All the Credit
PGIM Fixed Income
All episodes
Best episodes
Seasons
Top 10 All the Credit Episodes
Goodpods has curated a list of the 10 best All the Credit episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to All the Credit for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite All the Credit episode by adding your comments to the episode page.
Mapping Geopolitics in Emerging Markets
All the Credit
05/02/24 • 22 min
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.
04/15/20 • 35 min
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 on his prior experience at the Federal Reserve to compare the fiscal and monetary policy response to the recent economic volatility with that of the recession of 2008 while providing potential scenarios on what a recovery and return to normal could look like. The two also discuss the potential path forward for global interest rates, where risks and opportunities for active investors are emerging, and more. Listen now and subscribe to PGIM Fixed Income's All The Credit. To read Nathan's recent thought leadership on the Fed's response to COVID-19, visit PGIMFixedIncome.com.
Deconstructing Commercial Real Estate
All the Credit
03/19/24 • 18 min
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.
The Path Forward: The ESG-focus Post-COP26
All the Credit
12/08/21 • 49 min
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 Collins, CFA is joined by PGIM Fixed Income's ESG specialists, Armelle de Vienne and John Ploeg, CFA for an insightful discussion of the summit, how it came to be, its purpose, and its major takeaways. Our ESG specialists also provide their take on how the asset management industry and ESG-focused client expectations will evolve in response to the pervasive demand for ESG-considerations to be incorporated in investment decisions. The discussion details how climate and social governance considerations are factored into PGIM Fixed Income’s proprietary impact ratings, what we’re doing to help ESG-focused clients meet their investment goals, including in the CLO-space, and how our active investment approach helps PGIM Fixed Income maintain a competitive advantage in the ESG-space.
Looking for more content from PGIM Fixed Income’s ESG specialists? Check out The Bond Blog @ PGIM Fixed Income for John Ploeg’s recent post, Three Flawed Assumptions in Climate Risk Models: https://pgimfixedincome.blog/three-flawed-assumptions-in-climate-risk-models/?utm_medium=3rdParty&utm_content=2021-02-09
This episode was recorded on December 1, 2021.
07/06/22 • 41 min
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 analysts’ heads are spinning trying to keep up! In this episode, Janet Crowe and Brian Barnhurst, CFA, PGIM Fixed Income’s Co-Heads of Credit Research, help us see the big picture in the underlying trends in corporate credit fundamentals, from earnings and leverage, to upgrades and downgrades, and more.
Host and Senior Portfolio Manager, Mike Collins, taps into the trio’s collective expertise to help assess how well equipped the corporate bond market is to withstand a potential slowdown. The episode also answers some key questions, including: which industries are likely to be the winners and losers as we move forward?; and where are the risks and opportunities? Find out in this episode of All the Credit®!
Recorded on June 27, 2022.
09/29/22 • 32 min
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 Securitized Products portfolio team, are here to sort through all the details, including:
- a brief history of student loans in the U.S.;
- details on the new loan forgiveness program;
- thoughts on the economic and inflationary impact of the program;
- characteristics of the student loan asset back securities (SLABS) market; and
- how PGIM Fixed Income views and has been positioning ourselves within the SLABS market.
Recorded on September 23, 2022.
Navigating the Ups and Downs of the Global Credit Cycle
All the Credit
08/30/21 • 33 min
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 impacting investment grade and high yield markets. Host and Senior Portfolio Manager Mike Collins welcomes PGIM Fixed Income’s Terence Wheat, Co-Head of the U.S. Investment Grade Corporate Team, and Steve Logan, European Leveraged Finance Portfolio Manager, for an assessment of how their teams are approaching this environment, what’s driving the current shift, and potential opportunities for credit investors.
Recorded on August 24, 2021
07/27/21 • 46 min
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 holds for retail, lodging, warehouses, and much more. This wide-ranging discussion of all things real estate features Lee Menifee, Head of Americas Investment Research at PGIM Real Estate, and he’s joined by Sean Beggan and Gabe Rivera of PGIM Fixed Income’s Securitized Products Team.
Global Banks: Do Solid Fundamentals Mask Existential Threats from Digital Currencies and Technology?
All the Credit
11/09/21 • 32 min
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 Collins, CFA is joined by Chief European Economist Katharine Neiss, PhD, and European Investment Grade Credit Research Analyst James Hyde for a conversation on disruptions in the sector, what's driving the ongoing resilience in global banks, and how our team views investment risks and opportunities. Katharine Neiss also recently authored an entry on "The Bond Blog @ PGIM Fixed Income" on the ECB's push for a digital currency, which you can find here: https://pgimfixedincome.blog/behind-the-ecbs-digital-currency-push/. This episode was recorded on November 4, 2021.
The Business of Bonds with PGIM Fixed Income’s Co-CIO
All the Credit
06/11/24 • 39 min
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.
Show more best episodes
Show more best episodes
FAQ
How many episodes does All the Credit have?
All the Credit currently has 54 episodes available.
What topics does All the Credit cover?
The podcast is about News, Investing, Business News, Podcasts and Business.
What is the most popular episode on All the Credit?
The episode title 'College Credit: Analyzing Changes in Student Loans and the ABS Market' is the most popular.
What is the average episode length on All the Credit?
The average episode length on All the Credit is 34 minutes.
How often are episodes of All the Credit released?
Episodes of All the Credit are typically released every 29 days, 3 hours.
When was the first episode of All the Credit?
The first episode of All the Credit was released on Jan 28, 2020.
Show more FAQ
Show more FAQ