PGIM's Hunt on Central Banks, Private Credit, Inflation

The video discusses global economic conditions, highlighting regional differences in inflation and growth. It explores how these conditions affect market reactions and portfolio strategies, with a focus on the US bond and equity markets. The role of private markets as a source of yield and their growth due to changes in banking regulations is examined. The discussion also covers the expansion of private credit and alternatives like private equity, emphasizing their significance in the current economic landscape.

What challenges are mentioned regarding the economic conditions in Europe?

In what ways have banks changed their lending practices since the GFC?