Episodes

  • Episode 46: Should investors be optimistic about emerging markets?

    Episode 46: Should investors be optimistic about emerging markets?
    May 12 2022
    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.
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    40 mins
  • Episode 45: Is your portfolio ready for cyber warfare?

    Episode 45: Is your portfolio ready for cyber warfare?
    Apr 28 2022
    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.
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    35 mins
  • 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?
    Apr 12 2022
    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.
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    36 mins
  • Episode 43: Green bond investing in times of rising oil prices

    Episode 43: Green bond investing in times of rising oil prices
    Mar 24 2022
    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.
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    43 mins
  • Episode 42: Investing in non-US stocks amid rising geopolitical risk

    Episode 42: Investing in non-US stocks amid rising geopolitical risk
    Mar 10 2022
    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.
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    40 mins
  • Episode 41: Investing in Water for Impact

    Episode 41: Investing in Water for Impact
    Feb 28 2022
    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.
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    38 mins
  • Episode 40: Investing for impact on the road to Net Zero

    Episode 40: Investing for impact on the road to Net Zero
    Feb 11 2022
    Listen to AllianzGI’s Matt Christensen, Global Head of Sustainable and Impact Investing, and Mark Wade, Head of Sustainability Research and Stewardship, discuss the impact of COP26 and the Glasgow Climate Pact, and what role investors can play as we travel on the road to Net Zero. Hint: Investing for impact is a big part of it. Also: Matt, Mark and host J.P. Vicente discuss the all-important topics of Planetary Boundaries and Inclusive Capitalism.
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    44 mins
  • Episode 39: Is your portfolio ready for the age of Digital Darwinism?

    Episode 39: Is your portfolio ready for the age of Digital Darwinism?
    Jan 27 2022
    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.
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    36 mins