With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it’s time to revisit and reassess the CRE space. Get our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.
This episode features PGIM Fixed Income’s David Jiang, U.S. Investment Grade Credit Research Analyst, Jason Pan, CFA, FSA, Securitized Products Credit Research Analyst, and host, Tom Porcelli, Chief U.S. Economist.
Recorded on March 12, 2024.
College Credit: Analyzing Changes in Student Loans and the ABS Market
Powering Through: An Update on Europe’s Energy Strategy
Abundant Long Term Opportunities in Active Fixed Income
Kaleidoscopic Credit: Searching for Clarity in an Atypical Credit Cycle
Redefining and Realigning the 60/40 Portfolio
Powering Down: Russian Energy’s Impact on European and Global Growth, Inflation, and Policy
Opportunities in taxable and tax-exempt bonds: Ports in the storm?
Securitized Products: The Evolution of an Asset Class
What’s in Store for 2022? A Discussion with PGIM Fixed Income’s New Co-CIOs
The Path Forward: The ESG-focus Post-COP26
Global Banks: Do Solid Fundamentals Mask Existential Threats from Digital Currencies and Technology?
Emerging Market Debt: Glass Half Empty or Half Full?
Navigating the Ups and Downs of the Global Credit Cycle
Making Sense of the Booms and Busts in Global Real Estate
The Persistence of Supply-Side Constraints and Their Impact on Inflation
Exploring China's Economic Maturation, International Relations, and Debt Dynamics
Corporate Fundamentals and Sector Winners and Losers as The Golden Age of Credit Evolves
Asset Allocation in Today's Markets - Exploring Alternatives
Investing Through the Arc of the COVID Recovery
Assessing European Leveraged Finance Opportunities with PGIM Fixed Income
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