…Let's Talk Highlights from the PGIM EMEA Investor Forum

…Let's Talk Highlights from the PGIM EMEA Investor Forum

Author: PGIM December 17, 2025 Duration: 22:05

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.

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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 on LinkedIn: https://www.linkedin.com/company/pgim

Shareables:

"Securitisation isn't a silver bullet, but it's a critical lever for financing Europe's growth." — Edwin Wilches

"Private credit has evolved from a niche allocation to a core pillar of institutional portfolios." — Tom McCartan

"AI is here to stay. It will transform our lives, but the infrastructure build-out brings both opportunity and risk." — Morgan Laughlin

 


PGIM's Speaking of Alternatives offers a clear-eyed conversation about a part of the financial world that often feels shrouded in complexity. This isn't about dry lectures or sales pitches; instead, each episode sits down with seasoned practitioners and thinkers who operate in the trenches of private equity, real assets, hedge funds, and other non-traditional avenues. The dialogue focuses on the practical realities and long-term shifts within these markets, moving far beyond the fleeting news cycle. You'll hear how allocators are actually navigating current economic crosswinds, which structural trends are creating genuine opportunity, and how the very definition of "alternative" continues to evolve. The perspective is intentionally global, acknowledging that compelling strategies and risks can emerge anywhere. By demystifying the jargon and focusing on tangible insights, this podcast serves as a valuable resource for anyone looking to understand the forces shaping portfolio construction today. It’s a monthly dose of nuanced analysis for investors, advisors, and the intellectually curious who recognize that the conventional playbook is rarely sufficient. Tune in for straightforward discussions that respect the sophistication of the topic without losing the listener in unnecessary abstraction.
Author: Language: English Episodes: 26

Speaking of Alternatives
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