PODCAST · business
Insight for outcomes
by Investment Magazine
This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
Episodes
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Food for thought
Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated production system. According to PGIM thematic research group director Jakob Wilhelmus, there are two main challenges in the food chain right now – our current food system is outdated...
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Growth equities to shine in 2023, if interest rates stabilise
Last year was a terrible year for growth equity investing but 2023 will be a year they can shine, as long as interest rates stabilise, according to Raj Shant, London-based managing director and equity portfolio specialist at Jennison Associates, which is a fundamental equities manager owned by PGIM.
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Portfolios to stay volatile for years with positive stock and bond correlation
Balanced portfolios will be more volatile without the “natural hedge” provided by a negative correlation between stocks and bonds, but diversification will remain a powerful tool to protect portfolios, according to Noah Weisberger, managing director in the Institutional Advisory & Solutions group...
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Navigating the disruption in energy markets
The world is experiencing the results of an underinvestment in traditional oil/gas energy infrastructure which was compounded by Covid- 19, when some companies believed that peak oil demand had arrived pulling back even more on investment, then came the Russian invasion of Ukraine, and the...
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Shift to positive stock-bond correlation could increase risk, reduce returns
A shift towards positive correlation between stocks and bonds is likely, and this phenomenon could persist for many years if history is a guide and this could lead to a “much more volatile world” for those trying to maintain balanced portfolios and may force investors to either raise their risk...
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Michelle Teng on liquidity requirements changing asset allocation for defined benefit funds
Michelle Teng, vice president and co-head of the private assets research program in PGIM’s Institutional Advisory & Solutions (IAS) group, speaks with Julia Newbould, acting editor at Investment Magazine about how climate change and early release schemes can affect super funds and the wider economy.
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Junying Shen on differing performance and cash flow characteristics among infrastructure asset sectors
Junying Shen, vice president and co-head of the private assets research program in the Institutional Advisory & Solutions (IAS) group at PGIM, speaks with Amanda White, editor of Top1000Funds.com (Investment Magazine’s sister publication), on how historical performance and cash flow…
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Frequently Asked Questions
How many episodes does Insight for outcomes have?
Insight for outcomes currently has 7 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Insight for outcomes about?
This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
How often does Insight for outcomes release new episodes?
Insight for outcomes has 7 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Insight for outcomes?
You can listen to Insight for outcomes on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Insight for outcomes?
Insight for outcomes is created and hosted by Investment Magazine.
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