All the Credit

PGIM Fixed Income
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All the Credit

Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income 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.

  1. Crude Realities: Analyzing the Outlook for Oil and Energy Markets

    29 OCT

    Crude Realities: Analyzing the Outlook for Oil and Energy Markets

    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-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election. We examine various energy subsectors and the financial health of U.S. energy companies. PGIM Fixed Income’s Tom Porcelli, Chief U.S. Economist, hosts Dave Winans, U.S. Investment Grade Credit Research Analyst.

    15 min
  2. Recent Global Elections—from the Ballot Box to Fiscal Policy

    25 JUL

    Recent Global Elections—from the Ballot Box to Fiscal Policy

    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 dives into the latest election outcomes in both developed and emerging nations, the growing divide in electorates, and the impact of these elections on fiscal deficits. This episode features PGIM Fixed Income’s Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Mehill Marku, Head Geopolitical Analyst, Cathy Hepworth, CFA, Head of Emerging Markets Debt, and host Tom Porcelli, Chief U.S. Economist. Recorded on July 16, 2024.

    26 min
  3. Inflation Shifts and the Bond Market Response

    9 JUL

    Inflation Shifts and the Bond Market Response

    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 focus on developed markets such as the U.S. and Eurozone, exploring the potential path of rate cuts, the attractiveness of bonds versus cash, and how a reflation scenario could impact investment strategies.   This episode features PGIM Fixed Income’s Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and host Michael Roper, CFA, Portfolio Manager, European Investment Grade Corporate Bonds.    Recorded on June 24, 2024.

    18 min
  4. The Business of Bonds with PGIM Fixed Income’s Co-CIO

    11 JUN

    The Business of Bonds with PGIM Fixed Income’s Co-CIO

    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 Income. We touch on our scenario-based approach, investment views, the fixed income opportunity set we see ahead, and what it means for us as we construct portfolios. This episode features PGIM Fixed Income’s Greg Peters, Co-Chief Investment Officer, and host, Brian Barnhurst, CFA, Head of Global Credit Research. Recorded on May 31, 2024.

    40 min
  5. Mapping Geopolitics in Emerging Markets

    2 MAY

    Mapping Geopolitics in Emerging Markets

    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 the current geopolitical landscape, its profound impact on emerging markets, and the risk factors on our radar. This episode features PGIM Fixed Income’s Cathy Hepworth, CFA, Head of Emerging Markets Debt, Mehill Marku, Lead Geopolitical Analyst, and host, Tom Porcelli, Chief U.S. Economist. Recorded on April 23, 2024.

    23 min
  6. Deconstructing Commercial Real Estate

    19 MAR

    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 market today, implications for the banking sector, and risk factors we’re monitoring. This episode features PGIM Fixed Income’s David Jiang, U.S. Investment Grade Credit Research Analyst, Jason Pan, CFA, FSA, Securitized Products Credit Research Analyst, and host, Tom Porcelli, Chief U.S. Economist. Recorded on March 12, 2024.

    19 min
  7. Pulse Check on U.S. Interest Rates

    7 MAR

    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 growth. In this episode of All the Credit®, Tom Porcelli, Chief U.S. Economist, hosts Guillermo Felices, PhD and George Jiranek, CFA, two of PGIM Fixed Income’s global investment strategists, for an analysis of U.S. interest rate fluctuations and their ripple effect on the economy, including responses across sectors, shifts in consumer financial health, and labor market dynamics. Recorded on February 23, 2024.

    22 min
  8. Insurance in an Inflationary Age

    6 FEB

    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 Pinto Suri, U.S. Investment Grade Credit Research Analyst, examine the complexities of the auto and home insurance sectors, challenges facing issuers in the post-pandemic environment, effects on insurers' pricing strategies, implications for CPI, and considerations for investors. Recorded on January 25, 2024.

    26 min
See All (55)

About

Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income 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.

Information

  • Creator
    PGIM Fixed Income
  • Years Active
    2020 - 2024
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © PGIM, Inc. 2024
  • Show Website
    All the Credit

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