Recalibrating resilience was the dominant theme at PGIM's sixth annual EMEA Investor Forum in London. In this episode, Keshav Rajagopalan shares key insights from sessions on private credit, structured fixed income, digital infrastructure, and CIO perspectives on resilience and long-term portfolio design.
From the evolution of private credit into a core allocation to the role of securitisation in financing growth, and the impact of AI on infrastructure demand, this episode explores how institutional investors are rethinking liquidity, flexibility, and resilience in a world of structural change.
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Key Takeaways:
- Private Credit: From Niche to Core – [02:00]
- Structured Fixed Income and Securitisation in Europe – [06:00]
- Digital Infrastructure and AI: Financing the Future – [12:00]
- CIO Perspectives on Resilience and Systemic Risks – [15:00]
*The views expressed are those of the speakers at the time of recording and may not reflect their current opinions. This content is not investment advice.*
Learn More:
• @PGIM on X: https://twitter.com/pgim
• @PGIM on Instagram: https://www.instagram.com/pgim/
• PGIM on LinkedIn: https://www.linkedin.com/company/pgim
Shareables:
"Securitisation isn't a silver bullet, but it's a critical lever for financing Europe's growth." — Edwin Wilches
"Private credit has evolved from a niche allocation to a core pillar of institutional portfolios." — Tom McCartan
"AI is here to stay. It will transform our lives, but the infrastructure build-out brings both opportunity and risk." — Morgan Laughlin
