How do you identify winners using Artificial Intelligence?

by Steven J. Berexa | 04/09/2019
Steven J. Berexa talking about Artificial Intelligence

Summary

Global Chief Investment Officer Equities Steve Berexa explains the potential for active asset managers to embrace Artificial Intelligence as an Investment strategy & theme.



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About the author

Steven J. Berexa

Steven J. Berexa

Global CIO Equity

Steven J. Berexa is Global CIO Equity with Allianz Global Investors and a member of its Global Executive Committee.

In addition to his responsibilities as Global CIO Equity, Steve continues to manage money as a portfolio manager of the Disciplined Equity and Global Fundamental strategies and lead manager of the Global Insights/Intellectual Capital strategy.

Active is: Embracing renewable energy

Energy transition and sustainable resourcing

by Stephanie Rowton | 20/09/2019
Energy transition and sustainable resourcing

Summary

Climate change is shifting investor priorities and driving wider adoption of sustainable business models, which seek to “meet the needs of the present without compromising the ability of future generations to meet their own needs”.

Key takeaways

  • Investors are increasingly looking to integrate climate risk into their asset allocation and reduce the carbon footprint of their portfolios
  • Despite growth in renewable infrastructure, global warming continues, and legacy issues will continue to hamper progress
  • Energy storage will drive disruption across several industries and will be a central theme in the ongoing evolution of renewable energy