Holiday Indigestion: The Investment Implications of GLP-1s
All the Credit26 Des 2023

Holiday Indigestion: The Investment Implications of GLP-1s

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®, host Brian Barnhurst, CFA, Co-Head of Credit Research, is joined by U.S. Leveraged Finance Credit Research Analysts, Elizabeth Halpin, CFA, Richard Kus, CFA, and Scott Swanson, CFA, to consider the investment implications of GLP-1s across fixed income markets and industries.

Recorded on December 19, 2023. This content is not intended to be a substitute for professional medical or health advice, diagnosis, or treatment, and does not constitute medical or other professional advice in any form.

Episoder(66)

Credit Markets in Transition: Public–Private Credit Portfolios

Credit Markets in Transition: Public–Private Credit Portfolios

Private credit has grown rapidly over the past decade, prompting many investors to revisit how public and private credit can work together in modern portfolios. In this podcast, we explore how this sh...

5 Feb 31min

Credit Markets in Transition: Asset-Based Finance Part II

Credit Markets in Transition: Asset-Based Finance Part II

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, ...

17 Des 202531min

From Buyers to Builders: Assessing the U.S. Housing Market

From Buyers to Builders: Assessing the U.S. Housing Market

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...

7 Okt 202529min

Central Banks: Can Independence Prevail?

Central Banks: Can Independence Prevail?

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 ...

12 Aug 202521min

Credit Markets in Transition: Systematic Strategies

Credit Markets in Transition: Systematic Strategies

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...

22 Jul 202528min

Macro Shocks and Market Shifts

Macro Shocks and Market Shifts

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...

11 Jun 202527min

Credit Markets in Transition: The Evolution of Liability Management

Credit Markets in Transition: The Evolution of Liability Management

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...

3 Jun 202524min

Credit Markets in Transition: Liability-Driven Investing, A Multi-Sector Approach

Credit Markets in Transition: Liability-Driven Investing, A Multi-Sector Approach

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...

3 Apr 202519min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
pengesnakk
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
rss-skravla-gar
rss-markedspuls-2
lederpodden