InsightsInsights

Managed futures typically outperform 60/40 portfolios during recessions and periods of unexpectedly high inflation.

What’s in store for the global economy in the coming year and is inflation’s steep rise likely to continue?

Where do liquid alternatives fit as asset owners look for ways to protect their investments amid volatile markets?

Sushil Wadhwani shares his latest outlook on recent global economic conditions.

Dr. Sushil Wadhwani appeared on Mercer’s Critical Thinking, Critical Issues podcast.

Although we came into the year expecting inflation to exceed consensus forecasts by a significant amount, we underestimated the size of the surprise.

Dr. Sushil Wadhwani, PGIM Wadhwani's CIO, shares his views on the biggest risks and opportunities in the market given the quickly changing economic environment.

Inflation is likely to spike in coming months for reason's ranging from pent-up consumer demand to massive fiscal stimulus.

As always, we actively adapt our investment framework in response to changes in the environment. 2020 was no exception.

PGIM Wadhwani's CIO, Dr. Sushil Wadhwani, shared his insights on current global economic conditions and investment challenges.

Changes in beliefs — and the crowding that this may lead to — can sometimes exert a powerful effect on the efficacy of risk premia strategies.

A number of alternative (risk-premia-based) strategies have performed poorly in the decade following the Great Financial Crisis (but pre-COVID).

In this Peston Lecture from 2013, Dr. Sushil Wadhwani considers ways to make monetary policy more effective – avoiding the traps the BoJ fell into in Japan.

In this companion piece to the Peston Lecture, Sushil Wadhwani and Michael Dicks focus on the time-varying relationship between inflation and the stock market.

With interest rates so low, there must be a risk that the bond market is in "bubble" territory - and, indeed, that it might burst.