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®! Find out in this episode of All the Credit®! (Episode recorded on August 2, 2022.)
00:34 Recap of 2022
06:44 Tactical moves in portfolio management up to this point
11:00 Forward looking on duration and credit risk
14:33 What value opps are we seeing across the market / “the Agg”
18:07 Mortgages/Agency Mortgage Backed Securities
20:30 Investment Grade Corporates
23:12 High Yield and Bank Loans
27:11 Securitized Products
32:19 International Opportunities
35:00 Closing remarks from Lindsay Rosner
36:55 Closing remarks from Mike Collins
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