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In this environment of uncertainty, it's more important than ever for investors to think outside the box. Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 4, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a d ...
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In Fixed on ESG, PGIM Fixed Income’s rotating lineup of ESG-expert hosts explore the latest topics and trends of ESG investing. We’ll provide our take on the investment implications and value opportunities we see in this space and how changes in the market may directly affect our decision making. Subscribe to hear from PGIM Fixed Income thought leaders, as well as industry professionals and some of our clients.
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Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, leading experts join host Eric Adler, President and CEO of PGIM Private Alternatives, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the headlines and scrutinise the latest trends and strategies driving this important asset class.
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Looking for timely information on fixed income trends and market opportunities? PGIM Fixed Income is proud to bring you, All the Credit. Each month, All the Credit features new guests that cover what matters most in global fixed income and how it could impact your portfolio.
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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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When the future becomes increasingly uncertain, investors need to cut through the noise and think beyond the obvious answers. In season three of The OUTThinking Investor, an award-winning podcast from PGIM, global thought leaders and PGIM experts will bring their unique perspectives for the year ahead and beyond. 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 ou ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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The Leading Voices in Real Estate podcast series interviews some of the most successful, interesting, entrepreneurial people who shape our cities and the built environment. Host Matt Slepin gets to the personal side not often heard from these legends and visionaries, their career stories and advice, and their role in creating vibrant communities with character, beauty, and a high quality of life.
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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate
15:08
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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15: Ep 015 - Why Increase Allocation to Fixed Income Now.
14:38
14:38
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In this podcast, Ankit Jain and Puneet Pal, Head – Fixed Income, PGIM India Asset Management, discuss the interest rate trajectory in India, how investors should position their fixed income portfolio at this juncture and more. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Mutual Fund investments are subject to ma…
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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Global Elections in Focus: The Impact on Investors and the World Economy
24:41
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The “year of democracy” holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end of 2024, more than five dozen countries, accounting for nearly half of the world’s population, will elect new leaders. Elections in Europe, including the UK, France, Germany and European Union, have al…
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Global Elections in Focus: The Impact on Investors and the World Economy
24:41
24:41
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24:41
The “year of democracy” holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end of 2024, more than five dozen countries, accounting for nearly half of the world’s population, will elect new leaders. Elections in Europe, including the UK, France, Germany and European Union, have al…
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Debt-for-Nature Swaps: Unlocking Capital for Conservation
37:20
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Debt-for-nature swaps have come to the forefront as a unique solution for both environmental conservation and debt alleviation. In this episode of Fixed on ESG, we are joined by The Nature Conservancy, an organization that's aided in structuring several of these types of instruments. Together, we examine their role in alleviating the post-pandemic …
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Steve Wechsler | President/CEO of Nareit
1:16:05
1:16:05
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Steve Wechsler, President and CEO of the National Association of Real Estate Investment Trusts, discusses the history of REITs, the current policy agenda, and the impact of institutional real estate, and REITs specifically, across the global economy.By Matt Slepin
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Jim La Creta, CTO – Brandeis University (EP.36)
33:22
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Eric Adler, President & CEO of PGIM Private Alternatives, explores the complex economic challenges in the affordable housing market with Soultana Reigle, Head of U.S. Equity at PGIM Real Estate. This conversation traverses one of the great societal challenges in the U.S. and globally; the affordable housing market. Identifying locations and buildin…
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Andy Lubershane | Partner and Head of Research at Energy Impact Partners
1:13:57
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Andy Lubershane, Partner and Head of Research at Energy Impact Partners, breaks down how real estate and climate tech can work towards creating a clean energy future.By Matt Slepin
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Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
50:27
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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Investing In Cities: Private Capital’s Growing Role In Urban Development
25:45
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Cities have faced a host of challenges over the course of history, such as affordable housing, transportation, public safety and economic opportunities. In today’s rapidly changing global economy, these challenges are becoming increasingly complex, with cities needing to adapt to technological advancements, climate risks, and fluctuating fiscal pol…
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Investing In Cities: Private Capital’s Growing Role In Urban Development
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25:45
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25:45
Cities have faced a host of challenges over the course of history, such as affordable housing, transportation, public safety and economic opportunities. In today’s rapidly changing global economy, these challenges are becoming increasingly complex, with cities needing to adapt to technological advancements, climate risks, and fluctuating fiscal pol…
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Analyzing and interpreting fund returns can be a challenge, especially for novice investors. In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s retur…
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Rohit Aggarwala | Chief Climate Officer of New York City
1:20:41
1:20:41
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Rohit Aggarwala, Chief Climate Officer of New York City, discusses the city’s approach to concurrent solutions towards sea level rise, storm water management, transportation, congestion pricing, city infrastructure, and other pressing climate-based issues and the real estate industry’s role in helping build a more sustainable future.…
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10: Ep 010 - Making the Best of Your Financial Sarathi aka Financial Advisor.
16:24
16:24
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16:24
Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund. In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi. Ajit …
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Steven Schwab, GC and CCO – Thoma Bravo (EP.34)
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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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‘We’ve had our GFC moment’: What lies next for REITs
18:56
18:56
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Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, …
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Recent Global Elections—from the Ballot Box to Fiscal Policy
26:15
26:15
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As the geopolitical landscape continues to shift in light of recent global election results, the consequential economic effects are becoming a primary focus in the investment sphere. This episode dives into the latest election outcomes in both developed and emerging nations, the growing divide in electorates, and the impact of these elections on fi…
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Stacy Havener, Havener Capital, Raising assets against the odds
22:28
22:28
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Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Ci…
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David Hunt, CEO, PGIM: Who will win in asset management
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At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns …
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To explore the transforming landscape of agricultural debt and equity, Eric Adler, President & CEO of PGIM Private Alternatives, chats with Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate. This conversation provides the foundational principles at the core of agricultural investing and the challenges and opportunities avail…
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Jackie Brady | Head of Global Debt Solutions for PGIM Alternatives
1:23:21
1:23:21
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Jackie Brady, Head of Global Debt Solutions for PGIM Alternatives, discusses the state of the commercial real estate debt markets, with challenges, opportunities, and change coming out of the current market.By Matt Slepin
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Inflation Shifts and the Bond Market Response
18:20
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Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential path of rate cuts, the attractiveness of bonds versus cash, and how a re…
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Retirement at Risk: New Ideas for an Uncertain Future
29:36
29:36
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In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement system and how Americans think about long-term savings. Only a few pensions existed at the time, and Social Security was the first government-backed program to provide for the basic welfare of all senio…
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Retirement at Risk: New Ideas for an Uncertain Future
29:36
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In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement system and how Americans think about long-term savings. Only a few pensions existed at the time, and Social Security was the first government-backed program to provide for the basic welfare of all senio…
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14: Ep 014 - Opportunities in the Mid and Small Cap Space
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Mid and small cap stocks have outperformed the broader index in the last one year as of July 2, 2024. As investors, you would be tempted to chase mid and small cap stocks. But are there opportunities still left in this space? How are large, mid and small caps placed from a valuation perspective? Find out more by listening to Vivek Sharma, Senior Fu…
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Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
44:09
44:09
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Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…
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The Potential of Sustainable Aviation Fuel
18:27
18:27
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The aviation industry is under the sustainability microscope with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and EU, and discusses the potenti…
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‘Europe is the Nexus’ David Zahn on the future of green bonds
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Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.By Citywire
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David Stanford | Founder of RealFoundations
1:12:31
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David Stanford, Founder of RealFoundations, talks about optimizing real estate business platforms for profitable decisions, smart operations, and value creation at both the property and business entity levels.By Matt Slepin
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Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
40:48
40:48
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Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions abou…
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If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …
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Winkelmann exclusive: Why his team really joined AllianceBernstein
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Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 202…
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Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…
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Kevin Marchetti, Executive Chairman and Co-Founder of Lineage Logistics and Co-Founder of Bay Grove, shares how he built the world’s largest cold-storage portfolio. In this rebroadcast episode, we revisit Kevin’s interview from early 2023. Bay Grove is a real estate private equity firm that claims the world’s largest portfolio of cold-storage wareh…
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