Episodes
ESG investing has gained a lot of traction in recent years, but even with its growing popularity, many misconceptions still exist around how an ESG portfolio strategy should be structured to attain a dual mandate of making a positive impact and striving for solid performance. In this episode, John Ploeg, CFA, Co-head of ESG Research, and Anna de Jong, Head of Client Advisory Benelux and Nordics, shed some light on two of the most commonly misconstrued instruments of ESG-investing―exclusions...
Published 09/01/22
In this episode, Armelle de Vienne, Co-head of ESG Research (and certified divemaster), invited Mark Spalding, President of The Ocean Foundation, to discuss the emergence of blue bonds in the ESG investing space. What defines a blue bond and why haven’t investors heard more about them? Why might sovereign or corporate issuers issue a blue bond? What are the challenges and potential impacts of these types of offerings? We answer these questions, and more, on this episode of Fixed on ESG. ...
Published 07/26/22
PGIM Fixed Income’s James Malone, ESG Research Specialist, and Beth Gunning, Credit Analyst for Emerging Markets Corporate Bond Research, join David Klausner, ESG Research Specialist, for a deep dive into the critical role that metals and mining companies have in enabling the low carbon transition. Our panel explores a range of topics, including the dramatic increase for minerals as countries reduce their high carbon energy reliance, the implications of Russia’s ongoing invasion of Ukraine on...
Published 07/07/22
Food prices have been rising globally for some time now. While the Russia/Ukraine conflict has exacerbated food instability, many other factors have also come into play including the COVID-19 pandemic, increases in demand from growing populations, extreme weather events, among others. The war in Ukraine has shown us how the world has become increasingly reliant on a few crops grown in a few countries and how vulnerable food supply chains are to external shocks. The implications are...
Published 05/24/22
Like most nuanced subjects, ESG is a highly intricate topic with many more complexities than most might initially consider. And incorporating ESG-factors into portfolio construction introduces additional challenges, even to the most seasoned investors. However, PGIM Fixed Income is dedicated to helping our clients navigate the ESG landscape. Our dedicated team of ESG research experts have extensive insight and experience into what it takes to be ESG-forward, which we’re excited to share with...
Published 04/27/22
PGIM Fixed Income is proud to bring you, Fixed On ESG, a monthly podcast series exploring the latest topics and trends of ESG investing. A rotating lineup of PGIM Fixed Income ESG-expert hosts will provide our take on the investment implications and value opportunities we see in this space and how changes in the market may directly affect our decision making. Subscribe to hear from PGIM Fixed Income thought leaders, as well as industry professionals and some of our clients.
Published 03/28/22