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All The Credit
40 minutes | a month ago
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. Listen in as they cover the opportunity set in this unique investment sector that combines politics and public services. This brief program introduces listeners to the muni market, analyzes the impact of the pandemic on cities and states, assesses the low default rate and how ESG factors impact investment decisions, and shares our house view of the opportunity set for investors now and going forward. Listen and subscribe to All The Credit wherever you get your podcasts.
39 minutes | 2 months ago
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 Economist and former Under Secretary of the Treasury Department, and David Burns, a senior member of Prudential's Congressional Government Affairs team, as they share their thoughts on the recent elections and the future political landscape in America. The two guests highlight prospects for new stimulus plans, who they expect to see fill important Washington positions that could impact the development of U.S. monetary and fiscal policy, and what it could mean for your investment portfolio.
36 minutes | 3 months ago
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 welcomes Eugenia Unanyants-Jackson, in the newly formed role of Head of ESG Research. In this episode, the two delve into the growth of ESG in the fixed income space, the firm's development of an internal ratings framework and its integration into the investment process, how this newly-created role will help PGIM Fixed Income's clients, and general market trends we can expect to see going forward.
47 minutes | 4 months ago
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 fiscal response to COVID-19, the EMEA opportunity set for investors, what the European recovery thus far can tell us about what to expect in the United States, ESG investing, and much more. Listen and subscribe today.
37 minutes | 5 months ago
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 Collins as he hosts John Vibert, PGIM Fixed Income’s Head of Securitized Products, for Episode 7 of All The Credit. In this episode, John explains current market risks, his team’s process for mitigating those risks, and why he believes PGIM Fixed Income remains well-positioned. Mr. Vibert also covers positions the team is actively adding to in the securitized product space, the team’s current best ideas, and how his team incorporates ESG factors into the investment process. Listen to this engaging discussion on All The Credit now and subscribe wherever you get your podcasts!
34 minutes | 6 months ago
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 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.
35 minutes | 7 months ago
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 Fixed Income's Head of Operational Risk, Jennifer Finnerty, sits down with our host Mike Collins to share these latest insights.
35 minutes | 8 months ago
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 being named Head of the EMD team, the state of the EMD sector, and why this asset class is important for investors going forward.
35 minutes | 9 months ago
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 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.
25 minutes | a year ago
"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 Fixed Income extract alpha across global fixed income markets. In addition to discussing their recent paper on the topic, Capturing the Opportunity of Constraints, Greg and Tom also share their insights on their current best ideas in the fixed income market and where investors could benefit from market dislocations and mispricings.
43 minutes | a year ago
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. passive investing, how PGIM Fixed Income thinks about ESG, global growth and macro views in 2020, and the firm's overall view of the top trends and opportunities in the fixed income markets. Key Takeaways: [1:40] How did Mike L. first get started in investment management? [6:35] Mike L. is also a member of the Treasury Borrowing Advisory Committee. What are some of his responsibilities as a member? [10:10] The two weigh in on the active vs. passive investment management debate. [13:45] How does PGIM Fixed Income navigate through Environmental Social Governmental (ESG) issues when making investments for clients? [17:45] How does PGIM Fixed Income rank and determine if an issuer is ESG friendly? [21:10] Where does Mike L. see global growth headed in 2020? [24:40] We have low inflation on a global scale, what does that mean for interest rates? [27:30] Companies are struggling to see where the growth will come from long-term and therefore are more cautious about hiring talent and leveraging debt. [27:55] Are we in a bubble? [31:35] Mike L. shares his thoughts on some of the long-term risks to be aware of, such as the budget deficit in the United States. [32:45] What industries/sectors should investors be focused on in the fixed income markets? Mentioned in This Episode: PGIMFixedIncome.com Tweetables: “Thinking about the amount of risk you want to take vs. an index is more important than this active/passive label, which is pretty arbitrary.” “A lot of countries added significantly to the debt following the 2008 financial crisis and nobody has paid it back, no one has paid down that GDP.”
2 minutes | a year ago
All The Credit Trailer
Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to announce the introduction of our podcast series, All the Credit. Hosted by Senior Portfolio Manager Mike Collins, All the Credit will have a new guest each month to tell you what matters most in global fixed income and how it could impact your portfolio. Episodes are posted on the last Tuesday of each month.
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