Episodi
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Hear Michael Dicks, chief economist and deputy head of research at QMA Wadhwani, a PGIM business, speak with Richard Lander, Director at Citywire Engage. They discuss unfolding market opportunities and risks, as well as considerations for selecting liquid alts strategies. The key, Dicks emphasises, is to ‘look for strategies that are agile….some are very quick to identify changes in the environment, but others are much slower and may be too late to the party’.
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In this podcast, Rick Romano, Managing Director and Head of the Global Real Estate Securities business at PGIM Real Estate, examines how the pandemic has reshaped property market and where opportunities lie. “Demand trends have really been pulled forward and that would include the way that technology is disrupting real estate…All that e-commerce, instead of going to the retailer, is going direct from last-mile industrial warehouses to your garage or home.”
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Episodi mancanti?
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In this episode, we hear from Michael Collins, Managing Director and Senior Portfolio Manager for PGIM Fixed Income about positioning for today’s environment. He notes that, “as the broader economy continues to recover, companies are going to increasingly generate free cashflow and use a lot of that to reduce the debt they piled on,“ emphasizing that, “we’re in the sweet spot of the credit cycle for bond holders”.
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In this podcast, Thomas Davis, Global Portfolio Manager at Jennison Associates, a PGIM Business, describes the magnitude of technology-driven investment opportunities. “We are in the midst of one of the biggest periods of technological innovation and disruption, probably in a generation…the scale of the opportunity has probably even today been underestimated”.
