…Let's Talk Highlights from the PGIM EMEA Investor Forum
From Speaking of Alternatives by PGIM
December 17, 2025 · 22 min
About this episode
This episode shares key insights from the PGIM EMEA Investor Forum, focusing on resilience in investment strategies.
Recalibrating resilience was the dominant theme at PGIM's sixth annual EMEA Investor Forum in London. In this episode, Keshav Rajagopalan shares key insights from sessions on private credit, structured fixed income, digital infrastructure, and CIO perspectives on resilience and long-term portfolio design. From the evolution of private credit into a core allocation to the role of securitisation in financing growth, and the impact of AI on infrastructure demand, this episode explores how institutional investors are rethinking liquidity, flexibility, and resilience in a world of structural change. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: - Private Credit: From Niche to Core – [02:00] - Structured Fixed Income and Securitisation in Europe – [06:00] - Digital Infrastructure and AI: Financing the Future – [12:00] - CIO Perspectives on Resilience and Systemic Risks – [15:00] *The views expressed are those of the speakers at the time of recording and may not reflect their current opinions. This content is not investment advice.* Learn More: • @PGIM on X: https://twitter.com/pgim • @PGIM on Instagram: https://www.instagram.com/pgim/ • PGIM…
People in this episode
Host: Keshav Rajagopalan
Topics covered
- private credit
- structured fixed income
- digital infrastructure
- AI impact
- institutional investing
- portfolio design
- resilience
Keywords
- private credit
- structured fixed income
- digital infrastructure
- AI
- institutional investors
- liquidity
- resilience
Mentioned in this episode
Organizations: PGIM, PGIM EMEA Investor Forum
More episodes of Speaking of Alternatives
- … Let's Talk MCP 2025 Annual Investor Survey · April 21, 2026 · 19 min
- … Let's Talk RealAssetX · March 17, 2026 · 21 min
- … Let's Talk Private Credit Secondaries · February 17, 2026 · 27 min
- …Let's Talk Investment Grade Private Placements · January 20, 2026 · 25 min
- …Let's Talk Energy Mezzanine with Brian Thomas · November 18, 2025 · 24 min
- …Let's Talk Asset-Based Financing with Edwin Wilches · October 21, 2025 · 25 min
Explore listener stats, chart rankings, contacts and more on the Speaking of Alternatives podcast page.