
Deconstructing Commercial Real Estate
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...
19 Mar 202418min

Pulse Check on U.S. Interest Rates
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...
7 Mar 202421min

Insurance in an Inflationary Age
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...
6 Feb 202426min

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...
26 Des 202319min

Realities in Rates
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...
30 Nov 202323min

Value Through Headwinds: What's Next for European Banks?
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...
7 Nov 202326min

From Low Ranger to High Plains Drifter
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...
12 Okt 202321min

View from the Top: Opportunities in High-Quality Credit
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 ...
28 Sep 202327min






















