All the Credit

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, we delve deeper...

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 persistent...

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 the economy and...

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 episode of All the...

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...

In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they're reshaping outcomes for investors, creditors, and the...

Shifts in interest rates have thrust Liability-Driven Investing (LDI) into the spotlight, reshaping pension plan liabilities and presenting new de-risking opportunities. This episode of the All the Credit® Credit...

Asset-based finance (ABF) has grown in popularity as an attractive alternative to traditional direct lending and its turning heads with those looking to capitalize on investment opportunities. This episode of All the...

Amid global complexities, China's economic outlook presents both challenges and opportunities that are crucial to investment considerations. In this episode of All the Credit ®, we weigh possible growth scenarios for...

Accelerating demand growth for U.S. power has wide ranging investment implications. In this episode of All the Credit ®, we explore the complexities surrounding the demand for power generation driven in part by AI...

What challenges and opportunities lie ahead for oil markets amid looming oversupply and fluctuating demand? In this episode of All the Credit ®, we delve into the outlook of crude oil, exploring supply-demand dynamics...

As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus in the investment sphere. This episode dives into the latest...

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...