All the Capital

PGIM
  • 4.8 (65)
  • Investing
  • Updated Monthly

Markets move. Industries evolve. Capital follows. This is All the Capital, a new podcast from PGIM. Hosted by Keshav Rajagopalan, each month listeners will be taken inside the industries shaping investment opportunity today. Through conversations with PGIM's investors and industry experts, each episode explores the trends, innovations, and competitive dynamics transforming different sectors.

  1. Trailer

    All the Capital Trailer

    Every investment decision begins with a debate. Which risks matter most? Which opportunities are being overlooked? What assumptions deserve a second look?   All the Capital gives you a seat inside those conversations.  Hosted by Keshav Rajagopalan, PGIM's new podcast brings together experienced investors to explore the industries, challenges, and opportunities shaping decisions across capital markets.  Launching soon. Subscribe to All the Capital wherever you listen to podcasts.

  2. Feb 5

    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 shift may be changing the way multi‑asset portfolios are constructed and managed. We also focus on the challenges of imperfect data, why liquidity and valuations fall along a spectrum rather than a simple public‑versus‑private divide, and how combining strengths like private‑market sourcing and public‑market flexibility can improve overall portfolio construction. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Greg Peters, Co-Chief Investment Officer and Co-Head of Multi-Sector Strategies, and Tom McCartan, CFA, Multi-Sector Strategies Portfolio Manager.  Recorded on January 22, 2026.

  3. 12/17/2025

    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, we delve deeper into the asset class and what it takes to be successful from origination to underwriting and portfolio construction. We discuss investment areas of interest—as well as those we're apt to avoid—and examine the convergence of structured products and corporate credit through the lens of AI and data center finance. This episode also explores market dynamics, risk management, and where private ABF fits into multi-asset portfolio construction. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Oliver Nisenson, Head of Asset-Based Finance. Recorded on November 26, 2025.

  4. 10/07/2025

    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 persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle. PGIM's Brian Barnhurst, CFA, Global Head of Credit Research, hosts this discussion with Kaustub Samant, Head of Securitized Products Research, and John Maxwell, U.S. Leveraged Finance Credit Research Analyst. Recorded on September 24, 2025.

  5. 08/12/2025

    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 the economy and meet its mandate. In this episode of All the Credit®, we highlight the importance of central bank independence, discussing its significance, potential threats, and the implications of political interference—particularly in the context of the U.S. Federal Reserve. PGIM's Tom Porcelli, Deputy Head of Global Economics and Chief U.S. Economist, hosts this discussion with Daleep Singh, Vice Chair and Chief Global Economist, and Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist. Recorded on August 5, 2025.

    Central Banks: Can Independence Prevail?

  6. 07/22/2025

    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 episode of All the Credit® considers how these strategies use data-driven approaches to manage risk and seize market opportunities, while examining how advancements in artificial intelligence may further refine these processes. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts this discussion with Tyler Thorn, Multi-Sector Portfolio Manager. Recorded on July 9, 2025.

    Credit Markets in Transition: Systematic Strategies

  7. 06/11/2025

    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 insights into what the current economic landscape reveals about risk, opportunity, and evolving market dynamics. PGIM Fixed Income's Tom Porcelli, Chief U.S. Economist, hosts Gregory Peters, Co-Chief Investment Officer, and Daleep Singh, Vice Chair and Chief Global Economist. Recorded on May 29, 2025.

    Macro Shocks and Market Shifts

  8. 06/03/2025

    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, creditors, and the broader credit market. PGIM Fixed Income's Brian Barnhurst, CFA, Head of Global Credit Research, hosts Ryan Kelly, CFA, Lead Portfolio Manager and Head of Special Situations, and Rishav Puri, Special Situations Credit Analyst.   Recorded on May 21, 2025.

    Credit Markets in Transition: The Evolution of Liability Management
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Trailer

4.8
out of 5
65 Ratings

About

Markets move. Industries evolve. Capital follows. This is All the Capital, a new podcast from PGIM. Hosted by Keshav Rajagopalan, each month listeners will be taken inside the industries shaping investment opportunity today. Through conversations with PGIM's investors and industry experts, each episode explores the trends, innovations, and competitive dynamics transforming different sectors.

Information

  • Creator
    PGIM
  • Years Active
    2020 - 2026
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © PGIM, Inc. 2026
  • Show Website
    All the Capital

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