The Investment Intelligence podcast by 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.

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.

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.

Join Mark Wade, Head of Sustainability Research at Allianz Global Investors, and Matt Christensen, Global Head of Sustainable and Impact Investing, as they explore the urgency of investing for impact in the wake of COP26. They discuss the Glasgow Climate Pact, the significance of planetary boundaries, and the role of asset managers in decarbonizing portfolios. The conversation delves into overcoming financial access barriers globally and challenges the notion that profitability and meaningful impact cannot coexist. Tune in for insights into sustainable finance and inclusive capitalism!

Listen to Global Equity Chief Investment Officer Virginie Maisonneuve discuss the investment implications of a curious and very disruptive idea: Digital Darwinism. Virginie and host J.P. Vicente talk about the areas and industries most likely to be affected by Digital Darwinism; the implications to commerce, education, and healthcare; the impact on geopolitics; potential winners and losers; and much more. Also: Virginie introduces three investing themes that, in her view, will dominate this “survival-of-the-fittest” world.

Listen to Global Head of Equity Product Specialists William Russell discuss the Chinese investment landscape from an on-the-ground perspective. William and host J.P. Vicente have a broad conversation on topics ranging from the state of the economy to fiscal and monetary policies, China’s zero Covid policy, the state of the property market and the technology sector, China’s approach to sustainability, and a lot more. Also: William puts it all in the blender to find out how it translates into potential investment opportunities.

Listen to Stefan Hofrichter, Global Head of Economics at Allianz Global Investors, and Greg Hirt, Global Chief Investment Officer of the Multi-Asset team at AllianzGI, discuss our macro-economic and capital-markets outlook for 2022 through the prism of our four key investable themes for the coming year. It’s a packed conversation on “Navigating Rates,” “Appreciating China,” “Achieving Sustainability,” and investing in “Disruption.”