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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 appro
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 profo
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 s
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
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 Res
In recent months, GLP-1 drugs have been thrust into the spotlight, amplified by increased media attention and several headline-grabbing comments from large retailers. In this episode of All the Credit®, host Brian Barnhurst, CFA, Co-Head of Cr
Rates have sharply increased in the past 18 months and at PGIM Fixed Income, we anticipate they will remain elevated. In this episode of All the Credit®, Brian Barnhurst, CFA, Co-Head of Credit Research, is joined by guests Mick Meyler, Head o
While U.S. money center banks have emerged as an attractive subsegment of the U.S. investment grade corporate market, European banks face unique challenges sustaining their market prominence. Given the fragility of the Eurozone’s economy, with
Investors could be pardoned if they have whiplash, but the fact is that interest rates go through paradigm shifts. Indeed, they just migrated from a decade of ultra-low levels back to what may be a sustained period back “home” in their long-te
With our macro base case calling for below trend, but positive growth and elevated inflation, we see a fairly healthy environment for credit and credit returns looking forward. In this episode of All the Credit®, we’ll take a closer look at th
Amid the dog days of summer, we’re serving up the latest episode of All the Credit® on an industry that produces the alcoholic beverage of choice for a large swath of consumers—beer. Who are the main players in the big brewing industry and wha
Quantitative tightening (QT), the unwinding of the large scale of purchases of a broad range of financial assets by central banks, has become a feature of monetary policy since the great financial crisis. Though central banks around the world
Just a few months ago, the market was confident that post global financial crisis, financial sector reforms, and regulatory scrutiny ensured that the U.S. banking system was rock solid, and that the next cycle's culprit would emanate from else
With “x-date” looming, concerns about a potential default are weighing on financial markets and the global economy. As the nation’s solvency hangs in the balance, Daleep Singh, PGIM Fixed Income’s Chief Global Economist and Head of Macroecono
After years of strict COVID lockdowns, China’s domestic consumer economy is rapidly re-opening. Meanwhile, global manufacturing—normally an area of Chinese dominance—is being challenged by tighter credit conditions after years of progressive ce
Recent global banking failures shook investors and markets alike, leaving many wondering if we’re witnessing a repeat of the 2008 global financial crisis. In this episode of All the Credit®, Mick Meyler, Head of Developed Market Rates, and Davi
A confluence of higher debt levels, tightening central bank policies, and weakening growth are raising red flags around borrower credit quality as signs of financial strain are beginning to emerge. Against this backdrop and as a part of our int
The residential real estate market directly or indirectly impacts everyone. After all, everyone is born short a house. Home prices and construction activity also largely impact economic growth, wealth, inflation, and, for fixed income investors
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 associated with demand. The end result helps us gai
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 paradigm of sustained higher yields and returns fr
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 discuss: the current macro backdrop; central b
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 Secur
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
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 Senior Portfolio Manager, Mike Collins, CFA, exam
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 analy
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