Navigating uncertainty in search of alpha (Special Report)
Explore PGIM's Special Report to discover the firm's six best ideas for the year ahead, as well as its outlook and…
Investment Process
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The Year Ahead: Convergence, Carry and Chance (PGIM)
The global economy is being transformed by a constellation of forces, including demographic shifts, policy changes…
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When Will AI Be Both Powerful and Profitable? (Research Affiliates)
History shows that extraordinary capex can sustain a competitive position without creating value for investors.…
Factor MAX: A New Signal for Predicting Factor Returns (Alpha Architect)
Investment professionals have long relied on factor investing—strategies built around characteristics like value,…
How Emerging Markets Borrow: New Evidence on Sovereign Bond Issuance (VoxEU)
Emerging market debt has surged since the pandemic, renewing concerns about rollover risk and fiscal vulnerability…
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Supply shocks, a rough Q1, and the K-shaped recoveryExplore this selection of high-quality insights…
