46 episodes

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.

Please visit https://www.allianzgi.com/social-media for important disclosures.

The Investment Intelligence podcast by Allianz Global Investors Allianz Global Investors

    • Business
    • 4.9 • 18 Ratings

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.

Please visit https://www.allianzgi.com/social-media for important disclosures.

    Episode 46: Should investors be optimistic about emerging markets?

    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 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.

    • 39 min
    Episode 45: Is your portfolio ready for cyber warfare?

    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 Russia’s invasion of Ukraine, and what it means to investors’ portfolios.

    • 34 min
    Episode 44: What’s next for the Fed and the high-yield bond market?

    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 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.

    • 36 min
    Episode 43: Green bond investing in times of rising oil prices

    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 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.

    • 42 min
    Episode 42: Investing in non-US stocks amid rising geopolitical risk

    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 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.

    • 39 min
    Episode 41: Investing in Water for Impact

    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 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.

    • 37 min

Customer Reviews

4.9 out of 5
18 Ratings

18 Ratings

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