The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
Wednesday 14 April 2021 : Listen to Head of Thematic Equity Andreas Fruschki discuss how investors can make an impact on addressing global water scarcity issues while...
Tuesday 23 March 2021 : Listen to Income and Growth senior portfolio manager Justin Kass discuss how a new $1.9 trillion round of stimulus, a steep rise in US...
Friday 05 March 2021 : Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss the outlook for global...
Friday 12 February 2021 : Listen to Senior Product Specialist Christian McCormick discuss how the latest developments in the economic, geopolitical, and pandemic...
Thursday 28 January 2021 : Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the outlook for the asset class in 2021 in light of a new...
Tuesday 12 January 2021 : Listen to US Strategist Mona Mahajan discuss Allianz Global Investors’ outlook for 2021, including how key developments—such as the...
Thursday 10 December 2020 : Listen to lead portfolio manager Sebastian Thomas discuss how Artificial Intelligence has become a pervasive technology that is creating...
Thursday 19 November 2020 : Listen to US Strategist Mona Mahajan and Head of Government and External Affairs Peter Lefkin discuss the aftermath of the US Presidential...
Monday 16 November 2020 : Listen to Taiwan Chief Investment Officer Weimin Chang discuss what’s behind Taiwan equities’ remarkable performance in 2020, the state...
Wednesday 04 November 2020 : Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss how an unconstrained approach...
Monday 19 October 2020 : Listen to senior portfolio manager Justin Kass discuss how the market for convertible bonds has experienced increased activity during the...
Monday 05 October 2020 : Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss how investors can find yield in global...
Monday 21 September 2020 : Listen to senior portfolio manager Walter Price discuss the outlook for technology stocks, the net impact of the COVID-19 pandemic on the...
Tuesday 01 September 2020 : Listen to Infrastructure Equity CIO Amin Sandhoevel discuss how climate risk affects portfolios today, what investors can do to manage it,...
Tuesday 18 August 2020 : Listen to US Investment Strategist Mona Mahajan discuss the outlook for global capital markets—including her views on what could be next...
Tuesday 04 August 2020 : Listen to portfolio manager Marcus Morris-Eyton discuss how the quicker-than-expected adoption of disruptive technologies due to the...
Tuesday 21 July 2020 : Listen to senior fixed-income portfolio manager Giulia Pellegrini discuss how ESG factors have become essential to assessing risk in...
Monday 29 June 2020 : In this episode, Robbie Miles, discusses how ESG stocks have performed during the current pandemic, what that means for investors and...
Tuesday 16 June 2020 : In this episode, Tim Friederich, Head of risklab, discusses how to manage risk—especially tail risk—in light of the many black swans we...
Wednesday 10 June 2020 : In this episode, John Mowrey, CIO of Value Equities, discusses what’s next for US small cap stocks after the severe dislocation caused by...
Monday 01 June 2020 : In this episode, Christian McCormick, Senior Product Specialist focused on China Equities, talks about what rising geopolitical tensions...
Friday 22 May 2020 : In this episode of The Investment Intelligence Podcast, David Newman, CIO Global High Yield, discusses the outlook for the high-yield market...
Monday 11 May 2020 : In our second episode of The Investment Intelligence Podcast, Kunal Ghosh, Chief Investment Officer Systematic Equities, reviews how...
Friday 24 April 2020 : In our inaugural episode, Paul David, Head of Americas Infrastructure Debt, talks about the impact of the Covid-19 pandemic on credit...
The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
Episode 24: How do you invest in water?
Listen to Head of Thematic Equity Andreas Fruschki discuss how investors can make an impact on addressing global water scarcity issues while...
Episode 23: Investing across asset classes in the age of stimulus
Listen to Income and Growth senior portfolio manager Justin Kass discuss how a new $1.9 trillion round of stimulus, a steep rise in US...
Episode 22: Should investors be worried about inflation?
Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss the outlook for global...
Episode 21: Should your China-equity allocation be separate from your emerging-market portfolio?
Listen to Senior Product Specialist Christian McCormick discuss how the latest developments in the economic, geopolitical, and pandemic...
Episode 20: How will President Biden’s spending plans impact infrastructure investing?
Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the outlook for the asset class in 2021 in light of a new...
Episode 19: What’s in store for your portfolio in 2021?
Listen to US Strategist Mona Mahajan discuss Allianz Global Investors’ outlook for 2021, including how key developments—such as the...
Episode 18: Is your portfolio (artificially) intelligent?
Listen to lead portfolio manager Sebastian Thomas discuss how Artificial Intelligence has become a pervasive technology that is creating...
Episode 17: The US has voted: What’s next for investors now?
Listen to US Strategist Mona Mahajan and Head of Government and External Affairs Peter Lefkin discuss the aftermath of the US Presidential...
Episode 16: What’s the secret of Taiwan equities’ performance in 2020?
Listen to Taiwan Chief Investment Officer Weimin Chang discuss what’s behind Taiwan equities’ remarkable performance in 2020, the state...
Episode 15: Is your fixed-income portfolio set up to reach its full potential?
Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss how an unconstrained approach...
Episode 14: Is the time right for Convertible Bonds?
Listen to senior portfolio manager Justin Kass discuss how the market for convertible bonds has experienced increased activity during the...
Episode 13: Is there any yield left for fixed-income investors globally?
Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss how investors can find yield in global...
Episode 12: Which key technology trends should investors focus on next?
Listen to senior portfolio manager Walter Price discuss the outlook for technology stocks, the net impact of the COVID-19 pandemic on the...
Episode 11: How to manage climate risk in your portfolio?
Listen to Infrastructure Equity CIO Amin Sandhoevel discuss how climate risk affects portfolios today, what investors can do to manage it,...
Episode 10: Will the post-pandemic bounce last?
Listen to US Investment Strategist Mona Mahajan discuss the outlook for global capital markets—including her views on what could be next...
Episode 09: Are European stocks poised for a rebound?
Listen to portfolio manager Marcus Morris-Eyton discuss how the quicker-than-expected adoption of disruptive technologies due to the...
Episode 08: A sustainable way to assess EM debt risk
Listen to senior fixed-income portfolio manager Giulia Pellegrini discuss how ESG factors have become essential to assessing risk in...
Episode 07: What’s ahead for Sustainable Investing?
In this episode, Robbie Miles, discusses how ESG stocks have performed during the current pandemic, what that means for investors and...
Episode 06: Tail-risk management in times of Covid-19
In this episode, Tim Friederich, Head of risklab, discusses how to manage risk—especially tail risk—in light of the many black swans we...
Episode 05: Why this time is *not* different for US small cap stocks
In this episode, John Mowrey, CIO of Value Equities, discusses what’s next for US small cap stocks after the severe dislocation caused by...
Episode 04: What do rising geopolitical tensions mean to investing in China?
In this episode, Christian McCormick, Senior Product Specialist focused on China Equities, talks about what rising geopolitical tensions...
Episode 03: What’s next for global high-yield and “Fallen Angels”?
In this episode of The Investment Intelligence Podcast, David Newman, CIO Global High Yield, discusses the outlook for the high-yield market...
Episode 02: What Covid-19 means for investing in emerging markets equities
In our second episode of The Investment Intelligence Podcast, Kunal Ghosh, Chief Investment Officer Systematic Equities, reviews how...
Episode 01: Covid-19 pandemic: Stress, spreads, and opportunities in infrastructure debt
In our inaugural episode, Paul David, Head of Americas Infrastructure Debt, talks about the impact of the Covid-19 pandemic on credit...
