Macro Shocks and Market Shifts
All the Capital11 Kesä 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.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(12)

Bridging the Capital Gap: Positioning for Expanding Infrastructure Opportunities

Bridging the Capital Gap: Positioning for Expanding Infrastructure Opportunities

Infrastructure needs are growing as aging transportation networks, energy-security investments and the digital transformation of the global economy increase demand for funding. At the same time, const...

30 Syys 25min

All the Capital 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 t...

18 Syys 37s

Credit Markets in Transition: Public–Private Credit Portfolios

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 sh...

5 Helmi 31min

Credit Markets in Transition: Asset-Based Finance Part II

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, ...

17 Joulu 202531min

From Buyers to Builders: Assessing the U.S. Housing Market

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 p...

7 Loka 202529min

Central Banks: Can Independence Prevail?

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 ...

12 Elo 202521min

Credit Markets in Transition: Systematic Strategies

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 ep...

22 Heinä 202528min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
rss-hereilla
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-paasipodi
rss-porssipuhetta
rss-hilden-kaira
rss-sisalto-kuntoon
rss-doulapodi
rss-startup-ministerio
rss-viisas-raha-podi
juristipodi
rss-rahamania
rss-karon-grilli
yrittaja