PGIM’s Baribeau: Why there is ‘never room for value’ in portfolios

In Investment Week, Mark Baribeau, head of global equity at PGIM Jennison Associates LLC and co-manager of the PGIM Jennison Global Equity Opportunities fund, highlights key trends the team has been playing since the start of the year, including e-commerce, digital payments and the digital transformation of enterprises.

“What we are trying to find are structural winners, companies that are either defining the structural shift in an industry or are benefiting from the structural shift in the industry.”