Allianz Global Investors’ Investment Intelligence Podcast brings together experts from all over the world to discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
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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, productivity, labor shortages, supply issues, demographics, and more. Also: Stefan contextualizes his forecasts in terms of portfolio positioning and available opportunities in the current fluid environment.
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. Also: Fresh out of our inaugural US Sustainability Day, Mona talks about research she has been developing on climate and clean-energy opportunities, especially in light of President Biden’s proposed infrastructure plan.
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 the investment landscape in surprising ways: From alignment of personal and investment views, to new ways to measuring impact, to technological innovation, and corporate disruption. Also: Matt will be a guest at our Sustainability Day event on May 12. You’re invited! Register at us.allianzgi.com/sustainabilityday.
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 positioning portfolios to benefit from attractive opportunities in the space. In an engaging conversation, Andreas examines water consumption patterns, climate change, supply disruptions, and what the private sector is doing to bring balance to the supply/demand gap of this precious resource.
To learn more about AllianzGI's Sustainability Day, please visit us.allianzgi.com/sustainabilityday
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 long-term rates, and an ongoing debate about the future of inflation may impact financial assets, particularly US equities, high yield, and convertible bonds. Also: Justin talks about what’s next in the M&A arena and convertibles issuance.
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 inflation in light of massive fiscal and monetary stimuli due to the Covid-19 pandemic. Mike and Kacper tackle many top-of-mind questions for investors today, including: Are long-term inflation expectations really about to change? Is inflation taking hold globally or being driven by specific countries? What impact will it have on yield curves and investors’ portfolios? And much more.