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.
Director, Portfolio Manager, Global Thematic Equity
Kofi Kodua is a director and portfolio manager at Allianz Global Investors, which he joined in 2010. As a member of the Global Thematic Equity team, Kofi focuses on developing global sustainable themes including circular economy, clean energy and water, and sustainable health. He is the lead manager for the Clean Planet and Sustainable Health strategies, which are both SDG-aligned funds, and manages the Allianz Sport et Bien-être fund. At Allianz Global Investors, Kofi previously worked as a research analyst covering multiple industries and later as a senior analyst focused on technology, consumer and business services. Kofi previously worked within the equity algorithmic trading group at Credit Suisse. Kofi has over 14 years of investment-industry experience. Kofi has an M.B.A., focused on Finance and Management, from The Wharton School, University of Pennsylvania, and a B.Sc. in Finance and Computer Science from Claflin University.
Plastics – and especially plastic packaging – play an essential role in the global economy, as they prevent products from being spoiled, and significantly extend the shelf-life of food. Additionally, the comparatively low weight of plastic packaging contributes to energy and fuel savings, and to reducing greenhouse gas emissions from freight transport. However, the advantages of plastics have to be set against a number of drawbacks, particularly for the environment. The absence of a circular plastic economy, and the leakage of millions of tonnes of plastic material, not only contribute in large part to marine pollution, but also trigger immense economic costs, and billions of USD in negative externalities. Fostering the further development of sustainable packaging therefore not only helps to limit the volume of plastic waste, but also offers attractive opportunities to participate in a market that is predicted to show a double-digit percentage growth rate within the next five years.
Since in 2003, the Human Genome Project (HGP) succeeded in sequencing and mapping the genome of homo sapiens, genomic sequencing has taken significant steps ushering in a new era of precision medicine and cost-effective personalized therapies. Find out how increasing application areas of genomic sequencing and declining costs per genome can offer opportunities to participate in the growth prospects of precision medicine and health innovation.
Anthropogenic air pollution constitutes one of the most serious threats to human health, affecting lifestyle habits as well as causing deep social concerns and economic disruption. The deterioration of air quality – both outdoor and indoor – not only costs innumerable lives, and significantly diminishes life expectancy but is also a major burden on the global economy, triggering billions of costs. Explore how sustainable investments can help to address the most pressing air-pollution-related challenges.