We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
Allianz Global Investors has a distinctive lineup of actively managed fixed-income strategies managed by experienced investment teams with deep knowledge of the markets in which they invest. Each teams' portfolios are designed to deliver performance and manage risks while seeking to provide our clients with the income they demand.
While each investment team is responsible for its own investment decisions and maintaining its distinct investment process, the teams are part of our global investment platform and benefit from sharing proprietary research and timely investment ideas.
We offer a wide range of fixed-income investments, including global and single-country strategies; developed- and emerging-market investments; systematic strategies; high-yield and convertible strategies; and more.
AllianzGI's global fixed income capability has been further strengthened in 2016 by the acquisition of Rogge Global Partners, the UK-based global fixed-income specialist and in 2017 by the addition of a US team to further diversify our asset mix.
Investors can start the year with a positive outlook for the markets thanks to three drivers: higher spending from the new Biden administration, wider uptake of vaccines and continued Fed support. Consider layering in exposure to value and cyclical stocks, small cap and international assets – but keep an eye on rising inflation.
While investors can approach 2021 with optimism that an effective Covid-19 vaccine will be available, the path of the economic recovery remains unclear. A broader toolkit of investments is needed – not just the regions, sectors and strategies that have recently done well.
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.