The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
Thursday 12 May 2022 : Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio...
Thursday 28 April 2022 : Listen to Portfolio Manager Michael Seidenberg and Product Specialist Johannes Jacobi discuss the heightened threat of cyber warfare after...
Tuesday 12 April 2022 : Listen to Fixed Income Portfolio Manager Jim Dudnick discuss the current investment landscape for the asset class, especially what’s ahead...
Thursday 24 March 2022 : Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss the fixed-income investment landscape amid rising...
Thursday 10 March 2022 : Listen to Global Growth Equity Portfolio Manager Marcus Morris-Eyton and Senior Product Specialist Christian McCormick discuss the...
Monday 28 February 2022 : Listen to AllianzGI’s Andreas Fruschki, Head of Thematic Equity, and Alexandra Russo, Thematic Equity Product Specialist, analyze the...
Friday 11 February 2022 : Listen to AllianzGI’s Matt Christensen, Global Head of Sustainable and Impact Investing, and Mark Wade, Head of Sustainability Research...
Thursday 27 January 2022 : Listen to Global Equity Chief Investment Officer Virginie Maisonneuve discuss the investment implications of a curious and very disruptive...
Friday 21 January 2022 : Listen to Global Head of Equity Product Specialists William Russell discuss the Chinese investment landscape from an on-the-ground...
Tuesday 14 December 2021 : Listen to Stefan Hofrichter, Global Head of Economics at Allianz Global Investors, and Greg Hirt, Global Chief Investment Officer of the...
Tuesday 23 November 2021 : Listen to lead portfolio manager Sebastian Thomas discuss the latest trends in Artificial Intelligence investing, including how AI is...
Thursday 18 November 2021 : Listen to Head of Systematic Equity Kunal Ghosh discuss the latest trends in emerging-market equities, including what’s in store for the...
Friday 29 October 2021 : Listen to senior portfolio manager Walter Price discuss how a confluence of factors challenging a post-pandemic world—i.e., labor...
Tuesday 19 October 2021 : Listen to investment strategist Ann-Katrin Petersen discuss some top-of-mind issues for investors today, namely the future of inflation,...
Wednesday 15 September 2021 : Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the impact of President Biden’s infrastructure package...
Tuesday 10 August 2021 : Listen to Senior Product Specialist Christian McCormick discuss the impact on portfolios of China’s recent crackdown on technology...
Wednesday 28 July 2021 : Listen to Head of Sustainability Research and Stewardship Mark Wade discuss how the recently announced new climate targets by the European...
Friday 16 July 2021 : Listen to fixed-income portfolio manager Jim Dudnick discuss why he thinks that Fed Chairman Jay Powell deserves a place in the “central...
Monday 28 June 2021 : Listen to Former Trader Joe’s President Doug Rauch discuss how business leaders can rethink the way they run their companies to make them...
Monday 14 June 2021 : Listen to Global Head of Economics Stefan Hofrichter discuss his midyear global economic outlook, including his views on growth, inflation,...
Tuesday 25 May 2021 : Listen to US Investment Strategist Mona Mahajan discuss the outlook for inflation in the US, and its impact for investors going forward....
Friday 23 April 2021 : Listen to Global Head of Sustainable and Impact Investing Matt Christensen discuss how the growing interest in Sustainability will reshape...
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...
The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
Episode 46: Should investors be optimistic about emerging markets?
Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio...
Episode 45: Is your portfolio ready for cyber warfare?
Listen to Portfolio Manager Michael Seidenberg and Product Specialist Johannes Jacobi discuss the heightened threat of cyber warfare after...
Episode 44: What’s next for the Fed and the high-yield bond market?
Listen to Fixed Income Portfolio Manager Jim Dudnick discuss the current investment landscape for the asset class, especially what’s ahead...
Episode 43: Green bond investing in times of rising oil prices
Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss the fixed-income investment landscape amid rising...
Episode 42: Investing in non-US stocks amid rising geopolitical risk
Listen to Global Growth Equity Portfolio Manager Marcus Morris-Eyton and Senior Product Specialist Christian McCormick discuss the...
Episode 41: Investing in Water for Impact
Listen to AllianzGI’s Andreas Fruschki, Head of Thematic Equity, and Alexandra Russo, Thematic Equity Product Specialist, analyze the...
Episode 40: Investing for impact on the road to Net Zero
Listen to AllianzGI’s Matt Christensen, Global Head of Sustainable and Impact Investing, and Mark Wade, Head of Sustainability Research...
Episode 39: Is your portfolio ready for the age of Digital Darwinism?
Listen to Global Equity Chief Investment Officer Virginie Maisonneuve discuss the investment implications of a curious and very disruptive...
Episode 38: An on-the-ground look at China’s investment landscape
Listen to Global Head of Equity Product Specialists William Russell discuss the Chinese investment landscape from an on-the-ground...
Episode 37: Our 2022 Outlook through Four Investable Themes
Listen to Stefan Hofrichter, Global Head of Economics at Allianz Global Investors, and Greg Hirt, Global Chief Investment Officer of the...
Episode 36: The pervasive power of Artificial Intelligence
Listen to lead portfolio manager Sebastian Thomas discuss the latest trends in Artificial Intelligence investing, including how AI is...
Episode 35: What’s next for emerging markets post pandemic?
Listen to Head of Systematic Equity Kunal Ghosh discuss the latest trends in emerging-market equities, including what’s in store for the...
Episode 34: Are we entering a golden age for technology investing?
Listen to senior portfolio manager Walter Price discuss how a confluence of factors challenging a post-pandemic world—i.e., labor...
Episode 33: Is inflation really here to stay?
Listen to investment strategist Ann-Katrin Petersen discuss some top-of-mind issues for investors today, namely the future of inflation,...
Episode 32: What does the US infrastructure spending plan mean for investors?
Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the impact of President Biden’s infrastructure package...
Episode 31: What’s ahead for portfolios after China’s crackdown on tech?
Listen to Senior Product Specialist Christian McCormick discuss the impact on portfolios of China’s recent crackdown on technology...
Episode 30: How will new EU climate targets impact sustainable investing?
Listen to Head of Sustainability Research and Stewardship Mark Wade discuss how the recently announced new climate targets by the European...
Episode 29: What are the Fed’s options to normalize policy, and what do they mean to FI investors?
Listen to fixed-income portfolio manager Jim Dudnick discuss why he thinks that Fed Chairman Jay Powell deserves a place in the “central...
Episode 28: How can a supermarket chain help you invest sustainably?
Listen to Former Trader Joe’s President Doug Rauch discuss how business leaders can rethink the way they run their companies to make them...
Episode 27: What does faster global growth mean to your portfolio?
Listen to Global Head of Economics Stefan Hofrichter discuss his midyear global economic outlook, including his views on growth, inflation,...
Episode 26: The US inflation conundrum and opportunities in clean energy
Listen to US Investment Strategist Mona Mahajan discuss the outlook for inflation in the US, and its impact for investors going forward....
Episode 25: How Sustainability will reshape the investment landscape
Listen to Global Head of Sustainable and Impact Investing Matt Christensen discuss how the growing interest in Sustainability will reshape...
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...
