The year ahead

Four key themes emerge in 2026 with far-reaching implications across asset classes

Fiscal dominance, structural growth, productivity gains, and the convergence of public and private markets stand out as four themes shaping the investment landscape in 2026.

PGIM's "The Year Ahead" connects macro outlooks with actionable investment ideas, analyzing how these forces are reshaping global economies, markets, and opportunity set for investors.

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2026 Market Outlook
Explore macro trends and asset class perspectives shaping global markets in 2026.

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2026 Best Ideas
Turn insights into opportunity with investment ideas that strengthen portfolios for the year ahead.

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Capital Market Assumptions
See how PGIM's long-term assumptions could inform portfolio planning for the next decade.

Read PGIM's CMA