All the Credit

Inflation Shifts and the Bond Market Response


Listen Later

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 reflation scenario could impact investment strategies. This episode features PGIM Fixed Income's Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, and host Michael Roper, CFA, Portfolio Manager, European Investment Grade Corporate Bonds. Recorded on June 24, 2024.

...more
View all episodesView all episodes
Download on the App Store

All the CreditBy PGIM

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

65 ratings


More shows like All the Credit

View all
Exchanges by Goldman Sachs

Exchanges

960 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,164 Listeners

Masters in Business by Bloomberg

Masters in Business

2,178 Listeners

Odd Lots by Bloomberg

Odd Lots

1,930 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,299 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

28 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

29 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

The Markets by Goldman Sachs

The Markets

80 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

27 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

183 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

34 Listeners