Fixed on ESG, Ep. 11
What is nuclear fusion and can it solve the climate crisis?
Earlier this year, PGIM Fixed Income developed an inflation indicator tool that uses various economic variables to segregate the supply factors that explain the change in inflation, from those associated with demand. The end result helps us gain insight into the future direction of core goods inflation. On this episode of All the Credit®, Guillermo Felices, PhD, Global Investment Strategist, explains our proprietary inflation model and reviews the findings. Guillermo also:
Recorded on December 9, 2022.
Insights on credit fundamental trends and vulnerabilities across the asset class, along with outlooks on defaults and loss expectations.
A discussion on the importance of biodiversity and the successes and misses of COP15 with special guests from Planet Tracker.
Explore how disruptions in the manufacturing, labor, and commodities markets may affect inflation and fixed-income investments.
Guillermo Felices, PhD, Global Investment Strategist, introduces PGIM Fixed Income's research series: Supply Chain Strain
The first paper in our supply chain series assesses the root causes of shortages in the manufacturing sector.
The second paper in our supply chain series assesses the extent of labor market disruptions in the U.S. and Euro Area.
The third paper in our supply chain series assesses whether investors should expect persistent price pressures from commodity markets.
The latest edition to our series analyzes the implications of supply shocks, extends our framework to the Euro Area, and compares its performance to the U.S.
In a follow-up to our supply chain analysis, our more benign inflation outlook points to some compelling fixed income opportunities.