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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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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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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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 l ...
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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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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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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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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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Get the download on debt markets with Cloud 9fin, where our team pulls back the curtain on corporate credit and gives you the inside scoop on leveraged finance, private credit, distressed debt and everything in between. Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Come and join the discussion on the hottest debt m ...
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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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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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Exclusive chat with Vinay Paharia, CIO, PGIM India Mutual Fund
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Join us in an intriguing conversation with Vinay Paharia, Chief Investment Officer at PGIM India Mutual Fund where he shares what fund management changes he has made at the fund house, the reasons for the underperformance in some funds, and much more!By Value Research
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The Business of Bonds with PGIM Fixed Income’s Co-CIO
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Bonds are back and with fixed income gaining interest with investors, we’re taking an introspective look at our investment process and how we’re navigating current market dynamics here at PGIM Fixed Income. We touch on our scenario-based approach, investment views, the fixed income opportunity set we see ahead, and what it means for us as we constr…
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When it emerged from bankruptcy in 2021, Hertz was something of a success story. Everyone involved who wasn’t named Carl Icahn made out OK. But here it is again, challenged by an overstep into EVs and loaded up with pricey new debt. In this week’s episode of Cloud 9fin, global head of distressed and restructuring Max Frumes breaks it all down with …
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SEBI is investigating a possible front-running scandal at Quant Mutual Fund. What should investors do?By Value Research
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Mastering Equity Research: Insights from Anish Tawakley of ICICI Prudential Mutual Fund
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Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Ta…
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Gold has gone up by 20% in the past year. What does it mean for our personal investments?By Dhirendra Kumar
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The market gyrations around the election results were a perfect lesson in the value of steady, sensible investingBy Value Research
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Last week at the Fed, nothing happened. Usually when nothing happens, we don’t report on it, but in this case it got us thinking. What are the consequences of higher-for-longer? Did the Open Markets Committee leave themselves a trapdoor to push through a series of rate cuts across the back half of the year? And what’s up with rates in Europe and th…
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To explore the direct lending landscape, Eric Adler, President and CEO of PGIM Private Alternatives, chats with Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital. This conversation highlights the importance of experienced asset managers in navigating the direct lending landscape and sheds light on the increase of capital …
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Will new reforms truly expand health insurance access for all?By Value Research
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Choosing the right mutual fund requires a clear understanding of one’s financial goalsBy Value Research
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The election results and subsequent market crash spooked investors. But how should you react during such times?By Value Research
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Part 2: Navigating the Low Carbon Transition with Temperature Alignment
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Tackling the intricacies of ESG investing in a warming world is a top challenge for today's investors. In the second half of this two-part series, we explore the practical application of temperature alignment in investment strategies, detail the limitations of third-party ESG data, and introduce PGIM Fixed Income’s proprietary Temperature Alignment…
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Hank Boughner, CEO – Dynamo Software (EP.31)
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This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …
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Trying to catch the bottom of a falling market is tempting for mutual fund investors, but it is often a fool's errandBy Value Research
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Lawyers might finally be done filing large, complex Chapter 11s in the Eastern District of Virginia. In this week’s episode of Cloud 9fin, our very own global head of distressed and restructuring Max Frumes digs into the shocking denial of Vinson & Elkins’ retention application in the Enviva proceedings with distressed legal analyst Jane Komsky. Re…
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The Paradox of Diversification: The 60-40 Portfolio’s Future
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Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lunch in investing. However, his work on the efficient frontier shows that investors give up expected returns to lower expected risk. This may make diversification even more compelling. With uncertainty…
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The Paradox of Diversification: The 60-40 Portfolio’s Future
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Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lunch in investing. However, his work on the efficient frontier shows that investors give up expected returns to lower expected risk. This may make diversification even more compelling. With uncertainty…
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Mastering the markets with Ramesh Mantri, CIO, WhiteOak Capital Mutual Fund
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Join us on this exclusive episode as we sit down with Ramesh Mantri, the chief investment officer at WhiteOak Capital Mutual Fund, helms 11 schemes (equity and hybrid) along with other fund managers and manages around Rs 8,600 crore of investor money.By Value Research
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Reflecting on a decade of economic transformationBy Value Research
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The ABCs of private credit LMEs, with Freshfields
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In recent years, the term ‘lender-on-lender violence’ has become a popular way to refer to deals that are more politely known as ‘liability management exercises’. Both terms are euphemistic — so what are we actually talking about here? And what happens when these often quite bruising battles between companies, their sponsors and their lenders, take…
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How simplicity is the key to navigating stormy marketsBy Value Research
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How has the NPS evolved over the years, what are the reasons to invest, and Top 5 benefits why it might be the right choice for your retirement?By Dhirendra Kumar
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Darshan Desai, COO – Beach Point Capital Management (EP.30)
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Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …
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We perceive negatives and positives very differently, and it affects our investingBy Value Research
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Mastering the markets: A deep dive with Neelesh Surana, CIO at Mirae Asset
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Join us as we delve into the dynamic world of finance with Neelesh Surana, the CIO of Mirae Asset Investment Managers, who manages a portfolio of Rs 54,250 crore. In this insightful episode, Neelesh shares his journey from a budding finance enthusiast to a top fund manager, including his formative experiences with industry stalwarts at ASK Investme…
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Growth investing requires patience, diligence and the right outlookBy Value Research
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Bulls are not always welcome news for savers and investorsBy Value Research
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Where to invest before election 2024 results?
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With the PM hinting at a booming market after his government's comeback to power, is now the time to invest or to wait for the results?By Value Research
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The rise and rise of SRT with Matthew Moniot of Man Group
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At what point does a trend become a megatrend? In this week’s episode of Cloud 9fin, our very own ABS editor Owen Sanderson is joined by Matthew Moniot, co-head of credit risk sharing at Man Group, in a conversation about Significant Risk Transfers (SRTs) and their potential to reshape the US credit markets. Have any questions or feedback for us? W…
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The shift from dollars to goldBy Value Research
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Inside the strategy room: Shridatta Bhandwaldar on managing Canara Robeco's Multi-Billion equity portfolio
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Join us on this exclusive episode as we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who oversees an impressive Rs 78,800 crore in assets across 12 diverse funds. Dive into Shridatta's journey from engineering to the forefront of financial markets, his critical learnings from the 2006 bull market and the 2008 …
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What does the UK election mean for credit?
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It’s happening! Voters in the UK will head to the polls in just over a month, and most polls forecast a resounding victory for Keir Starmer and the Labour Party. Notwithstanding multiple reshuffles under the Conservatives over recent years, this would be the first proper regime change in the UK since 2010. So it’s kind of a big deal — and while the…
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Why are the markets jittery? What should you do?
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What is causing the market jitters and how should you manage your investments during volatile markets? Watch Investors' Hangout and find out.By Value Research
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Patience will always win over knee-jerk reactionsBy Value Research
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Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…
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Exploring investment strategies with Charanjit Singh, Fund Manager, DSP Mutual Fund
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In this insightful episode, we sit down with Charanjit Singh, Fund Manager at DSP Mutual Fund, who oversees the DSP ELSS Tax Saver, DSP Equity Opportunities, and DSP T.I.G.E.R. Fund, with combined assets of approximately Rs 27,600 crore. Charanjit discusses his journey into the financial markets, unveils his investment philosophy, and provides an i…
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How to diversify your investment portfolio effectively
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How to maximise your returns with effective portfolio diversification? Watch Investors' Hangout and find out.By Value Research
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Jim Simon was a great investor, but one utterly unlike any otherBy Value Research
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Talking SaaS with Thoma Bravo, feat. Oliver Thym
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Enterprise software is a sector with a lot to love if you’re a private credit investor: long-term contracts and sticky customers. But how will AI impact software companies? And what is the growth outlook in the sector, which has had a tough time over recent years? In this week’s episode of Cloud 9fin, private credit reporter Peter Benson and Oliver…
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This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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6: Ep 006 - Active or Passive: How to Make a Choice
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When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon. Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Li…
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Why doing less is better when it comes to investingBy Value Research
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…Let’s Talk Private Equity Secondaries with Dr. Marco Wulff
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To explore the opportunities of alternative investment strategies, Eric Adler, President & CEO of PGIM Private Alternatives, chats with Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG. They discuss the advantages and challenges of the private-equity secondary market, global prospects, and the recent explosive g…
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Mastering the Market with Sailesh Raj Bhan of Nippon India Mutual Fund
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Join us in an enlightening conversation with Sailesh Raj Bhan, CIO of Equity Investments at Nippon India Mutual Fund, one of India's top fund houses. With a career spanning over 27 years in Indian equity markets and managing assets worth Rs 54,000 crore, Sailesh shares his unique insights on investment strategies and market growth. Dive deep into t…
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Top 5 investing mistakes and how to avoid them
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What are the five grave investing mistakes that can derail even seasoned investors? Watch Investors' Hangout and find out.By Dhirendra Kumar
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From a colony of bats plaguing one of its hospitals in Florida to an alleged connection to money laundering in Malta, Steward Health‘s descent into bankruptcy is anything but ordinary. In this week’s episode of Cloud 9fin, global head of distressed debt reporting Max Frumes and deputy distressed editor Rachel Butt walk through the lead-up to Stewar…
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