Watch Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, conduct a live discussion on:

• Where the global economy and capital markets might be headed
• Why rates across the globe are…

U.S. inflation appears stickier and growth has remained stronger than expected. Thus, a cut in U.S. interest rates in March now appears very unlikely and even the probability of a cut in May has dropped in recent weeks. On the other hand, commercial real estate problems on both sides of the Atlantic have revived market…

On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. He expects money market rates to remain attractive relative…

This edition of the Cuts to the Chase podcast discusses debt and the potential economic ramifications. Featuring Guy Haselmann, Tom Smith, and Shan Ahmed.

Credit outlook for 2024, opportunities across different segments of the credit market, and the case for strategic long-term allocation to credit.

In the current climate of rising premiums and inflationary pressures, the insurance industry faces significant challenges.

The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following a loss of appeal amid years of ultra-low interest rates. With bond yields likely to return to the average of last 10-15 years, there is a ‘good premium’ that can be earned with a multi-asset…

PGIM gathered a panel of investment experts from across its affiliates to examine the outlook for the global economy and monetary policy.

Dr. Peter Hayes uses the recently published Global Outlook report as a backdrop to establish why slowing global economic growth and heightened market volatility, the sharp rise in global interest rates over the past year has prompted a “reset” of real estate values. He also discusses the distinct and highly varied structural…

Wellington fixed income experts provide an analysis on how to navigate short-term volatility and reposition portfolios for the structural changes occurring in fixed income markets.

PGIM’s experts discuss the impact of banking stress, higher rates and economic uncertainty, exploring challenges and opportunities in the markets.

Join Henry Song, CFA, portfolio manager for the Diamond Hill Core Bond and Short Duration Securitized Bond strategies, for a discussion on the opportunities in the investment-grade fixed income market, including a breakdown of the securitized markets and the importance of looking beyond the benchmark for investments in…

David Hunt, joins Squawk Box Asia to discuss his outlook on "weakflation" and why fixed income and the rise of private alternatives will be two hallmarks.

As we head towards the end of the first quarter, Ben Bennett, Investment Strategist APAC, examines the reasons behind equity and credit strength despite sovereign bond yields remaining relatively high. He also explains why, despite the Bank of Japan raising interest rates for the first time since 2007, the yen failed to…

While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it's only in recent years where we've seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital. The Significant Risk Transfer…

Is dispersion a help or a hindrance to portfolios in 2024? Catch the replay of our live webinar on how investors should be thinking about high yield, credit risk sharing and private credit in their portfolio.

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal spirits have yet to ignite China's stock market.

A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes,the start of the year seemed to be a great entry point. But interest rates continue to rise for most of 2023, and flows into the asset class turned out to be surprisingly…

The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Investors looking to alternative markets for portfolio diversification and the potential for attractive returns.