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.
Kacper is a Global Macro Portfolio Manager based in London, having joined the firm in 2016. He focuses on rates and FX across developed and emerging markets, and has particular expertise in derivatives and options. At AGI, Kacper is responsible for four strategies: he is the lead manager of Allianz Fixed Income Macro, co-lead of Allianz Strategic Bond fund and deputy on two UK based government bond strategies, Allianz Gilt Yield and Allianz Index Linked Gilt. Prior to joining Allianz, he held roles in London, Dubai and New York at Royal Bank of Scotland, National Bank of Fujairah and Bluecrest Capital Management. Kacper received a BSc (Hons) in Mathematics and Economics from the London School of Economics in 2008 and graduated with an MBA from Yale School of Management in 2016.
Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss the outlook for global inflation in light of massive fiscal and monetary stimuli due to the Covid-19 pandemic. Mike and Kacper tackle many top-of-mind questions for investors today, including: Are long-term inflation expectations really about to change? Is inflation taking hold globally or being driven by specific countries? What impact will it have on yield curves and investors’ portfolios? And much more.
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.