All the Credit, Ep. 46
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
After a challenging first half of the year for fixed income, we see reason for optimism ahead for a variety of sectors. PGIM Fixed Income Multi-Sector Portfolio Manager, Lindsay Rosner, CFA, and Senior Portfolio Manager, Mike Collins, CFA, examine the state of individual fixed income sectors and share their top active management, relative-value ideas. We’re talking “all the opportunities” in this episode of All the Credit®!
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Recorded on August 2, 2022.
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
A look into the current state of international climate finance and how it's been integrated into our sovereign ESG framework considerations.
What's next for the European banking sector and insights into its relative attractiveness during a time of economic fragility for the EU.