Content (76)

  • The Bond Blog @ PGIM Fixed Income

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    The Bond Blog @ PGIM Fixed Income

    2020-08-05T12:37:00Z

    The latest entry from “The Bond Blog @ PGIM Fixed Income” examines Europe’s 2020 fiscal response to the coronavirus. Katharine Neiss, our Chief European Economist, writes that the latest crisis only magnifies the need for fiscal prudence and structural reforms to be re-established and strengthened to ensure long-lasting sustainable growth. Read more and subscribe.

  • All The Credit Episode 6—Gregory Cass and Carras Holmstead

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    All The Credit Episode 6—Gregory Cass and Carras Holmstead

    2020-07-28T08:19:00Z

    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 the recent uptick in distressed credits given the current economic environment, the inner workings of the distressed credit market, the value they bring to our clients, and how PGIM Fixed Income is well-positioned given the current environment.

  • The Bond Blog @ PGIM Fixed Income - Enter the Golden Age of Credit (Yes, Really)

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    The Bond Blog @ PGIM Fixed Income: Enter the Golden Age of Credit (Yes, Really)

    2020-07-23T08:51:00Z

    In the premier post of The Bond Blog @ PGIM Fixed Income, Gregory Peters, PGIM Fixed Income’s Head of Multi-Sector and Strategy, outlines the events that kickstarted what he calls “the golden age of credit,” and lists four factors why markets are still in the dawn of a favourable credit backdrop.

  • PGIM Fixed Income’s Inflation Outlook

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    PGIM Fixed Income’s Inflation Outlook

    2020-07-22T09:07:00Z

    As central bank stimulus efforts continue to support the global economy due to the COVID-19 pandemic, investors may be curious about how inflationary factors could impact their fixed income portfolio.

  • Third Quarter Market Outlook

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    Third Quarter Market Outlook

    2020-07-09T15:56:00Z

    In PGIM Fixed Income’s third quarter market outlook, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, looks at the prevailing factors that may determine sector performance as the shadow of COVID-19 lingers over the market in In “The Gilt Edge of the Virus Cloud.” 

  • PGIM Fixed Income Q3 2020 Outlook - The Gilt Edge of the Virus Cloud

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    PGIM Fixed Income Q3 2020 Outlook: The Gilt Edge of the Virus Cloud

    2020-07-09T08:58:00Z

    In PGIM Fixed Income’s third quarter market outlook, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, looks at the prevailing factors that may determine sector performance as the shadow of COVID-19 lingers over the market in “The Gilt Edge of the Virus Cloud.” Next, Nathan Sheets, PhD, Chief Economist and Head of Global Macroeconomic Research, looks at how the virus has affected various regions of the world. He also addresses the prospects for inflation and growth amid the barrage of stimulus efforts as well as how the economy may evolve once the virus clears in “A Light at the End of the Tunnel.”

  • The Prospects for the Emerging Markets—Looking Beyond the Storm

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    The Prospects for the Emerging Markets—Looking Beyond the Storm

    2020-07-06T08:26:00Z

    While the coronavirus has dealt a painful blow to many of the emerging-market economies, we see the challenges arising from this episode as only one of several sets of factors likely to determine EM vulnerability and performance over the medium term. 

  • All The Credit - Episode 5

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    All The Credit - Episode 5

    2020-06-30T08:40:00Z

    The newest episode of PGIM Fixed Income’s All The Credit podcast provides listeners with a unique, inside look at how our firm prepared for COVID-19. The podcast covers the changes that came with the work from home shift of more than 90% of our employees as we continued to meet the needs of our clients.

  • Five Big Themes that Will Frame the Post-Virus Economy

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    Five Big Themes that Will Frame the Post-Virus Economy

    2020-06-10T08:29:00Z

    In this paper, PGIM Fixed Income looks at how global economic conditions—after the virus has receded (whenever and however that occurs)—will differ from those that prevailed before. While our crystal ball is admittedly cloudy, we see five big themes that are likely to characterize the post-virus economy and markets.

  • On the Front Lines of Climate Change - The Opportunity in P&C Insurers

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    On the Front Lines of Climate Change: The Opportunity in P&C Insurers

    2020-06-04T08:32:00Z

    When considering climate change and the increasing frequency and severity of natural disasters, a common perception might conclude that the property & casualty insurance industry faces significant credit risk from these highly unpredictable events. However, we see the P&C industry as essential to managing the growing risks to property and livelihoods from the effects of climate change. 

  • Globalization 2.0—A New Synthesis

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    Globalization 2.0—A New Synthesis

    2020-05-12T08:35:00Z

    The prospects for globalization have shifted appreciably. The shrinking of “effective distances” has slowed and, in some dimensions, even reversed. Globalization is now criticized in many quarters as having failed to deliver on its promises—in terms of both the pace of growth and the distribution of gains across society. The economic expansion in the aftermath of the global financial crisis, although distinguished by its longevity, brought growth rates that were more muted than those following other downturns.

  • Assessing Sub-Saharan Africa’s Long-Term Growth Upside

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    Assessing Sub-Saharan Africa’s Long-Term Growth Upside

    2019-11-20T09:57:00Z

    PGIM Fixed Income shares our constructive, medium- to long-term growth outlook for the Sub-Saharan Africa (SSA) region, recognizing that growth is a crucial component of debt sustainability.