Skip to main content
PGIM LogoPGIM Logo
    • Megatrends
    • Annual Best Ideas
    • Quarterly Market Outlooks
    • Market Events
    • Thought Leadership
    • Events & Webinars
    • ESG Investing
    • Investing in Alternatives
    • Opportunities in EM
    • Risk Management
    • Clients We Serve
    • Defined Contribution
    • Financial Advisors
    • Institutional Relationships
    • Institutional Advisory & Solutions
    • Global Locations
    • Contact Us
    • Overview
    • Leadership
    • History
    • Diversity, Equity & Inclusion
    • Global Locations
    • Jennison Associates
    • PGIM Fixed Income
    • PGIM Private Capital
    • PGIM Real Estate
    • PGIM Quantitative Solutions
    • PGIM Portfolio Advisory
    • PGIM Investments
    • Montana Capital Partners
    • PGIM DC Solutions
    • Contact Us
    • Subscribe
    • Request for Information
    • Careers at PGIM
    • Job Opportunities
    • All News
    • Press Releases
    • In the News
    • Facts & Figures
    • Media Contacts

About this podcast

When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic headwinds? Will the tense geopolitical climate ease or escalate? What is the outlook for interest rates after the rapid hikes of 2022?

Welcome to Season 3 of The OUTThinking Investor, hosted by Toby Ricketts. In this season, global thought leaders and PGIM experts will bring their unique perspectives for the year ahead and beyond. Join us as we reexamine the past, present-day opportunities, and future possibilities in global capital markets — to help you spot opportunities when markets are stressed and uncover risks when markets are rising.

Season 3: Episode 2

Upside Risk: Uncovering Investment Opportunities in an Uncertain Market

Can investors remain optimistic while also surveilling markets for downside risks? Economist Brad DeLong, author of Slouching Towards Utopia, and the CFA Institute Research Foundation’s Laurence Siegel, author of Fewer, Richer, Greener, join PGIM Fixed Income’s Robert Tipp, Chief Investment Strategist and Head of Global Bonds, to discuss reasons for investors to be optimistic about the future, particularly as opportunities emerge in the bond market.

Listen Now: Apple - Spotify - Stitcher - Google - TuneIn

Season 3: Episode 1

Greying and Growing: The Investment Impact of Demographic Changes

Will demographic changes reshape the investment landscape? Join PGIM Fixed Income’s Chief European Economist Katharine Neiss and Charles Goodhart, Emeritus Professor at the London School of Economics, as we explore the inflationary effects of demographic changes, the implications for monetary and fiscal policy, and how aging populations could impact the economy and the global investment landscape.

Listen Now: Apple - Spotify - Stitcher - Google - TuneIn

Season 2

Episode 8

Tail Risks and Protecting Against the Unknown

 

In this episode, PGIM Wadhwani CIO Sushil Wadhwani, author and UC Berkeley lecturer Kevin Coldiron, and Columbia Business School professor Laura Veldkamp discuss recent liquidity crises, portfolio strategies for managing tail risks, and why tighter monetary policies could expose cracks in the financial system.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 7

The New Dynamics of Private Markets with Josh Lerner

 

PGIM COO Taimur Hyat and economist Josh Lerner from Harvard Business School offer unique perspectives into the factors driving growth in private markets, current investment opportunities, and the outlook for private markets as interest rates rise.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 6

The Future of the Energy Transition with Tom Steyer

 

Environmental activist and investor Tom Steyer, the Oxford Institute for Energy Studies’ James Henderson, and PGIM Private Capital’s Brian Thomas discuss the portfolio implications and challenges associated with the energy transition.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 5

The Price and Peril of a Low-Rate Regime with Edward Chancellor

 

With a sea change in interest rates underway, where can investors turn to bolster their portfolios? In this episode, PGIM Quantitative Solutions’ Ed Campbell and financial historian and author Edward Chancellor discuss the pitfalls of low rates and the investment outlook for a new era.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 4

Deglobalization in a Post-Pandemic, War-Torn World

 

Rob Kaplan, former President of the Federal Reserve Bank of Dallas, and Adam Tooze, Director of the European Institute, join PGIM Fixed Income’s lead G10 economist Ellen Gaske to analyze how the global economy is changing and consider what the future might hold for investors.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 3

Larry Summers on Rate Hikes, Recession Fears and Stagflation

 

What can we learn from the post-WWII period? Are we headed for economic stagnation, or even 1970s-style stagflation? Former Treasury secretary Larry Summers discusses the economic outlook and implications for central bank policy.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 2

The Evolution and Future of Private-markets Investing

 

Hear from PGIM Real Estate’s president and CEO Eric Adler and author of The Power Law: Venture Capital and the Making of the New Future, Sebastian Mallaby, as they discuss the advantages, challenges, and future opportunities for investors in private markets — from venture capital to real estate to private equity and beyond. 

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 1

The Days of Disco May Preview Future Inflation

 

In the Season 2 premiere, we talk to PGIM Quantitative Solutions’ Chief Investment Strategist Ed Keon and PGIM Fixed Income’s Chief European Economist Katharine Neiss to better understand today’s inflationary shock and how it will play out for investors.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Season 1

Episode 4

Can Black Gold Be a Social Good?

 

As AUM in sovereign wealth funds continue to surge, how will they exert greater influence—and possibly even promote sustainability—over global markets? Author Angela Cummine joins Stephen Oxley and Philip Hsin, Managing Directors in PGIM’s Institutional Relationship Group, to explore the emergence of SWFs and the formidable opportunities that await them.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 3

From Overzealous Clergymen to Underfunded Benefit

 

Retirement assets are the largest pool of money in the world—by far—and have pronounced structural differences depending on which country a pensioner calls home. How did this happen? And how can pension plans stay solvent as the global population ages? Journalist Roger Lowenstein and Antonio Sánchez, lead economist at the European Systemic Risk Board, join Howard Nowell of PGIM’s Institutional Relationship Group in this episode.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 2

From the Gutters of London to the Toast of Wall Street

 

ESG is the trendy star of today’s financial headlines, but it’s also a movement that stretches back centuries. PGIM COO Taimur Hyat, PGIM Real Estate Head of Americas Asset Management Christy Hill and PRI CEO Fiona Reynolds look at the rich history of values-based investing, charting the course ahead for ESG by learning how market solutions can help answer social problems.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

Episode 1

From High-Stakes Battles to Record-Low Yields

 

Join PGIM Private Capital Head of Direct Lending Matt Harvey, PGIM Fixed Income co-CIO Greg Peters, and University of Washington sociology professor Sarah Quinn as they examine the evolution of debt, where we’ll learn how private credit fueled a financial revolution that has changed the course of history—from 1600s England, to the go-go Wall Street of the 1980s, to today.

 

Apple  |  Spotify  |  Stitcher

 

Google  |  Tunein

  • Insights

    • Megatrends
    • Annual Best Ideas
    • Quarterly Market Outlooks
    • Market Events
    • Thought Leadership
    • Events & Webinars
  • Investment Themes

    • ESG Investing
    • Investing in Alternatives
    • Investing in Emerging Markets
  • Clients

    • Clients We Serve
    • Defined Contribution
    • Financial Advisors
    • Institutional Relationships
    • Advisory Solutions
  • About

    • Overview
    • Leadership
    • History
    • Diversity, Equity & Inclusion
    • Global Locations
    • Contact Us
    • Subscribe
    • Request for Information
  • Careers

    • Careers at PGIM
    • Job Opportunities
  • Newsroom

    • All News
    • Press Releases
    • In The News
    • Facts & Figures
    • Media Contacts
PGIM Logo
  • Terms & Conditions
  • Privacy Center
  • Accessibility Help
  • UK Regulatory Disclosures
  • Netherlands Regulatory Disclosures
  • Cookie Preference Center

For Professional Investors only. All investments involve risk, including the possible loss of capital.

This material is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. PGIM is the principal asset management business of Prudential Financial, Inc. and a trading name of PGIM, Inc. and its global subsidiaries. PGIM, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.

The information on this website is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. In making the information available on this website, PGIM, Inc. and its affiliates are not acting as your fiduciary.    

In the United Kingdom, information is issued by PGIM Limited with registered office: Grand Buildings, 1-3 Strand, Trafalgar Square, London, WC2N 5HR. PGIM Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number 193418). In the European Economic Area (“EEA”), information is issued by PGIM Netherlands B.V. with registered office: Gustav Mahlerlaan 1212, 1081 LA Amsterdam, The Netherlands. PGIM Netherlands B.V. is, authorised by the Autoriteit Financiële Markten (“AFM”) in the Netherlands (Registration number 15003620) and operating on the basis of a European passport. In certain EEA countries, information is, where permitted, presented by PGIM Limited in reliance of provisions, exemptions or licenses available to PGIM Limited under temporary permission arrangements following the exit of the United Kingdom from the European Union. These materials are issued by PGIM Limited and/or PGIM Netherlands B.V. to persons who are professional clients as defined under the rules of the FCA and/or to persons who are professional clients as defined in the relevant local implementation of Directive 2014/65/EU (MiFID II). In Italy, information is provided by PGIM Limited authorized to operate in Italy by Commissione Nazionale per le Società e la Borsa (CONSOB). 

In Japan, information is provided by PGIM Japan Co., Ltd. (“PGIM Japan”) and/or PGIM Real Estate (Japan) Ltd. (“PGIMREJ”).  PGIM Japan, a registered Financial Instruments Business Operator with the Financial Services Agency of Japan offers various investment management services in Japan.  PGIMREJ is a Japanese real estate asset manager that is registered with the Kanto Local Finance Bureau of Japan.

In Hong Kong, information is provided by PGIM (Hong Kong) Limited, a regulated entity with the Securities & Futures Commission in Hong Kong to professional investors as defined in Section 1 of Part 1 of Schedule 1 of the Securities and Futures Ordinance (Cap. 571). In Singapore, information is issued by PGIM (Singapore) Pte. Ltd. (“PGIM Singapore”), a regulated entity with the Monetary Authority of Singapore under a Capital Markets Services License to conduct fund management and an exempt financial adviser. This material is issued by PGIM Singapore for the general information of “institutional investors” pursuant to Section 304 of the Securities and Futures Act 2001 of Singapore (the “SFA”) and “accredited investors” and other relevant persons in accordance with the conditions specified in Section 305 of the SFA. In South Korea, information is issued by PGIM, Inc., which is licensed to provide discretionary investment management services directly to South Korean qualified institutional investors on a cross-border basis.   

Prudential Financial, Inc. (“PFI”) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 

You are viewing this page in preview mode.

Edit Page