As an active long-term investor, we aim to create sustainable value for our clients in a way that also has a positive impact on wider society. We believe that building an inclusive organization will unlock the power of diversity, and by embracing difference, we will achieve better performance and more innovation. For us, striving for inclusion and diversity is not only the right thing to do; it’s the only thing to do.
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.
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 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.