logo
episode-header-image
Feb 2025
26m 31s

Credit Markets in Transition: Asset-Base...

PGIM Fixed Income
About this episode

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 assess ABF's evolution, factors driving the surge in investment, its role within the financial ecosystem, and critical considerations for investors.

PGIM Fixed Income’s Brian Barnhurst, CFA, Head of Global Credit Research, hosts Edwin Wilches, CFA, Co-Head of Securitized Products.

 Recorded on January 28, 2025.

Up next
Aug 12
Central Banks: Can Independence Prevail?
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 highlig ... Show More
21m 10s
Jul 22
Credit Markets in Transition: Systematic Strategies
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 approach ... Show More
28m 16s
Jun 11
Macro Shocks and Market Shifts
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 ... Show More
27m 41s
Recommended Episodes
Aug 2024
Dynamic Portfolio Strategy: Rebalancing Using Divestitures
Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners)   Strategic focus is a prerequisite to strong corporate performance.  Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down b ... Show More
44m 31s
Jan 2025
Predictions and Strategies for 2025
Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI’s role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ... Show More
47m 50s
Jul 2023
Daniel Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management
As Global Co-head of Portfolio Solutions at AQR Capital Management, Dan Villalon is primarily engaged in helping the firm’s clients address constantly evolving challenges around risk management. Central to these, of course, is the search for efficient sources of diversification. ... Show More
1h 1m
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Apr 2024
Opportunities and Risks in Q2 2024
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves int ... Show More
16m 7s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Jan 2025
TMT Predictions 2025: Insights from Deloitte
Dive into Deloitte's expert analysis of key trends shaping the Technology, Media, and Telecommunications (TMT) sectors in 2025. This audio provides an in-depth look at emerging innovations, market shifts, and strategies that are set to influence the future of these industries ... Show More
6 m
Jun 3
Mastercard’s SVP of Global Products on How to Enter New Markets (with Simone Paul Tamussin)
Expanding internationally is more complex than ever, with economic uncertainty, shifting regulations, and unpredictable tariffs creating constant challenges. While overseas opportunities can be tempting, businesses must navigate a landscape full of blind spots and evolving risks ... Show More
24m 49s
Feb 2022
ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton
Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for inflation, performing above expectations, how to re-position a portfolio for high ... Show More
1h 3m