DiscoverBehind the Balance Sheet#42 The Credit Expert
#42 The Credit Expert

#42 The Credit Expert

Update: 2024-12-23
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When it comes to credit, few people have better credentials than Greg Peters, co-CIO of PGIM, with AUM of $700bn. In this fascinating conversation, we discuss the differences between investing in equities and credit, the legacy of the zero interest rate period, why PGIM uses scenario based forecasting in preference to single point estimates, why covenants have gone out of fashion and why that’s dangerous, ad much more. Listen to the end for an update on the outlook for markets in 2025.

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#42 The Credit Expert

#42 The Credit Expert

Stephen Clapham, Behind the Balance Sheet