All The Credit, Ep. 37: Spotlight on the 2023 Banking Crisis

All The Credit, Ep. 37: Spotlight on the 2023 Banking Crisis

Recent global banking failures shook investors and markets alike, leaving many wondering if we’re witnessing a repeat of the 2008 global financial crisis.

In this episode of All the Credit®, Mick Meyler, Head of Developed Market Rates, and David Jiang, U.S. Investment Grade Credit Research Analyst, review the events of this latest crisis, discuss the potential for more bank runs, outline potential regulatory responses, and assess the impacts on bank earnings and credit fundamentals. The duo also unpacks the recent swings in interest rates and central bank policy expectations, attempts to measure the impact of now-tighter credit conditions, and more.

Lindsay Rosner, CFA, Multi-Sector Portfolio Manager, joins this episode as a special co-host and provides a summary of our portfolio positioning, particularly in the financial sector, while also accounting for heightened recession risk.

Recorded on March 24, 2023.

PGIM Fixed Income
PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has portfolio management and research teams in Newark, New Jersey, London, Amsterdam, Zurich, Munich, Singapore, Hong Kong, and Tokyo. As of December 31, 2022, the firm has $770 billion of assets under management, including $350 billion in institutional assets, $169 billion in retail assets, and $251 billion in proprietary assets. Nearly 1000 institutional investors entrust PGIM Fixed Income with their assets.

Rupal Shah
Principal, Client Advisory Group
655 Broad Street
Newark, NJ, USA 07102

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