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The Strategic Investment Research Group offers customized investment solutions to help meet every client's needs

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Welcome


Prudential Financial’s Strategic Investment Research Group (SIRG) was founded over 30 years ago to serve Prudential's wealth management divisions. Today our organization has grown to provide services to a wide range of Prudential businesses, ranging from basic oversight and reporting to full-service platform consulting and discretionary multi-manager portfolio management.

We have over 20 professionals, averaging more than 10 years of experience, dedicated to investment research.

WEEKLY MARKET REVIEW

A weekly recap of market performance, top news, and economic releases for the prior week.

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Highlighted Research


Post-Election Active Management Performance


President-elect Trump's pro-growth agenda is widely believed to be the impetus driving the equity markets higher since the election on November 8.  However, in looking more closely at the data, the market has been in a "risk-on" regime since mid-February, the bond proxy trade withstanding.  This was largely centered on technology stocks and higher beta.


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Active Managers Poised to Outperform?


Defensive, income oriented sectors of the equity market such as Utilities, Consumer Staples, Telecommunications, and REITs have outperformed the S&P 500 Index over the past 12 months.  This has created a performance headwind for active managers who, for the most part, tend to be persistently underweight these sectors.

 

This paper will discuss the drivers of the recent performance of the so-called "bond proxy" trade, provide an updated perspective on active managers' views, and outline some of the risks that investors may be overlooking.  Out conclusion is that  there is considerable downside risk associated with the bond proxy trade should interest rates rise, and that active managers are poised to outperform in such an environment.

 

Market Outlook


Investment Manager Survey - October 2016

Welcome to the latest edition of the SIRG Investment Manager Survey - a quarterly survey of senior investment professionals at investment management firms. This report provides an in-depth analysis of the views and sentiments regarding the economy, asset markets, and other pertinent issues affecting the investment community.

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Investment Strategy Outlook Q4 2016

SIRG's Investment Strategy Outlook provides a forward looking perspective on the market environment, and how it may impact investment strategies.

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