With inflation rising, shortages of key goods due to rising demand, and disruptions abound in the global supply chain, PGIM Fixed Income's All The Credit assesses the top-down macroeconomic factors at play and delves into some of the supply chain bottlenecks causing angst. Importantly, this episode also shares what the current environment means for fixed income investors. Host and Senior Portfolio Manager Mike Collins is joined by Chief Economist Nathan Sheets and Senior Credit Analysts John Smigelsky and Jake Kemeny to assess how investors can make sense of the current state of the ever-changing and newsworthy global supply chain.
Mapping Geopolitics in Emerging Markets
Deconstructing Commercial Real Estate
Pulse Check on U.S. Interest Rates
Insurance in an Inflationary Age
Holiday Indigestion: The Investment Implications of GLP-1s
Realities in Rates
Value Through Headwinds: What’s Next for European Banks?
From Low Ranger to High Plains Drifter
View from the Top: Opportunities in High-Quality Credit
Brews and Bulls: Exploring Big Brewers
Quantitative Tightening: Unwinding Central Bank Balance Sheets
Breaking the Bank?: Weighing Looming Risks in the Commercial Property Sector
Down to the Wire: Daleep Singh examines the U.S. debt-ceiling crisis, potential outcomes, and probabilities
Outlook on China—Discussing the Re-Opening, Growth Forecast, and More
Spotlight on the 2023 Banking Crisis
Navigating Default Lines
Hitting Home: The State of the Residential Real Estate Market
Supply Chain Strain Reframe
The Bonds are Back in Town: How the Pandemic has changed the “low for long” into a strategic buying opportunity in bonds?
What’s Next for the Global Economy and the Fixed Income Market? A Discussion with Greg Peters and Daleep Singh
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