Inflation: How We Got Here And Where We’re Going
Global inflation has shot up in the past year to multi-decade highs. But why has this happened and where do we go from here?
Research Brief: Portfolio Implications of a Higher US Inflation Regime
Inflation’s impact on traditional equity-bond allocations and on those with more weight to assets with direct inflation exposure, like commodities.
The fundamental truth in the permanent or transitory debate
Much has been written about inflation over the past year, with most of the debate focused on the nature of the increase: Is it permanent or transitory?
PGIM Quant Solutions at a glance *
$91.5 B
Assets under management17
Years average investment experience$1.5 Tn+
AUM of parent company, PGIM
Insights
2022 Q4 Outlook
Central banks are laser-beam-focused on trying to stem inflation by aggressively hiking interest rates, even at the risk of creating substantial economic pain.
Board Linkages: Finding Quality in Board Quantity
Corporate board connections can serve as a proxy for board quality. We use this non-financial indicator to enhance our quality factor.
Navigating the ESG Bubble: The Deal with Data
Despite recent headlines and heightened regulatory scrutiny about greenwashing, ESG remains on the forefront of investors’ minds.
ESG At A Crossroads: Time For A New Risk Direction
ESG investing is at a crossroads as regulators are demanding more transparency just as investors face inflation’s rising threat to portfolio performance.
^ Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.
* As of Jun 30, 2022