Supply Chain Strain Reframe
Earlier this year, PGIM Fixed Income developed an inflation indicator tool that uses various economic variables to segregate the supply factors that explain the change in inflation, from those associa...
19 Dec 202231min
The Bonds are Back in Town: How the Pandemic has changed the "low for long" into a strategic buying opportunity in bonds?
For the first time in decades, long-term interest rates have broken out of their steady downtrend with recent spikes. Is this a temporary irregularity? Or has the rate environment reverted to a paradi...
29 Nov 202238min
What's Next for the Global Economy and the Fixed Income Market? A Discussion with Greg Peters and Daleep Singh
On this special edition of All the Credit®, Mike Collins hands the mic to PGIM Fixed Income's Co-Chief Investment Officer, Greg Peters, and newly appointed Chief Global Economist, Daleep Singh, to dis...
19 Okt 202230min
College Credit: Analyzing Changes in Student Loans and the ABS Market
With the recent announcement of a major student loan forgiveness program in the U.S., we dissect the program and its implications for fixed income investors. PGIM Fixed Income's Florence Chan, Head of...
29 Sep 202232min
Powering Through: An Update on Europe's Energy Strategy
In a prior episode, we examined the broad economic implications of the European energy crisis as a result of Russia's invasion of Ukraine and the related effects of the conflict. And with the winter s...
30 Aug 202236min
Abundant Long Term Opportunities in Active Fixed Income
After a challenging first half of the year for fixed income, we see reason for optimism ahead for a variety of sectors. PGIM Fixed Income Multi-sector Portfolio Manager, Lindsay Rosner, CFA, and Senio...
10 Aug 202239min
Kaleidoscopic Credit: Searching for Clarity in an Atypical Credit Cycle
The current, compressed, and rapidly changing credit cycle, which has experienced dramatic swings in economics, policy, inflation, and corporate fundamentals, has been anything but typical. With a bac...
6 Juli 202241min
Redefining and Realigning the 60/40 Portfolio
Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled wi...
23 Maj 202234min
