Best PGIM Fixed Income Podcasts (2025)

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18: Ep 018 - Case for Growth Investing in India 21:28

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19d ago21:28

21:28

India is a high-growth economy, offering numerous investment opportunities in companies that are expanding their businesses at a rapid pace. As T. Rowe Price aptly put it, India represents a perfect 'fertile field for growth.' Importantly, many high-growth companies have underperformed in recent years, creating investment opportunities. In this pod…

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Central Banks: Can Independence Prevail? 21:10

1M ago21:10

21:10

An independent central bank is the key to providing credibility to its monetary policy choices; credibility which anchors inflation expectations and allows a central bank to manage the demand-side of the economy and meet its mandate. In this episode of All the Credit®, we highlight the importance of central bank independence, discussing its signifi…

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Credit Markets in Transition: Systematic Strategies 28:16

2M ago28:16

28:16

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approaches to manage risk and seize market opportunities, while examining how …

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Macro Shocks and Market Shifts 27:41

4M 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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Credit Markets in Transition: The Evolution of Liability Management 24:05

4M 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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Credit Markets in Transition: Liability-Driven Investing, A Multi-Sector Approach 19:33

6M 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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17: Ep 017 - Smart Moves For Your Fixed Income Portfolio 17:08

7M 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 …

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

7M 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…

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China: Projections for 2025 28:58

8M 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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High Voltage: Exploring Developments Across the U.S. Electric Grid 26:37

10M 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…

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Crude Realities: Analyzing the Outlook for Oil and Energy Markets 15:20

11M ago15:20

15:20

What challenges and opportunities lie ahead for oil markets amid looming oversupply and fluctuating demand? In this episode of All the Credit®, we delve into the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election. We examine various energy subsectors and the financial health…

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16: Ep 016 - Investment Opportunities in India's Thriving Insurance Sector 16:16

11M ago16:16

16:16

As per the Insurance Regulatory and Development Authority of India (IRDAI), India will be the sixth-largest insurance market within a decade, leapfrogging Germany, Canada, Italy and South Korea. In this podcast, Rahul Jagwani, Analyst, PGIM India Alternatives and Ankit Jain discuss the evolution of insurance sector, its growth so far and the opport…

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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate 15:08

1y ago15:08

15:08

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

1y ago14:38

14:38

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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10: Ep 010 - Making the Best of Your Financial Sarathi aka Financial Advisor. 16:24

1y ago16:24

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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Recent Global Elections—from the Ballot Box to Fiscal Policy 26:15

1y ago26:15

26:15

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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Inflation Shifts and the Bond Market Response 18:20

1y ago18:20

18:20

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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14: Ep 014 - Opportunities in the Mid and Small Cap Space 12:01

1y ago12:01

12:01

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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The Business of Bonds with PGIM Fixed Income’s Co-CIO 39:37

1+ y ago39:37

39:37

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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Mapping Geopolitics in Emerging Markets 22:51

1+ y ago22:51

22:51

Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, we provide an in-depth analysis of the current geopolitical landscape, its profound impact on emerging markets, and the risk factors on our radar. This episode features PGIM Fixed Income’…

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13: Ep 013 - Opportunities in the Indian Healthcare Sector 26:54

1+ y ago26:54

26:54

India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and medical equipment. Rising demand for affordable healthcare, technological advancements, the emergence of telemedicine, rapid health insurance penetration is driving the demand for India’s healthcare se…

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9: Ep 009 - Overcoming concentration risk 12:58

1+ y ago12:58

12:58

Risk concentration is an important aspect to get a hold of when it comes to managing your wealth, personal finance planning and getting to where you want to be. But it's also one of those things that is often less understood or maybe misunderstood. So, in this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, is here to clarify some …

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12: Ep 012 - Fixed Income Investing at This Juncture 11:10

1+ y ago11:10

11:10

The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong. The core Inflation at multiyear lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head –…

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8: Ep 008 - Ajit deep dives into how inflation impacts our household 19:06

1+ y ago19:06

19:06

In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, talks about a topic that affects all of us and is the number one enemy of our hard earned money, which is inflation. Ajit deep dives into how inflation impacts our household and how one can invest in the right asset classes that can beat inflation over long run. Disclaimer : M…

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Deconstructing Commercial Real Estate 18:54

1+ y ago18:54

18:54

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. Inves…

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Pulse Check on U.S. Interest Rates 21:33

1+ y ago21:33

21:33

Despite fluctuating post-pandemic interest rates, the U.S. economy has shown unexpected resilience. Contrary to predictions of a possible recession the U.S. economy continues to show signs of economic growth. In this episode of All the Credit®, Tom Porcelli, Chief U.S. Economist, hosts Guillermo Felices, PhD and George Jiranek, CFA, two of PGIM Fix…

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11: Ep 011 - The Rise of India 18:22

1+ y ago18:22

18:22

As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected to earn around Rs. 8 lakh. It also predicts that India is set to become the second largest economy by 2075. A rising disposable income means that Indians will spend more on discretionary goods and servic…

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Insurance in an Inflationary Age 26:29

1+ y ago26:29

26:29

In the current climate of rising premiums and inflationary pressures, the insurance industry faces significant challenges. In this episode of All the Credit®, Tom Porcelli, Chief U.S. Economist, and Pinto Suri, U.S. Investment Grade Credit Research Analyst, examine the complexities of the auto and home insurance sectors, challenges facing issuers i…

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10: Ep 010 - Why focus on large & mid caps in 2024 18:59

1+ y ago18:59

18:59

As per the calendar-year returns from CY2010 till CY2023, 10 out of 14 times, Growth style has outperformed value in the last 14 years globally. Value stocks tend to do well in rising interest rate scenarios, whereas growth & quality do well during periods of falling interest rates. Our internal study on Indian markets proves that High growth & Hig…

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9: Ep 009 - Emerging Themes To Watch Out For 14:58

1+ y ago14:58

14:58

India has leapfrogged from being among the fragile five in 2014 to emerge as the most resilient economy which is predicted to become the third largest economy by 2027. The IMF expects India to be the fastest growing economy till 2028, growing above 6% every single year. Among the 13 large economies in Goldman Sachs Research’s global outlook for 202…

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Holiday Indigestion: The Investment Implications of GLP-1s 19:39

2y ago19:39

19:39

In recent months, GLP-1 drugs have been thrust into the spotlight, amplified by increased media attention and several headline-grabbing comments from large retailers. In this episode of All the Credit®, host Brian Barnhurst, CFA, Co-Head of Credit Research, is joined by U.S. Leveraged Finance Credit Research Analysts, Elizabeth Halpin, CFA, Richard…

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8: Ep 008 - Growth and Quality is a great opportunity for long term investors 13:45

2y ago13:45

13:45

In this episode, Ankit Jain and Vinay Paharia (CIO-PGIM India Mutual Fund) discuss what has worked in investing in the last two decades in India and why investing in high growth and high quality companies is the best approach to participating in the Indian equity markets.By PGIM India Insights

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Realities in Rates 23:13

2y ago23:13

23:13

Rates have sharply increased in the past 18 months and at PGIM Fixed Income, we anticipate they will remain elevated. In this episode of All the Credit®, Brian Barnhurst, CFA, Co-Head of Credit Research, is joined by guests Mick Meyler, Head of Developed Market Rates, and Tom Porcelli, Chief U.S. Economist, to examine the core factors supporting ou…

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Value Through Headwinds: What’s Next for European Banks? 26:22

2y ago26:22

26:22

While U.S. money center banks have emerged as an attractive subsegment of the U.S. investment grade corporate market, European banks face unique challenges sustaining their market prominence. Given the fragility of the Eurozone’s economy, with an anticipated growth of 0.5% both this year and next, the spotlight on the relative attractiveness of Eur…

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7: Ep 007 - PGIM India Alternatives will provide high conviction themes to capture structural growth 10:03

2y ago10:03

10:03

In this podcast episode, Abhishek Tiwari, Chief Business Officer, PGIM India Asset Management, talks about the company’s new initiative in the alternatives space and how PGIM India Asset Management is positioned to capture these opportunities. Moderated by Ankit Jain. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management.…

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7: Ep 007 - How to select a good financial advisor 15:25

2y ago15:25

15:25

Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help in…

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From Low Ranger to High Plains Drifter 21:50

2y ago21:50

21:50

Investors could be pardoned if they have whiplash, but the fact is that interest rates go through paradigm shifts. Indeed, they just migrated from a decade of ultra-low levels back to what may be a sustained period back “home” in their long-term 3-5% range. Just as investors never caught up with the 40-year secular decline in rates, the inverted cu…

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View from the Top: Opportunities in High-Quality Credit 27:15

2y ago27:15

27:15

With our macro base case calling for below trend, but positive growth and elevated inflation, we see a fairly healthy environment for credit and credit returns looking forward. In this episode of All the Credit®, we’ll take a closer look at the high-quality credit spectrum, where solid nominal yields, reasonable credit spreads, and durable credit f…

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6: Ep 006 - Driving Innovation! The Engine Behind India’s Thriving Automobile Sector. 18:43

2y ago18:43

18:43

In this podcast, Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services, talks about the emerging opportunities in the auto and ancillary sector, how the sector is evolving with the emergence of electric vehicles, the entry of new players and more. Tune in to the PGIM India Insights podcast series by …

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6: Ep 006 - How to invest in Global Companies 15:13

2y ago15:13

15:13

Many investors tend to have a home bias – they invest majorly in domestic assets and thus lose out on owning international business/themes that are not available in Indian markets. In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, takes us through why investors should consider investing beyond Indian markets and the options a…

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5: Ep 005 - Automate your portfolio with Balanced Advantage Funds 10:16

2y ago10:16

10:16

Balanced Advantage Funds dynamically adjust their equity and fixed income exposure based on a pre-determined formula. If you wish to be saved from the hassle of managing your asset allocation on your own, consider Balanced Advantage Funds. In this episode, Ajit Menon, CEO, PGIM India Mutual Fund, explains how Balanced Advantage Funds (BAFs) work an…

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5: Ep 005 - The road ahead for fixed income investors 16:42

2y ago16:42

16:42

In this episode, Puneet Pal, Head - Fixed Income, PGIM India Mutual Fund, explains PGIM India MF’s fixed income investment process and philosophy, the trajectory of inflation and how investors should position their portfolio at this juncture. Tune in to the PGIM India Insights podcast series by PGIM India Asset Management. Stay tuned to get more su…

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4: Ep 004 - How to diversify your portfolio in international stocks 12:36

2y ago12:36

12:36

In this episode, Abhishek Tiwari, Chief Business Officer, PGIM India Mutual Fund, shares his perspective on why international diversification is necessary and the options available for investors to diversify their portfolio through Global Fund of Funds, Emerging Market Funds and Real Estate Investment Trusts (REITs). Tune in to the PGIM India Insig…

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Brews and Bulls: Exploring Big Brewers 14:18

2y ago14:18

14:18

Amid the dog days of summer, we’re serving up the latest episode of All the Credit® on an industry that produces the alcoholic beverage of choice for a large swath of consumers—beer. Who are the main players in the big brewing industry and what’s their market share? How are their products holding their own in a market saturated with options such as…

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4: Ep 004 - Overcome volatility with buy and hold strategy 14:19

2y ago14:19

14:19

Many traditional Indian investors are not familiar with the ups and downs associated with market-linked products like mutual funds and as a result enter and exit funds at the wrong time. This constant churn disturbs the compounding power of the portfolio. Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks abo…

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3: Ep 003 - A unique fair value approach to identify good companies 17:14

2y ago17:14

17:14

Quality and growth combined are a potent combination for generating value – for insights like these, listen to Vinay Paharia, CIO, PGIM India Mutual Fund as he provides insights on the investment philosophy of PGIM India Mutual Fund. In this episode, he shares the portfolio construction process of the fund house, risk management framework, his lear…

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Quantitative Tightening: Unwinding Central Bank Balance Sheets 39:55

2+ y ago39:55

39:55

Quantitative tightening (QT), the unwinding of the large scale of purchases of a broad range of financial assets by central banks, has become a feature of monetary policy since the great financial crisis. Though central banks around the world have already started this process, given the many distractors in the market, such as the global banking cri…

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Breaking the Bank?: Weighing Looming Risks in the Commercial Property Sector 30:48

2+ y ago30:48

30:48

Just a few months ago, the market was confident that post global financial crisis, financial sector reforms, and regulatory scrutiny ensured that the U.S. banking system was rock solid, and that the next cycle's culprit would emanate from elsewhere. However, banking is once again front and center as investors weigh systematic risks from another pro…

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3: Ep 003 - 5 key things to focus on for Financial Freedom 12:56

2+ y ago12:56

12:56

Did you know, retirement is the only life goal for which you don’t get a loan? Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks about the importance of planning for financial freedom. Know how to monetize your skills to generate income during retirement, build your retirement kitty and lead a purposeful lif…

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2: Ep 002 - How We Select Winning Companies with GARP Strategy. 15:05

2+ y ago15:05

15:05

In this episode listen to the the time-tested investing strategy - Growth at Reasonable Price (GARP) strategy and how Surjitt Singh Arora, Portfolio Manager and Principal Officer, PGIM India Portfolio Management Services uses this strategy to manage the PGIM India Core Equity Portfolio and PGIM India Phoenix Portfolio. Listen to this conversation t…