Jul 20, 2020
Taimur Hyat is the Chief Operating Officer at PGIM, a $1.3
trillion asset manager across public equity and fixed income,
private credit, real estate and alternative strategies. Alongside
President and CEO, David Hunt, Taimur distills insights from across
PGIM’s portfolio teams and shares long-term views on the investment
implications of global megatrends annually. Their most recent
Megatrends piece, After the Great Lockdown, is the subject of our
conversation.
We cover Taimur’s lessons from academic research in economics,
management consulting, and Lehman Brothers through the financial
crisis, PGIM’s business, and the Megatrends series. We then turn to
the latest Megatrends piece and discuss the impact of the pandemic
on supply chains, inventory management, weightless firms,
commercial and residential real estate, remote work, and purposeful
firms. We close with a discussion of investment opportunities
coming out of the pandemic.
If you’re as intrigued as I was, you can see all the previous
Megatrends reports at pgim.com.
Learn More
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