The Investment Intelligence podcast by Allianz Global Investors

Listen to Taiwan Chief Investment Officer Weimin Chang discuss what’s behind Taiwan equities’ remarkable performance in 2020, the state of Covid-19 in Taiwan, political risk, and key drivers of growth. Also: Weimin reviews the state of the Taiwanese economy, discusses the evolution of technology, and the crucial role Taiwan plays in the global supply chain.

Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss how an unconstrained approach to assessing fixed-income opportunities could help investors navigate the current extremely low-yield environment. Mike and Kacper also address many other top-of-mind questions, including what’s the current role of sovereign debt, how to assess credit, the future of inflation, and the state of emerging-market debt.

Listen to senior portfolio manager Justin Kass discuss how the market for convertible bonds has experienced increased activity during the Covid-19 pandemic, and how that translates into new opportunities for investors. Also: Justin reviews the outlook for convertibles and discusses how investors can consider taking advantage of the asset class’ asymmetric risk/return profile.

Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss how investors can find yield in global fixed-income markets today, especially at a time when economies and capital markets appear to be moving at very distinct paces, creating what Georgios calls a “multi-speed world.”

Listen to senior portfolio manager Walter Price discuss the outlook for technology stocks, the net impact of the COVID-19 pandemic on the sector, and what key technology trends investors should be keeping a close eye on, including what’s next for 5G and cyber security.

Listen to Infrastructure Equity CIO Amin Sandhoevel discuss how climate risk affects portfolios today, what investors can do to manage it, and what impact it can have on credit and the banking system. Also: Armin reviews the state of the renewables market in times of COVID-19, discusses the outlook for the asset class, and shares his thoughts on how investors should think about “stranded assets.”

Listen to US Investment Strategist Mona Mahajan discuss the outlook for global capital markets—including her views on what could be next for stocks after the dramatic market bounce since its late March lows. Mona also discusses fixed-income spreads, where investors can still find yield, and what risk factors could prompt a shift in investors’ risk-on sentiment.

Listen to portfolio manager Marcus Morris-Eyton discuss how the quicker-than-expected adoption of disruptive technologies due to the Covid-19 pandemic is changing the investment landscape for non-US stocks. Also: Get his take on the expected impact of the European Union latest fiscal stimulus plan on the economy and the stock market.

Listen to senior fixed-income portfolio manager Giulia Pellegrini discuss how ESG factors have become essential to assessing risk in emerging-market debt, a trend that’s only gaining momentum after the Covid-19 pandemic. And how aggregate ESG scores can be highly deceiving, especially in assessing governance in emerging markets.

In this episode, Robbie Miles, discusses how ESG stocks have performed during the current pandemic, what that means for investors and company boardrooms going forward, the effects of the shutdown on climate change, what’s next for renewable energy, the future of stock buybacks, and much more.