From Our Global Desk

After the Great Lockdown

The COVID-19 pandemic will have profound and lasting impacts on virtually every segment of society. The extent of that tumult is difficult to predict, but institutional investors need to focus on the ongoing disruptions and how the coronavirus will structurally alter the behavior of companies, consumers and governments.

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Globalization 2.0—A New Synthesis

As this century dawned, the forces driving globalization seemed inevitable, inexorable, and broadly desirable. An array of evolving technologies was making the world smaller and national borders more fuzzy. These included information and communication capacities, most notably the worldwide web.

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We Stand by Our Employees, Our Clients and Our Communities

The last several weeks have indeed been difficult, as we all grapple with the rapidly evolving nature of what has become a full-blown humanitarian crisis. Our first priority - now and always - is the health and safety of our employees, our clients, and the communities in which we operate.

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Citywire CEO Tapes: Industry's Response to COVID-19 Crisis

David Hunt, Chief Executive Officer and Chairman, PGIM, joins Citywire and chief executives of other U.S. asset managers to discuss the industry's response to the COVID-19 outbreak and ensuing selloff of global market.

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When the Dust Flies: How Volatility Events Affect Asset Class Performance

Market volatility is inevitable over time, but what happens when the dust settles? Specifically, how do stocks and bonds perform during such events? Is asset class performance leading into an event different than after the event?

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A Guide To Navigating Uncertain Markets

As the fallout from the novel coronavirus (COVID-19) continues, investors’ increasing concerns are driving heightened market volatility. Investors worldwide are focused on the continuing impact of COVID-19 and where markets will go from here

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Implications of Coronavirus for Global Real Estate Markets

Concerns around the coronavirus continue to increase dramatically across the world, with most major countries now recording a sharp rise in the number of infections.

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Ramifications from the Collapse in Crude

We viewed Saudi Arabia’s decision to cut prices and increase production as not only targeted at Russia, but also aimed at U.S. shale producers who have increased their market share by about 5M barrels/day over the last five years.

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Prospects for Global Potential Growth: The Next Decade

The pace of global growth has slowed significantly during the past two years. After peaking at over 4% in 2017, it has softened to just above 3% at present, well below its two-decade average of nearly 3.7%.

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The Future Means Business

Disruptive forces have led to the emergence of three new business models that are radically changing the investment calculus for institutional investors.

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India-Ready to Step into China's Shoes?

India may be well placed to replicate China’s rise over the last three decades but the chance of success rests on India being able to drastically increase domestic savings and economy-wide productivity.

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Uncovering Alpha Opportunities Emerging Market Corporates

In a late-cycle environment where investors’ ongoing search for yield has compressed credit spreads across a range of sectors, the nuances in emerging market corporate bonds have continued to present compelling opportunities.

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2019 Q2 Capital Market Assumptions

We expect real economic growth in the developed economies to continue to moderate over the next decade, as it has for the last 30 years. Growth of the developed labor force is limited by domestic demographics, with no assumption for a significant offset from improved productivity growth.

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The Technology Frontier

We are living in an era of unprecedented technological change. Contrary to popular sentiment, the disruption unleashed by these advancements has spread well beyond Silicon Valley start-ups and FAANG stocks – and will dramatically reshape almost every industry in the global economy.

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Navigating an era of technology disruption

Technological change is going to shift the ground beneath our feet in ways that are quite profound for human lives and how we work.

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The Economics of Global Aging: Gray Skies, Rays of Policy Hope

The global economy is in the midst of an accelerating demographic transition. Since roughly 2010, the share of the world’s population that is of working age (15-64 years) has peaked, and it is now trending down.

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The Investment Implications of an Aging World

In a move that became front-page news around the world, China announced in late 2015 that it was abandoning its one-child policy. By lifting the restriction 35 years after its introduction, officials were tacitly acknowledging that the one-child law may have taken China down a demographic path that could now threaten its economic growth:

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Emerging Markets at cross roads

Emerging markets will be the primary driver of global growth over the next decade, but a radical shift in the forces shaping emerging markets will require investors to take a quite different investment approach from what may have worked in the past.

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The investment implications of urban expansion

This is the prime time of urbanization. Right now, 60 to 70 million people each year are being added to the urban population.

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