Webcasts
Access live and on-demand webcasts from PGIM Fixed Income.
Where Climate Meets Corporates
Increasing global climate challenges add complexity for investors seeking to manage risk and impact across corporate fixed income investments. Join us for a discussion on where climate impacts meet corporates with PGIM Fixed Income’s Armelle de Vienne, Co-Head of ESG Research, and Edward Farley, Head of European Investment Grade Corporate Bonds. Armelle and Ed cover top-of-mind considerations including assessment of climate impact, regulation specific challenges, and balancing impact with risk and return. Don’t miss this essential session for understanding how positive climate impact can influence both risk and alpha in fixed income portfolios.
Taking Stock of Commodities Markets as Inflation Risks Loom
Commodity prices experienced a synchronised upswing following the post-pandemic reopening and then a period of moderation since the peaks that followed the Russian invasion. In 2024, however, various commodity complexes have displayed an asynchronous pattern which reflects very different demand-supply fundamentals in a more fractured global order.
Join us as we explore recent developments in major commodity markets and tease out the risks to inflation of a more persistent and drastic increase in global commodity prices.
The Pendulum of Central Bank Policies
The outlook for central bank policy in advanced economies has gyrated enormously so far this year. In the case of the Fed, rates markets expected deep policy rate cuts early this year only for those expectations to reverse dramatically in the past few weeks. Given the U.S.’s outsized role in driving global financial conditions, the repricing has important spillovers to the expected setting of central bank policy in the rest of the world. Such expectations matter hugely for asset prices as central bank policy directly influences interest rates, while revealing information about the central banks macroeconomic outlooks.
Our experts Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Tom Porcelli, Chief U.S. Economist, and Guillermo Felices, PhD, Global Investment Strategist, share our latest thinking on central banks’ policy in advanced economies and their likely implications for asset prices.
Moving Out of Cash: Opportunities in Today’s Shifting Market
After enduring the post-global financial crisis environment of historically low interest rates and unattractive relative returns, investors have since seen a major shift in the interest rate complex as yields have reset higher following a period of strong growth and high inflation. When combined with unusually high macro and geopolitical uncertainty, it’s no surprise that investors resorted to the comfort of higher yielding cash.
However, as central banks seek to tame inflation, opportunities exist for investors to move out of their cash investments and into fixed income where they’ll find higher yields without the need to take on excessive risk. PGIM Fixed Income’s webcast discusses these relative asset class valuation shifts and why we believe fixed income—and spread products in particular—could benefit from such asset class rotations.
Q1 2024 Fixed Income Outlook
Listen to our Q1 2024 Fixed Income Outlook where Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, discusses the potential trajectory for the global macroeconomic environment and Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, provides our bond market overview. The webcast is hosted by Antonio Casale, PGIM Fixed Income Client Manager.
In addition to the webcast, viewers will be able to access brief, sector-specific outlooks, with insights on what we’re watching and where we see opportunities heading into 2024.
Déjà New? Musings on the Next Normal
A year ago, we argued that the era of great moderation is over and will not return anytime soon. Structural shocks—from more intensified conflicts to supply chain de-risking—will loosen the anchors that have enabled the great convergence in global politics and economics since WWII.
In this webcast, Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research takes stock of the economic consequences of the five main structural shocks and provide a framework for understanding their cyclical and structural impacts.
From Low Ranger to High Plains Drifter
The newly restored higher yields should fuel a continuation of the bull market that began in Q4 2022, one driven not by a rapid drop in yields, but simply driven by yield itself. After all, in bonds, yield is nearly destiny.
Learn more in our webcast featuring Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and hosted by Tom Porcelli, Chief U.S. Economist, and Mike Collins, CFA, Senior Portfolio Manager, Multi-Sector Strategies.
Playing the Long Game
With the U.S. economic outlook mired in uncertainty, join our upcoming webcast that will assess the U.S. economy at large and provide our insights into labor market dynamics, inflation trends, what a “soft landing” means for the economy, and the potential for a Fed pause. The session will feature Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and Tom Porcelli, Chief U.S. Economist.
The duo will also delve into the most common concerns facing the bond market following the historic collapse of returns in 2022. In the wake of last year’s surge in yields and volatility, the potential for fixed income returns going forward is favorable. But how do we think about structuring efficient fixed income portfolios based on these factors? Register to find out!
Debt Ceiling Dynamics
With days to spare until a U.S. government default, an agreement in principle was reached to raise the debt ceiling and fund the government for the next two years. Despite the progress, a congressional vote looms. Watch the replay where our esteemed experts dissect the proposed deal and outline the possible economic and market implications.
The Bank Blowup: Implications and Opportunities
The failures of Silicon Valley Bank and Signature Bank have revealed fragilities within the U.S. banking system at the same time that fears of a European banking crisis are growing amid concerns over the financial health of Credit Suisse. Listen as our experts assess the state of the global banking sector and discuss what investors might look for going forward.
The webcast features Gregory Peters, Co-Chief Investment Officer, Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, David Del Vecchio, Co-Head of U.S. Investment Grade Corporate Bonds, and Edward Farley, Head of European Investment Grade Corporate Bonds.
Yield is Destiny; Bonds are Back.
The post COVID-19 recovery has shocked the global economic and market environment back to a more normal configuration. And with bond yields now back up to 2002 levels, the current backdrop for fixed income is promising. In this webcast, hear Robert Tipp, CFA, Chief Investment Strategist, and Head of Global Bonds, outline why bonds are set up for solid returns in the years ahead.
2023 Fixed Income Outlook
Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, discusses the potential trajectory for the global macroeconomic environment and Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, provides an overview of the bond market. The webcast is hosted by Maryann Ferraro, PGIM Fixed Income Client Manager.
In addition to the webcast, viewers will be able to access brief, sector-specific outlooks, with insights on what we’re watching and where we see opportunities heading into 2023.
Investing In Sync-Euro High Yield + ESG
European portfolio managers, Steve Logan and Rob Fawn, take a look at the role ESG plays in their high-yield bond and bank loan portfolios. This webcast covers their perspectives on the journey of ESG investing to date, how they identify opportunities for positive ESG impacts in their portfolios, the partnership between our credit and ESG analysts, external data providers, our proprietary impact ratings, data quality and availability, and the benefits and drawbacks of restrictions, exclusions and custom benchmarks.
What's in Focus Heading into 2023?
Amid looming global uncertainty, persistent inflation concerns, rising rates, and continued market volatility, not to mention prolonged COVID-19 stresses and an energy crisis, clarity is needed when it comes to fixed income. Co-Chief Investment Officer, Gregory Peters, sits down with our newly appointed Chief Global Economist, Daleep Singh, to discuss the current state of the global economy and what's in focus heading into next year.
