Outsmart: Mastering
the new normal
Finding opportunities in growth equity, fixed income, real estate, and alternatives in a rapidly changing global landscape.
THE ENGINES DRIVING TOMORROW’S GROWTH
The coronavirus pandemic has caused broad social, professional, and technological disruption. With millions confined to their homes, trends already underway accelerated dramatically. Consumers increasingly purchased online, streamed entertainment, and turned to social media. Meanwhile, companies invested quickly in a range of technologies that support a work-from-home structure. Equity investors need to prepare for these and other ‘megatrends’ that are driving a new global economic order.
This first instalment in a multimedia series by PGIM Investments and Citywire explores the New EXceptional Technologies (NEXT) economy, and developments that are revolutionising our lives and creating new market leaders.
INNOVATION LEADS THE WAY
Thomas Davis, Global Equity Portfolio Manager at Jennison Associates, a PGIM Business, discusses megatrends in the home and workplace that have picked up speed, and explains how the investment team has managed this year’s historic volatility.
3 PARADIGM SHIFTS CREATING THE NEXT ECONOMY
The gap is widening between struggling ‘old economy’ companies and innovative new technology leaders. Understand the seismic developments that are changing the way we live, work, and operate as a society.
THE EARLY INNINGS OF THE TECH REVOLUTION
In this podcast, Thomas Davis, Global Portfolio Manager at Jennison Associates, a PGIM Business, describes the magnitude of technology-driven investment opportunities. “We are in the midst of one of the biggest periods of technological innovation and disruption, probably in a generation…the scale of the opportunity has probably even today been underestimated”.
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Jennison Associates, our fundamental equity manager, has a 50-year track record of identifying game-changing trends and investing early to capitalise on the fast growth potential of future market leaders in their nascent stages.
SEEK OUT THE EXCEPTIONAL
Finding long-term winners through global disruption.
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