The Investment Intelligence podcast by Allianz Global Investors Allianz Global Investors

Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio manager, talk about the outlook for emerging markets after a rough start to the year, why debt problems in Russia and Sri Lanka are unlikely to lead to contagion and why the asset class could benefit from rising interest rates.

Listen to Portfolio Manager Michael Seidenberg and Product Specialist Johannes Jacobi discuss the heightened threat of cyber warfare after Russia’s invasion of Ukraine, and what it means to investors’ portfolios.

Listen to Fixed Income Portfolio Manager Jim Dudnick discuss the current investment landscape for the asset class, especially what’s ahead for the high-yield market. Also: Jim and host J.P. Vicente talk about where to find value amid quickly widening and shrinking spreads, the outlook for corporate credit, potential advantages of short-duration exposure in uncertain times, and the challenges ahead for the Federal Reserve, including potential yield curve inversion and economic slowdown.

Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss the fixed-income investment landscape amid rising inflation, monetary policy tightening, Russia’s invasion of Ukraine, and a subsequent spike in commodity prices. Specifically, Georgios discusses how investors should consider sustainable investing—especially green bonds—in times of rising oil prices.

Listen to Global Growth Equity Portfolio Manager Marcus Morris-Eyton and Senior Product Specialist Christian McCormick discuss the challenges of investing in non-US stocks amid rising geopolitical risk after Russia’s full-out invasion of Ukraine in late February. Also: Marcus, Christian and host J.P. Vicente talk about the direction of global economic growth, inflation, and monetary policy, the unwinding of central banks’ massive balance sheets, and how investors should consider value vs. growth equity investing today.

Listen to AllianzGI’s Andreas Fruschki, Head of Thematic Equity, and Alexandra Russo, Thematic Equity Product Specialist, analyze the current state of investing in water. Andreas, Alexandra, and host J.P. Vicente discuss how investing in water today spans a wide array of potential opportunities, from impact on Sustainability to infrastructure, food supply management, manufacturing, and cyber security.