Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investors to reconsider their exclusion policies.

PGIM Fixed Income’s James Malone, CFA, ESG Specialist, hosts this discussion with Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist.

Recorded on May 6, 2025.

Investors are looking to the United Nations Sustainable Development Goals (SDGs) as one tool to help guide impactful investments. This episode of Fixed on ESG explores the role of the SDGs as a framework for identifying opportunities, SDG-related challenges (e.g. “SDG washing"), the financing gap, methodological issues in assessing contributions, and factors to consider when balancing operational performance with business model alignment.

PGIM Fixed Income’s Nuvneet Dhillon, CFA, ESG Specialist, hosts this discussion with Armelle de Vienne, Co-Head of ESG Research, and Yacine Rachid, ESG Specialist.

Recorded on March 19, 2025.

Securitised credit is emerging as a key driver in financing the green transition, offering investors opportunities to support ESG initiatives without sacrificing return. This episode of Fixed on ESG navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape in the U.S. and Europe. We break down the mechanics of green securitisation and discuss how investors can navigate this space.

PGIM Fixed Income’s Taylor Chatlos, ESG Specialist, hosts this discussion with David Klausner, ESG Specialist, and Edwin Wilches, CFA, Co-Head of Securitised Products.

Recorded on March 12, 2025.