Deciphering ESG in Emerging Markets: A Closer Look at Risk and Bias
A discussion on ESG for emerging market sovereigns, the challenges of assessing these issuers, and PGIM Fixed Income's sovereign ESG framework.
Views on current market developments, investment themes, and various topics impacting fixed income markets globally.
A discussion on ESG for emerging market sovereigns, the challenges of assessing these issuers, and PGIM Fixed Income's sovereign ESG framework.
We explore why carbon footprint alone will not suffice for investors that want to support decarbonisation and begin to offer outlines of an alternative.
Exploring the widening gap between actual progress and policies on decarbonisation, and what would be needed to limit global warming to well below 2°C.
Exploring the investment implications of GLP-1s across fixed income markets and industries.
Alongside telltale signs of a more aggressive nuclear posture, we believe that the DPRK may be a far more prominent risk than markets have currently priced in.
Amid the shrinking pool of cash, the financial system’s ability to circulate excess liquidity to those who need it most will determine the length of the Fed’s quantitative tightening runway.
At this point in the market cycle, we see the long corporate sector as a fitting example of the rangebound conditions that ebb and flow.