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 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.