April 29, 2019

Implications of a U.S.-China Trade Deal: Who Wins? Who Loses?

As the United States and China work toward a resolution of the ongoing trade war, an important question is whether the agreement will achieve any appreciable further opening of the Chinese economy and, if so, how such gains will be distributed across China’s trading partners.

April 25, 2019

QMA’s Q2 2019 Outlook & Review

Despite the global growth slowdown, QMA projects that the general trend should be up near term, underpinned by central bank dovishness, and reasonably attractive valuations, as detailed in its latest Outlook & Review.

April 17, 2019

PGIM Fixed Income’s second quarter outlook: ‘Whiplash!’ and ‘Back From the Brink—But What Next?’

PGIM Fixed Income's Q2 outlook examines the conditions that may affect market performance after a strong Q1, the factors supporting global economic growth, and the forward trends of each fixed income sector.

January 30, 2019

QMA’s 2019 outlook & review: Are we there yet?

In QMA’s 2019 Outlook & Review, QMA’s Ed Campbell and the global multi-asset solutions team take on the daunting task of peering 12 months into the future. Will 2019 bring a return to more placid and pleasant times, or are treacherous markets likely to remain as the calendar turns?

January 17, 2019

PGIM Real Estate’s global real estate trends for 2019

In its Trends for 2019 outlook, PGIM Real Estate’s investment research team says that despite concerns about elevated real estate pricing, a perceived lack of available stock, heightened political uncertainty and a shifting policy environment, there is still plenty of capital targeting real estate.

January 14, 2019

PGIM Fixed Income’s first quarter market outlook: ‘More of less; Embracing the lukewarm’

PGIM Fixed Income’s first quarter 2019 outlook follows a period of heightened market volatility and notable developments in politics, monetary policy and economics. Yet, as several of PGIM’s portfolio managers note, amid stable, more moderate global growth, recent volatility may have opened a window of near-term opportunities.

January 08, 2019

Broadway’s "Hamilton" offers lessons on today’s markets

QMA uses “Hamilton” tickets to tease apart exactly what is—and is not—a crowded trade, and why it matters for investors hoping to insulate portfolios from disruptions that could come in the months and years ahead.

October 17, 2018

QMA Q4 2018 Outlook: Storm clouds are gathering

Trade tensions and the ongoing crisis in emerging markets top the downside risks. Trade uncertainty has now seeped into the GDP and business confidence data for Europe and Japan, while the combination of trade tensions, fears of Turkish lira contagion, and Fed rate hikes have contributed to slowdowns in a number of EMs, including China. On balance: The near-term risk of a global downturn remains very low. But storm clouds are gathering.

October 12, 2018

PGIM Fixed Income Q4 2018 Outlook - Standing Still: A Symptom of Less Synchronization and Giant Collisions

When investors recall the third quarter of 2018, many may cite the fractures that occurred in certain corners of the fixed income market. In its fourth-quarter outlook, PGIM Fixed Income evaluates the extent of the damage, the factors that contributed to the periodic volatility, how these issues may unfold going forward, and the nature of the opportunities that lie ahead.

August 31, 2018

QMA’s Q3 2018 outlook 'bearly bullish'

Earlier this year, global economic growth appeared to be coasting, with all major economies growing in unison for the first time since 2010. However, paths now appear to be diverging, shifted by escalating trade tensions, Italian politics and pockets of emerging market turmoil, according to QMA’s Q3 2018 Outlook & Review.