Best PGIM Podcasts (2025)

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…Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities 25:15

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6d ago25:15

25:15

Rick Romano, Head of PGIM Global Real Estate Investment Trust Securities, offers insights about the multifaceted nature of hybrid real estate securities and the potential benefits of REITS in investment portfolios. Keshav and Rick highlight how global real estate securities can offer a compelling value proposition for investors. This diverse invest…

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The Rise of Geoeconomics: Power Dynamics Shaping Global Markets 26:36

14d ago26:36

26:36

The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis predated the concept of geoeconomic power, or governments’ ability to wield economic might to achieve geopolitical and economic goals. Today, soft power m…

1
The Rise of Geoeconomics: Power Dynamics Shaping Global Markets 26:36

14d ago26:36

26:36

The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis predated the concept of geoeconomic power, or governments’ ability to wield economic might to achieve geopolitical and economic goals. Today, soft power m…

1
Behind the Seams: Unraveling Fast Fashion's ESG Challenges 20:15

27d ago20:15

20:15

This episode of Fixed on ESG unravels the perils of fast fashion, the environmental footprint, transparency challenges, and opportunities for innovation. We highlight the role of different stakeholders across the value chain in driving change towards a more sustainable future. Samantha Van Belle, ESG Specialist at PGIM Fixed Income, hosts this disc…

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…Let’s Talk Healthcare Equity Investing with Dan Matviyenko, Portfolio Manager with Jennison 33:34

1M ago33:34

33:34

Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing. Laurie Chan, PGIM’s U.S. Head of Alternative Solutions, and Daniel explore healthcare equity, focusing on macroeconomic forces, supply chain vulnerabilities due to trade tensions, t…

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Macro Shocks and Market Shifts 27:41

1M ago27:41

27:41

In this episode of All the Credit®, we explore the catalysts of recent market turbulence and outline the challenges posed to fixed income investors. With a focus on key market drivers, we share insights into what the current economic landscape reveals about risk, opportunity, and evolving market dynamics. PGIM Fixed Income’s Tom Porcelli, Chief U.S…

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Balancing Growth, Costs, and Geopolitics in Airlines 22:46

1M ago22:46

22:46

Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, tells us in this episode of The Outthinking Investor. The airline industry…

1
Balancing Growth, Costs, and Geopolitics in Airlines 22:46

1M ago22:46

22:46

Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated logistical dance,” as Oscar Munoz, United Airlines’ former Chairman and CEO, tells us in this episode of The Outthinking Investor. The airline industry…

1
Credit Markets in Transition: The Evolution of Liability Management 24:05

2M ago24:05

24:05

In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they’re reshaping outcomes for investors, creditors, and the broader credit market. PGIM Fixed Income’s Brian Barnhurst, CFA, Head of Global Credit Research, hosts Ryan Kelly, CFA, Lead Portfolio Ma…

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14: Ep 014 - SIP or Lumpsum – What Works in a Volatile Market 14:58

2M ago14:58

14:58

Equity markets have been volatile in the recent past. Sharp corrections are a good opportunity for investors to invest lumpsum or top up their existing investments. On the other hand, SIPs are useful in a volatile market as they help you get more units when markets fall. Lumpsum investing is another option for investors but it can be a bit risky if…

1
...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America 16:54

2M ago16:54

16:54

Enrique Lavín provides critical insights into investing in Mexican industrial real estate by leveraging his market expertise and corporate finance/risk-opportunity background. Laurie Chan, PGIM’s Head of Alternative Investments, speaks with Enrique about the resilience of the Mexican Industrial Real Estate sector amidst U.S. trade volatility, nears…

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Can It Be ESG? A Pragmatic Take on Defence 20:14

2M ago20:14

20:14

Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investo…

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Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare 27:23

2M ago27:23

27:23

Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs of geopolitical competition. But in a new age of economic warfare, invisible chokepoints are also emerging. The dominance of the US dollar, economic s…

1
Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare 27:23

2M ago27:23

27:23

Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs of geopolitical competition. But in a new age of economic warfare, invisible chokepoints are also emerging. The dominance of the US dollar, economic s…

1
...Let’s Talk Reinsurance with Mike Thompson of Warburg Pincus & Nandini Mongia of Prismic Life 24:10

3M ago24:10

24:10

Nandini Mongia is the Group Executive Chair and CEO of Prismic Life, and Mike Thompson is the Managing Director of Warburg Pincus and Head of Capital Solutions for Europe. Nandini has nearly three decades of financial and business experience supporting the insurance and reinsurance industry. Mike has 20 years of private investment experience. Kesha…

1
SDGs for Impact 25:21

3M ago25:21

25:21

Investors are looking to the United Nations Sustainable Development Goals (SDGs) as one tool to help guide impactful investments. This episode of Fixed on ESG explores the role of the SDGs as a framework for identifying opportunities, SDG-related challenges (e.g. “SDG washing"), the financing gap, methodological issues in assessing contributions, a…

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Trading Up: How Active ETFs Revolutionized Investing 25:33

3M ago25:33

25:33

Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices. ETFs, or exchange-traded funds, were born out of a need for greater market liquidity following the 1987 stock market crash known as Black Monday. US regulators determined that institutions needed the ability…

1
Trading Up: How Active ETFs Revolutionized Investing 25:33

3M ago25:33

25:33

Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices. ETFs, or exchange-traded funds, were born out of a need for greater market liquidity following the 1987 stock market crash known as Black Monday. US regulators determined that institutions needed the ability…

1
Credit Markets in Transition: Liability-Driven Investing, A Multi-Sector Approach 19:33

4M ago19:33

19:33

Shifts in interest rates have thrust Liability-Driven Investing (LDI) into the spotlight, reshaping pension plan liabilities and presenting new de-risking opportunities. This episode of the All the Credit® Credit Markets in Transition sub-series examines impacts on funded status, plan sponsor adaptations, and the interplay of structured products an…

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Securitised Solutions for the Green Transition 24:05

4M ago24:05

24:05

Securitised credit is emerging as a key driver in financing the green transition, offering investors opportunities to support ESG initiatives without sacrificing return. This episode of Fixed on ESG navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape in the U.S.…

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13: Ep 013 - 5 Powerful Ways To Manage Your Debt Effectively 20:04

4M ago20:04

20:04

The Indian household debt has been increasing over the past three years, shown an RBI report. It increased to 41% of GDP in FY24 from 37.9% in FY23 and is estimated to have reached 43.5% in the first half of FY25. The report identified three primary purposes for household borrowing. The first is consumption, which includes personal loans, credit ca…

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...Let’s Talk Alternatives within Portfolio Construction with Alfred Lerman & Mao Dong 23:15

4M ago23:15

23:15

Alfred Lerman is the Chief Investment Officer at PGIM Multi-Asset Solutions and Mao Dong is the Co-Head of Portfolio Management at PGIM Multi-Asset Solutions. Alfred is passionate about optimizing portfolios through a thoughtful balance of risk and return objectives. Mao’s strength is in customizing portfolios based on unique client objectives. Kes…

1
Raising the Stakes: Investing and the Art of Risk Taking 22:47

4M ago22:47

22:47

With a standard deck of cards, there are around 2.5 million potential hands at the start of each game of poker. The key to success is in the decision process—determining how to play a hand, and how much to bet, despite not knowing which cards are in another player’s hand. Like in poker, every investment decision includes at least some degree of unc…

1
Raising the Stakes: Investing and the Art of Risk Taking 22:47

4M ago22:47

22:47

With a standard deck of cards, there are around 2.5 million potential hands at the start of each game of poker. The key to success is in the decision process—determining how to play a hand, and how much to bet, despite not knowing which cards are in another player’s hand. Like in poker, every investment decision includes at least some degree of unc…

1
17: Ep 017 - Smart Moves For Your Fixed Income Portfolio 17:08

5M ago17:08

17:08

From a series of rate hikes in 2022-2023, global central banks have now started cutting interest rates. India’s central bank RBI has cut rates for the first time in 5 years. What lies ahead for investors? Ankit Jain chats with Puneet Pal, Head – Fixed Income – PGIM India Mutual Fund, on how investors should navigate their fixed income portfolio in …

1
...Let’s Talk Core Plus Real Estate Investing with Darin Bright 24:54

5M ago24:54

24:54

Darin Bright is the Head of Core Plus Strategies at PGIM Real Estate. Darin is passionate about real estate investing and cultivating strong relationships within the investment community. Keshav and Darin examine the tangible aspects of real estate, including its durability, which make it an appealing and accessible component of a diversified portf…

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12: Ep 012 - 5 Strategies to Tackle Market Volatility 21:26

5M ago21:26

21:26

Remember March 2020 when the stock market experienced one of the fastest crashes in history due to the COVID-19 pandemic? The Indian market saw drawdown of 38%. It was a stark reminder of how unpredictable markets can be. The 2008 financial crisis was another classic example. In this episode, Lisa Pallavi Barbora and Ravi Samalad discuss what cause…

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Credit Markets in Transition: Asset-Based Finance 26:31

5M ago26:31

26:31

Asset-based finance (ABF) has grown in popularity as an attractive alternative to traditional direct lending and its turning heads with those looking to capitalize on investment opportunities. This episode of All the Credit® kicks off our new sub-series, Credit Markets in Transition, with an in-depth look at the rapidly growing ABF sector. We asses…

1
The New Arms Race: Supply Chains, Data, and National Security 25:43

5M ago25:43

25:43

The world’s superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global competition for all the ingredients necessary to support artificial intelligence—from data centers and semiconductors to the AI models themselves—is heating up. Not only do these ingredients form the bui…

1
The New Arms Race: Supply Chains, Data, and National Security 25:43

5M ago25:43

25:43

The world’s superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global competition for all the ingredients necessary to support artificial intelligence—from data centers and semiconductors to the AI models themselves—is heating up. Not only do these ingredients form the bui…

1
Rethinking Green Bond Emissions Reporting 18:50

6M ago18:50

18:50

Can green bonds—intended to drive sustainability—complicate emissions reporting? This episode of Fixed on ESG explores the complexities of green bonds and their reported emissions. We examine a proposal by the Partnership for Carbon Accounting Financials (PCAF) and highlight issues like vanishing emissions, unallocated proceeds, increased reporting…

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...Let’s Talk Investing in Infrastructure with Bill Pappas 27:17

6M ago27:17

27:17

Bill Pappas is the Managing Director and Head of Core Infrastructure and Structured Credit at PGIM Private Capital. He is a veteran of structured credit and finance within the infrastructure industry. Keshav and Bill explore the nuanced infrastructure investment landscape through the lens of private capital and alternative investment. Their discuss…

1
China: Projections for 2025 28:58

6M ago28:58

28:58

Amid global complexities, China's economic outlook presents both challenges and opportunities that are crucial to investment considerations. In this episode of All the Credit®, we weigh possible growth scenarios for China, the impacts of tariffs, private sector confidence, and property sector challenges. We assess the nation’s fiscal strategies, ri…

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Against the Grain: Challenging Conventional Wisdom for Better Outcomes 23:45

7M ago23:45

23:45

Edward Lorenz, a meteorologist and mathematician, formulated a theory called the butterfly effect—based on a hypothetical scenario in which a butterfly, simply by flapping its wings, affects a tornado weeks later. The butterfly effect illustrates how small actions in complex systems can lead to big changes, underscoring the challenges in making for…

1
Against the Grain: Challenging Conventional Wisdom for Better Outcomes 23:45

7M ago23:45

23:45

Edward Lorenz, a meteorologist and mathematician, formulated a theory called the butterfly effect—based on a hypothetical scenario in which a butterfly, simply by flapping its wings, affects a tornado weeks later. The butterfly effect illustrates how small actions in complex systems can lead to big changes, underscoring the challenges in making for…

1
Behind the Scenes of COP29 25:17

7M ago25:17

25:17

With COP29 in Baku, Azerbaijan now concluded, the conference ultimately delivered mixed results. In this episode of Fixed on ESG, we analyse the key takeaways from the event, including the geopolitical tensions, financial commitments, and growing Global North-South divide that influenced the outcomes. We also highlight under-the-radar wins, such as…

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11: Ep 011 - The 5 biggest mutual fund myths 20:19

7M ago20:19

20:19

A lot of the mistakes often investors make stem from a lack of awareness and myths that people believe to be true about mutual funds. In this episode, Ravi Samalad and Lisa Pallavi Barbora discuss and debunk the biggest myths associated with mutual funds. Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that …

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...Let’s Talk 2024 Alts Report with Matt Harvey, Sebastiano Ferrante, and Stephan Wessel 34:25

7M ago34:25

34:25

Today’s panel consists of Matt Harvey, Head of Direct Lending at PGIM Private Capital, Sebastiano Ferrante, Head of Europe at PGIM Real Estate, and Stephan Wessel, Managing Partner at Montana Capital Partners, a private equity secondary mid-market specialist affiliate of PGIM. Keshav and the panel examine the findings of the 2024 Alts Report to und…

1
High Voltage: Exploring Developments Across the U.S. Electric Grid 26:37

7M ago26:37

26:37

Accelerating demand growth for U.S. power has wide ranging investment implications. In this episode of All the Credit®, we explore the complexities surrounding the demand for power generation driven in part by AI advancements and data centers, discussing logistical implications, regulatory challenges, and regional power dynamics. We address the pot…

1
A Look Under the Hood of Climate Risk Analysis 21:17

7M ago21:17

21:17

There are many top-down tools that attempt to model climate-related credit risks, but risks relating to the transition towards a low carbon economy often stem from complex regulation and hotly debated policy that are not easily captured in simplistic models. In this episode of Fixed on ESG, we focus on the EU autos sector as a means of exploring ho…

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...Let’s Talk Emerging Market Trends with Mariusz Banasiak 20:53

8M ago20:53

20:53

Mariusz Banasiak, CFA, a Managing Director and Head of Local Currency Rates and FX for PGIM Fixed Income’s Emerging Markets Debt Team discusses the opportunities and challenges of this rapidly changing field. Emerging market debt is highly volatile, influenced by macroeconomic, geopolitical, and local currency factors. This creates both significant…