https://on.pru/45UdfsI

In a changing trade environment, Australia represents a broad range of infrastructure possibilities for investors, from the living sector to transportation. PGIM’s new report, Building Asia-Pacific’s Future, takes a closer look at the diverse set of opportunities in Australia. Explore the research here: https://on.pru/3zz4xEg

Dr. Noah Weisberger, Managing Director of PGIM Institutional Advisory & Solutions, joined Nasdaq TradeTalks to discuss how new macro paradigms may be emerging, uncertainty around the outlook for interest rates, and the prospects for continued positive stock-bond correlation. Watch the full video here: https://on.pru/4cIUpqH

Is it time for investors to reconsider how they think of diversification in their portfolios? In a new episode of PGIM’s The Outthinking Investor, experts discuss the role a diverse mix of assets can play in the long term. Listen here: https://on.pru/4chXRbp

While many aspects of the energy transition remain unsettled and unclear, one thing about the transition is certain – it will take decades, and fossil fuels are not likely to be displaced altogether. The new PGIM Megatrends research examines the investment implications from the current energy system transition. Download the paper: https://on.pru/4eQNxth