Macro Headwinds, Attractive Valuations Put Japanese Stocks in Focus
John Hall, Principal at PGIM Quantitative Solutions, discusses why Japanese equity valuations might be attractive for investors with a long-term horizon.
Republic First Bancorp, a Philadelphia-based bank, became the newest casualty in the banking sector after regulators took control of the company. While banks are facing challenges around higher interest rates and profitability, Republic First’s collapse appeared to be a one-off event, and not a sign that liquidity issues are widespread.
George Patterson, CIO of PGIM Quantitative Solutions, discusses the management failures that led to Republic First’s downfall, the role that regional banks play in the US economy, and why it is crucial for investors to scrutinize fundamentals and management quality for companies across all sectors.
John Hall, Principal at PGIM Quantitative Solutions, discusses why Japanese equity valuations might be attractive for investors with a long-term horizon.
Patrick McDonough, Portfolio Manager for PGIM Quantitative Solutions, discusses how investors can capture micro-cap opportunities emerging from market volatilit
An escalation of hostility in the Middle East has led to increased geopolitical nervousness and heightened risk of further economic volatility.