A municipal portfolio shouldn’t be judged by how neatly it fits into a box. It should be judged by what it delivers. Today’s municipal market is giving investors more to work with. Higher starting yields, greater dispersion, and meaningful differences in relative value across the curve, credit spectrum, and sectors have created…

Although inflation risks have moderated, they have not disappeared. Central banks around the globe are increasingly debating rate hikes. The Fed is expected to remain on hold, but policy risks remain skewed toward hawkish outcomes.

The discussion continues with a closer look at how ruptures will impact expected returns across fixed income, equities, credit, gold and private assets.

Higher long-term yields are reshaping the market backdrop, but strong earnings, continued AI investment, and U.S. economic advantages remain supportive for risk assets.

In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment of where markets stand and what lies ahead in 2026.

Ray Dalio, founder of one of the world’s largest hedge funds, Bridgewater Associates, joins PGIM for a special edition of The Outthinking Investor.

Peter van der Welle and Co-Head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of this 135-page report.

AI-driven analysis of market sentiment transforms unstructured data into signals for forecasting financial markets. Discover how it works.

Geopolitics has been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in the Middle East escalate, it could lead to a sharp rise in oil prices, with negative consequences for inflation, economic growth, and risk assets.

A year ago, former U.K. Prime Minister Gordon Brown warned that the world was becoming more fragmented, more multipolar, and increasingly shaped by power rather than rules. One year on, where does he think we stand? In this episode of Fixing Your Interest, Gordon, Chair of PIMCO’s Global Advisory Board, rejoins Andrew Balls…

Geopolitical competition is reshaping the global investment landscape. In this episode of Market Matters, Julia Hermann shares highlights from a recent webinar featuring Michael LoGalbo and geopolitical strategist John Sitlides of Trilogy Advisors. They explore how shifting global alliances, U.S.-China tensions, and rising…

John Vibert, Head of Credit at PGIM, recently spoke at the Milken Institute Global Conference, discussing market volatility and access, and public-private credit solutions, among other topics.

During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, Monica Defend, Head of Amundi Investment Institute & Chief Strategist, and Didier Borowski, Head of Macro Policy Research explored likely economic outlooks and the implications for different asset classes in light of recent events in the…

Dan Rasmussen of Verdad Advisers challenges some of the most popular narratives in markets today. From private equity and private credit risks to AI-driven capital cycles and overlooked opportunities in biotech and international equities, Dan offers a deeply research-driven perspective on where investors may be misallocating…

PGIM was honored to participate in the 8th Annual Greenwich Economic Forum (GEF), a premier conference for the world’s leading investors, asset managers, economists, and policy makers.

In this month's podcast, Amundi takes a longer view than usual, looking at its market convictions and investment views for the next 12 months.

Institutional investors have not been as broadly optimistic as they are today since the announcement of a COVID-19 vaccine. It suggests they are becoming immune to policy uncertainty or at least believe such uncertainties have peaked.

The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?