All topics
Monthly chart pack: PGIM's mid-year outlook for 2026
Discover PGIM's four key investment themes
What's changing in the markets, and what does it mean for investors? PGIM's mid-year investment outlook highlights a series of themes and charts that tell a tale of tailwinds and thicker tails, a new yield paradigm, and more.
RELATED CONTENT
Chart Pack: Mid-Year Outlook for 2026 (PGIM)
| 15 Jul 2026Explore PGIM's key investment themes for the reminder of this year through an interactive and engaging chart pack.
ETFs in Insurance General Accounts – 2026 (S&P Dow Jones Indices)
| 15 Jul 2026U.S. insurance companies held USD 49 billion in ETFs at the end of 2025, an increase of USD 10 billion from one year prior. This is a small portion…
The Credit Market Lens: A Higher Bar for Earnings Season (PIMCO)
| 15 Jul 2026Higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised…
Rethinking U.S. Exceptionalism: A Case for Diversification (Robeco)
| 15 Jul 2026For years, one dominant theme has been rewarded: back the U.S., and tune out the rest. For some investors, that positioning was not even a deliberate…
Real Estate: From Repricing to Relevance (PIMCO)
| 15 Jul 2026Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and…