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The Business of Bonds with PGIM Fixed Income’s Co-CIO
Jun 11, 2024
Greg Peters, Co-CIO at PGIM Fixed Income, and Brian Barnhurst discuss scenario-based investing, fixed income opportunities, constructing portfolios, and integrating geopolitics in a conversation on navigating current market dynamics.
39:37
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Quick takeaways
- Scenario-based approach encourages risk assessment through various outcomes.
- Emphasis on high-quality assets and structured products for protective qualities in portfolio construction.
Deep dives
Evolution of the Investment Process and Focus on Communication
The firm's investment process has evolved under Greg's co-CIO role, emphasizing the importance of fundamental bottom-up valuation and diversifying viewpoints for constructive dialogue. Communication and extracting value from interactions have become integral. The focus on risk-adjusted return has led to portfolio reassessment, managing market and non-systematic risks while balancing upside and downside outcomes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode