Looking for timely information on fixed income trends and market opportunities? PGIM is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
📻 Siste episoder av All the Credit
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Credit Markets in Transition: Public–Private Credit Portfolios (00:31:47)
Private credit has grown rapidly over the past decade, prompting investors to revisit how public and private credit can work together in modern portfolios. In this episode of All the Credit, we explor...
Credit Markets in Transition: Asset-Based Finance Part II (00:31:25)
Private asset-based finance (ABF) is the catch-all of credit markets—a diverse and complex segment offering a wide range of investment opportunities. In this follow-up to our previous ABF discussion, ...
From Buyers to Builders: Assessing the U.S. Housing Market (00:29:56)
As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as p...
Central Banks: Can Independence Prevail? (00:21:10)
An independent central bank is the key to providing credibility to its monetary policy choices; credibility which anchors inflation expectations and allows a central bank to manage the demand-side of ...
Credit Markets in Transition: Systematic Strategies (00:28:16)
In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This ep...
Macro Shocks and Market Shifts (00:27:41)
In this episode of All the Credit®, we explore the catalysts of recent market turbulence and outline the challenges posed to fixed income investors. With a focus on key market drivers, we share insigh...
Credit Markets in Transition: The Evolution of Liability Management (00:24:05)
In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they're reshaping outcomes for investors, credit...
Credit Markets in Transition: Liability-Driven Investing, A Multi-Sector Approach (00:19:33)
Shifts in interest rates have thrust Liability-Driven Investing (LDI) into the spotlight, reshaping pension plan liabilities and presenting new de-risking opportunities. This episode of the All the C...
Credit Markets in Transition: Asset-Based Finance (00:26:31)
Asset-based finance (ABF) has grown in popularity as an attractive alternative to traditional direct lending and its turning heads with those looking to capitalize on investment opportunities. This e...
China: Projections for 2025 (00:28:58)
Amid global complexities, China's economic outlook presents both challenges and opportunities that are crucial to investment considerations. In this episode of All the Credit®, we weigh possible growt...
High Voltage: Exploring Developments Across the U.S. Electric Grid (00:26:37)
Accelerating demand growth for U.S. power has wide ranging investment implications. In this episode of All the Credit®, we explore the complexities surrounding the demand for power generation driven i...
Crude Realities: Analyzing the Outlook for Oil and Energy Markets (00:15:20)
What challenges and opportunities lie ahead for oil markets amid looming oversupply and fluctuating demand? In this episode of All the Credit®, we delve into the outlook of crude oil, exploring supply...
Recent Global Elections—from the Ballot Box to Fiscal Policy (00:26:15)
As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus in the investment sphere. This episode dive...
Inflation Shifts and the Bond Market Response (00:18:20)
Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focu...
The Business of Bonds with PGIM Fixed Income's Co-CIO (00:39:37)
Bonds are back and with fixed income gaining interest with investors, we're taking an introspective look at our investment process and how we're navigating current market dynamics here at PGIM Fixed I...
Mapping Geopolitics in Emerging Markets (00:22:51)
Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, we provide an in-depth analysis of th...
Deconstructing Commercial Real Estate (00:18:54)
With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it's time to revisit and reassess the CRE space. Get our thoughts on the CRE m...
Pulse Check on U.S. Interest Rates (00:21:33)
Despite fluctuating post-pandemic interest rates, the U.S. economy has shown unexpected resilience. Contrary to predictions of a possible recession the U.S. economy continues to show signs of economic...
Insurance in an Inflationary Age (00:26:29)
In the current climate of rising premiums and inflationary pressures, the insurance industry faces significant challenges. In this episode of All the Credit®, Tom Porcelli, Chief U.S. Economist, and P...
Holiday Indigestion: The Investment Implications of GLP-1s (00:19:39)
In recent months, GLP-1 drugs have been thrust into the spotlight, amplified by increased media attention and several headline-grabbing comments from large retailers. In this episode of All the Credit...
Realities in Rates (00:23:13)
Rates have sharply increased in the past 18 months and at PGIM Fixed Income, we anticipate they will remain elevated. In this episode of All the Credit®, Brian Barnhurst, CFA, Co-Head of Credit Resear...
Value Through Headwinds: What's Next for European Banks? (00:26:22)
While U.S. money center banks have emerged as an attractive subsegment of the U.S. investment grade corporate market, European banks face unique challenges sustaining their market prominence. Given th...
From Low Ranger to High Plains Drifter (00:21:50)
Investors could be pardoned if they have whiplash, but the fact is that interest rates go through paradigm shifts. Indeed, they just migrated from a decade of ultra-low levels back to what may be a su...
View from the Top: Opportunities in High-Quality Credit (00:27:15)
With our macro base case calling for below trend, but positive growth and elevated inflation, we see a fairly healthy environment for credit and credit returns looking forward. In this episode of All ...
Brews and Bulls: Exploring Big Brewers (00:14:18)
Amid the dog days of summer, we're serving up the latest episode of All the Credit® on an industry that produces the alcoholic beverage of choice for a large swath of consumers—beer. Who are the main ...
