
The Outthinking Investor
In this environment of uncertainty, it's more important than ever for investors to think outside the box.
Welcome to The Outthinking Investor, an award-winning podcast from PGIM that examines past events, present-day opportunities, and future possibilities across global capital markets. In Season 5, hosted by Toby Ricketts, experts from PGIM and the investment world bring unique perspectives as we explore a fast-changing landscape of investment opportunities and risks. Join us as we take a deep dive into the portfolio implications of a changing world.
Latest episodes

Nov 10, 2021 • 26min
From Overzealous Clergymen to Underfunded Benefit
The Bizarre Journey of Pension Plans: They got their start as an ambitious plan to support the penniless Scottish widows. Now, retirement assets are the largest pool of money in the world—by far—and have pronounced structural differences depending on which country a pensioner calls home. How did this happen? And how can pension plans stay solvent as the global population ages?

Oct 19, 2021 • 30min
From the Gutters of London to the Toast of Wall Street
The Rapid-Fire Growth of ESG Investing: ESG is the trendy star of today’s financial headlines, but it’s also a movement that stretches back centuries. We look at the rich history of values-based investing, from its religious origins to a bold housing experiment in Victorian England, charting the course ahead for ESG by learning how market solutions can help answer social problems.

Sep 28, 2021 • 28min
From High-Stakes Battles to Record-Low Yields
The Fascinating Evolution of the Bond Market: In our current environment of low—or even negative—interest rates, what can the past tell us about what’s in store for the $120 trillion bond market? Join us as we examine the evolution of debt, where we’ll learn how private credit fueled a financial revolution that has changed the course of history—from 1600s England, to the go-go Wall Street of the 1980s, to today.

Sep 10, 2021 • 2min
Trailer: The OUTThinking Investor
Modern capital markets move faster and are more complex than ever, bringing together participants with oftentimes clashing goals and constraints. But by gaining a richer understanding of the market’s ongoing evolution—from its remarkable origins to its tantalizing future—investors will be better equipped to navigate the changing dynamics of global financial markets. On The OUTThinking Investor, a new podcast from PGIM, host Paddy Hirsch speaks with financial experts and PGIM leaders to uncover insights into the financial instruments that we take for granted, from ESG investing and pension plans to sovereign wealth funds and the bond markets. In the process, he will shine a fresh light on the challenges—and overlooked opportunities—that face investors today. These podcasts are from PGIM, and produced in partnership with Bloomberg Media Studios.