Corporate Fundamentals and Sector Winners and Losers as The Golden Age of Credit Evolves

PGIM Fixed Income's Pandemic Response: Preparation, Planning, and the Path Forward: PGIM Fixed Income's June 2020 episode of All The Credit provides listeners with an inside look at how our firm prepared for COVID-19 and the changes that came with the work-from-home shift of more than 90% of our employees. In this episode, PGIM... by All the Credit

35 min listen

The Emerging Path for Investors with Cathy Hepworth, Head of PGIM Fixed Income's Emerging Markets Debt: In Episode 4 of PGIM Fixed Income's "All The Credit," Host and Senior Portfolio Manager Mike Collins is joined by PGIM Fixed Income's Head of Emerging Markets Debt, Cathy Hepworth. Cathy discusses her long-term tenure at PGIM Fixed Income, her path to... by All the Credit

35 min listen

Active vs. Passive, ESG Investing, and a Fixed Income Outlook with Mike Lillard, Head of PGIM Fixed Income and CIO: On the inaugural episode of 'All the Credit,' Host and Senior Portfolio Manager Mike Collins welcomes Mike Lillard, Head of PGIM Fixed Income and Chief Investment Officer. In this wide-ranging interview, the two discuss the debate over active vs.... by All the Credit

43 min listen

Opportunities in the Municipal Bond Market—Where Politics, Public Services, and Investments Collide: All The Credit host Mike Collins speaks with PGIM Fixed Income's Municipal Bond Team on our final episode of 2020. Episode 11 features Susan Courtney, Head of the Municipal Bond Team, and Garrett Falzone, Head of Municipal Bond Research.... by All the Credit

40 min listen

What Could A Biden Presidency and Divided Government Mean for Investors? Post-Election Views from PGIM Fixed Income: PGIM Fixed Income's Senior Portfolio Manager and All The Credit host Mike Collins welcomes two guests who possess unique insights into the U.S. political system. In this episode we hear from Nathan Sheets, PGIM Fixed Income's Chief... by All the Credit

39 min listen

Will We Ever Get Outta Here? ― Potential Paths For The Recovery with Nathan Sheets: In Episode 3 of All The Credit, host and Senior Portfolio Manager Mike Collins welcomes Nathan Sheets, PGIM Fixed Income's Chief Economist and Head of Global Macroeconomic Research, for a discussion about the current market crisis. Nathan draws... by All the Credit

35 min listen

"Capturing the Opportunity of Constraints" and Best Ideas with Greg Peters and Tom McCartan: In Episode 2 of All The Credit, Host and Senior Portfolio Manager Mike Collins welcomes Greg Peters, Head of Multi-Sector and Strategy, and Tom McCartan, Principal, LDI Strategies, for a discussion about how active fixed income managers like PGIM... by All the Credit

25 min listen

The Persistence of Supply-Side Constraints and Their Impact on Inflation: With inflation rising, shortages of key goods due to rising demand, and disruptions abound in the global supply chain, PGIM Fixed Income's All The Credit assesses the top-down macroeconomic factors at play and delves into some of the supply chain... by All the Credit

47 min listen

Can Real Estate Keep the Lights On? Investing in Securitized Credit During COVID-19: With companies less reliant on office space, an ongoing shift to online retail shopping, and a recession in our midst, owning top-of-the-capital structure securitized products in our multi-sector portfolios can be a key differentiator. Join Mike... by All the Credit

37 min listen

Asset Allocation in Today's Markets - Exploring Alternatives: With trillions of dollars in negative yielding debt around the world, money market rates pegged at zero, and relatively tight credit spreads, recent surveys of investors reveal plans for potential large allocation shifts from long-only strategies into... by All the Credit

33 min listen

Exploring China's Economic Maturation, International Relations, and Debt Dynamics: Hear from PGIM Fixed Income's Lead Economist for Asia Gerwin Bell, PhD, and EMD Portfolio Manager Johnny Mak as they take a deep dive into all things China: the economic growth outlook, potential demographic challenges, the country's fundamentals,... by All the Credit

42 min listen

Assessing European Leveraged Finance Opportunities with PGIM Fixed Income: In this episode of All The Credit, Senior Portfolio Manager and Host Mike Collins welcomes two of our London-based colleagues to discuss what makes the European High Yield, Bank Loan, and CLO markets attractive for investors. Jonathan Butler, Head of... by All the Credit

37 min listen

A Conversation with PGIM Fixed Income's Distressed Credit Analysts: In this month's edition of PGIM Fixed Income's podcast "All The Credit," Host and Senior Portfolio Manager Mike Collins welcomes PGIM Fixed Income's two distressed credit analysts, Gregory Cass and Carras Holmstead. Mike, Gregory, and Carras discuss... by All the Credit

34 min listen

European Perspective: COVID, Trends, and Credit Opportunities: Host and Senior Portfolio Manager Michael Collins welcomes two of our London-based investment professionals, Chief European Economist Katharine Neiss, PhD, and Head of European IG Corporate Bonds, Edward Farley. In this episode, they discuss Europe's... by All the Credit

47 min listen

Global Banks: Do Solid Fundamentals Mask Existential Threats from Digital Currencies and Technology?: In this episode of All The Credit, PGIM Fixed Income's panel discusses the latest emerging trends in the global banking sector, which include the rapidly growing interest in central bank digital currencies. Host and Senior Portfolio Manager Michael... by All the Credit

32 min listen

Making Sense of the Booms and Busts in Global Real Estate: In this episode of All The Credit, a panel of senior investment professionals from PGIM Fixed Income and PGIM Real Estate explore if there’s a housing bubble, how return to work scenarios could impact commercial office markets, what the future... by All the Credit

46 min listen

Navigating the Ups and Downs of the Global Credit Cycle: With approximately 100 years of investment experience across the three-member panel, this episode of All The Credit delves into the nuances of the current global credit cycle with a special focus on how the "rising star" phenomenon is... by All the Credit

34 min listen

Building an ESG Framework at PGIM Fixed Income: As ESG investing continues to make news headlines and discussions are on the rise with asset owners, PGIM Fixed Income is pleased to host a timely interview. In Episode Nine of All The Credit, Host and Senior Portfolio Manager Mike Collins... by All the Credit

36 min listen

Securitized Products: The Evolution of an Asset Class: Securitized products, sometimes referred to as structured products or, more generically, asset-backed securities, has—more recently—experienced dramatic growth in market size. And while the sector is approaching nearly $4 trillion, the securitized... by All the Credit

44 min listen

Corporate Fundamentals and Sector Winners and Losers as The Golden Age of Credit Evolves: This episode of PGIM Fixed Income's podcast All The Credit provides listeners with, quite literally, a view of all the credit. From corporate fundamentals to sector winners and losers, Rich Greenwood, Head of PGIM Fixed Income's Credit... by All the Credit

39 min listen

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 ABS Research, and Scott Motta, of the... by All the Credit

32 min listen

Emerging Market Debt: Glass Half Empty or Half Full?: Episode 20 of All The Credit® covers the current topics impacting emerging markets– idiosyncratic issues, the unique inflationary challenges facing EM nations, how developed markets impact the sector, China, and more. Cathy Hepworth, CFA, Head... by All the Credit

35 min listen

The Bonds are Back in Town: Discussing Potential Interest Rate Paths and Why “Low for Long” Might Be a Thing of the Past: 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 could today’s rate environment be a new paradigm? In this episode, Mike Collins, CFA, host and... by All the Credit

38 min listen

The Path Forward: The ESG-focus Post-COP26: The 26th annual UN Climate Change Conference (COP26) fell short of our expectations and left ESG-focused investors with more considerations than ever before. It also did little to add clarity to the path ahead. With COP26 behind us, host Michael... by All the Credit

49 min listen

Powering Down: Russian Energy’s Impact on European and Global Growth, Inflation, and Policy: The global impacts of Russia’s invasion of Ukraine are wide-ranging and include the global energy industry amidst the varied reliance on Russian oil and gas by European countries. With COVID-related supply shortages, the exacerbation of the shift... by All the Credit

48 min listen

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 season fast approaching, we wanted to provide an... by All the Credit

37 min listen

Investing Through the Arc of the COVID Recovery: In this episode of All The Credit, Mike Collins welcomes Chief Economist Nathan Sheets and Chief Investment Strategist Robert Tipp for an analysis of the economic, market, and political journey we’ve taken in the past year as well as a... by All the Credit

43 min listen

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 backdrop like this, investors’ and credit... by All the Credit

41 min listen

What’s in Store for 2022? A Discussion with PGIM Fixed Income’s New Co-CIOs: Despite the wildly unique ride that was 2021, which saw a boom in economic growth in most countries, a global inflation surge, and COVID’s constant and pervasive presence, the path of the global economy and financial markets may have been more... by All the Credit

45 min listen

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 with the underperformance of equities and bonds, has... by All the Credit

35 min listen

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Corporate Fundamentals and Sector Winners and Losers as The Golden Age of Credit Evolves

Corporate Fundamentals and Sector Winners and Losers as The Golden Age of Credit Evolves

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