Episode 38: An on-the-ground look at China’s investment landscape
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Global Head of Equity Product Specialists William Russell discuss the Chinese investment landscape from an on-the-ground perspective. William and host J.P. Vicente have a broad conversation on topics ranging from the state of the economy to fiscal and monetary policies, China’s zero Covid policy, the state of the property market and the technology sector, China’s approach to sustainability, and a lot more. Also: William puts it all in the blender to find out it how it translates into potential investment opportunities ..read more
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Episode 37: Our 2022 Outlook through Four Investable Themes
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Stefan Hofrichter, Global Head of Economics at Allianz Global Investors, and Greg Hirt, Global Chief Investment Officer of the Multi-Asset team at AllianzGI, discuss our macro-economic and capital-markets outlook for 2022 through the prism of our four key investable themes for the coming year. It’s a packed conversation on “Navigating Rates,” “Appreciating China,” “Achieving Sustainability,” and investing in “Disruption ..read more
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Episode 36: The pervasive power of Artificial Intelligence
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to lead portfolio manager Sebastian Thomas discuss the latest trends in Artificial Intelligence investing, including how AI is helping companies to structure data, map consumer behavior, enhance cloud services, and further automate supply chains. Also: Sebastian talks about the growing role of AI in medicine, including the development of vaccines and treatments during the pandemic ..read more
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Episode 35: What’s next for emerging markets post pandemic?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Head of Systematic Equity Kunal Ghosh discuss the latest trends in emerging-market equities, including what’s in store for the Chinese economy, the impact of the tech crackdown on investors’ confidence, the state of the real estate market, and the consumer outlook. Also: Kunal analyzes opportunities in other emerging markets such as Russia, India, Brazil (hint: think IPOs), and much more ..read more
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Episode 34: Are we entering a golden age for technology investing?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to senior portfolio manager Walter Price discuss how a confluence of factors challenging a post-pandemic world—i.e., labor shortages, supply-chain strains, the fight against climate change—can usher in a golden age for technology and set the stage for strong investing opportunities in the sector. Specifically, Walter talks about opportunities in cloud computing, cyber security, artificially intelligence, and much more ..read more
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Episode 33: Is inflation really here to stay?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to investment strategist Ann-Katrin Petersen discuss some top-of-mind issues for investors today, namely the future of inflation, labor shortages, and the shape of the global economy in a post-pandemic world. Also: Ann-Katrin discusses what this all means to portfolios, and how investors should consider allocating assets ..read more
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Episode 32: What does the US infrastructure spending plan mean for investors?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the impact of President Biden’s infrastructure package on the sector, and what opportunities it creates for investors. The $570-billion package has mustered bipartisan support in the US Senate, and, as of this writing, is yet to be approved by the Lower House. Also: Paul analyzes the current state of the infrastructure debt market, including deal flow, spreads, the potential of Fed tapering, and much more ..read more
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Episode 31: What’s ahead for portfolios after China’s crackdown on tech?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Senior Product Specialist Christian McCormick discuss the impact on portfolios of China’s recent crackdown on technology companies listed as ADRs in the US, and what investors should consider doing with their China allocation going forward. Also: Christian reviews the Hong Kong market a year after China’s extension of its national security law in the territory, and analyzes China’s domestic equity market, which has shown relative resilience when compared to the Hong Kong and ADR markets ..read more
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Episode 30: How will new EU climate targets impact sustainable investing?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to Head of Sustainability Research and Stewardship Mark Wade discuss how the recently announced new climate targets by the European Union will impact the geopolitical debate ahead of the UN’s 2021 Climate Change Conference as well as influence how corporations and investors adapt to a quickly changing regulatory landscape. Also: As sustainable investing continues to gain momentum, how should market participants consider incorporating it into investment models ..read more
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Episode 29: What are the Fed’s options to normalize policy, and what do they mean to FI investors?
The Investment Intelligence Podcast by Allianz Global Investors
by Allianz Global Investors
2y ago
Listen to fixed-income portfolio manager Jim Dudnick discuss why he thinks that Fed Chairman Jay Powell deserves a place in the “central bank Hall of Fame,” and how Powell’s management and communication style has provided the Fed plenty of options to normalize monetary policy depending on how growth and inflation evolve. Also: What does this Fed “optionality” mean to fixed-income investors and portfolios ..read more
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