The Investment Intelligence podcast by Allianz Global Investors Episode 43: Green bond investing in times of rising oil prices
Mar 24, 2022
Georgios Costa Georgiou, Global Head of Fixed Income Product Specialists at Allianz Global Investors, dives into the fixed-income investment landscape against the backdrop of rising oil prices and inflation. He highlights the growing significance of green bonds, emphasizing their role in sustainable investing during economic turbulence. The conversation also touches on the interplay between geopolitical tensions and energy security, showcasing how current events influence investor strategies and market dynamics. Additionally, he recommends cultural works outside of finance for a well-rounded perspective.
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Episode notes
Healthy Growth Amid Risks
- The underlying global economic growth outlook in 2022 is healthy with strong consumer and business balance sheets.
- However, recent commodity price increases may trigger stagflation or recession scenarios.
Inflation Pressures Persist
- Inflation may not have peaked yet, complicated by both demand and supply side shocks.
- Energy price surges and disruptions from the Ukraine conflict may prolong inflationary pressures throughout 2022.
Central Banks Focus on Inflation
- Central banks are prioritizing price stability amid uncertainty from supply shocks and the Ukraine invasion.
- Rate hikes in 2022 are tactical, with possible rate cuts anticipated in 2024 amid recession risks.
