Growth equities to shine in 2023, if interest rates stabilise

This year was a terrible year for growth equity investing but the next year will be a year they can shine, as long as interest rates stabilise, according to Raj Shant, London-based managing director and equity portfolio specialist at Jennison Associates, which is a fundamental equities manager owned by PGIM.

Participant:
Raj Shant, managing director and equity portfolio specialist at Jennison Associates and Julia Newbould, managing editor, Conexus Financial.

Moderator:
• Julia Newbould, managing editor at Conexus Financial

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What the transformation of the labour market means to investors

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus

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