PGIM

The Outthinking Investor with Daleep Singh

Business EN ↓ 57 episodes

In today's ever-changing world, investors should challenge old assumptions and think outside the box. Markets trade on more than just economic data. They trade on geopolitics, technology, policy, and elections. In a world searching for a new equilibrium, old assumptions are expensive mistakes. Daleep Singh, Vice Chair and Chief Global Economist at PGIM, has spent his career at the intersection of markets and policy, from the U.S. Treasury and Federal Reserve to the White House. Now, Daleep is sharing his perspectives with you. On PGIM's The Outthinking Investor, Daleep sits down with prominent...

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PGIM

Episodes

The Days of Disco May Preview Future Inflation 24.05.2022 24:26

Investors may be looking back at the days of disco with a sense of déjà vu. Surging inﬂation, rising energy prices and the prospect of higher interest rates have sent a ripple through global ﬁnancial markets – just like they did in the 1970s. In the Season 2 premiere of The OUTThinking Investor, we talk to PGIM experts to better understand today's inﬂationary shock and how it will play out for inv...

S2 Trailer: The OUTthinking Investor 11.05.2022 1:28

Pandemic. War. Inflation. Deglobalization. Investors around the world face one of the most uncertain and tumultuous periods in recent memory. The Ukraine invasion, a tightening labor market, and fragmented supply chains are driving rapid inflation, while rising interest rates will cause headwinds for growth. With global capital markets shifting faster than ever, investors need to keep thei...

Can Black Gold Be a Social Good? 29.11.2021 26:29

The Surprising Transformation of Sovereign Wealth Funds: We look beyond the oil-rich lands of the Middle East to uncover the unexpected beginnings of sovereign wealth funds (in Texas, of all places) and examine the structure of the world's largest (in Norway). As AUM in SWFs continue to surge, how will they exert greater influence—and possibly even promote sustainability—over global markets?

From Overzealous Clergymen to Underfunded Benefit 10.11.2021 25:48

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?

From the Gutters of London to the Toast of Wall Street 19.10.2021 30:01

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.

From High-Stakes Battles to Record-Low Yields 28.09.2021 27:59

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 1...

Trailer: The OUTThinking Investor 10.09.2021 1:50

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...