TDI Podcast: Robbie’s Matrix (#864‪)‬ The Disciplined Investor

What commodities look attractive here and why?



Inflation CPI reports - just not looking good



Major banks kick off earnings season..



Guest: Robbie Miles, CFA - Allianz Global











 







Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London



Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.



Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.





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Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)