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.
Marcus Morris-Eyton is a member of the Europe Equity Growth Portfolio Management at Allianz Global Investors, having joined the firm in 2011. Marcus also acts as the interface between the Portfolio Management team and clients, representing the franchise amongst both new and existing clients globally. Prior to joining the Europe Equity Growth team Marcus worked as a Discretionary Sales Manager at AGI in London, and also worked at Credit Suisse in equity research. Marcus is a CFA Charterholder, having passed all levels at the first attempt, and graduated with a First Class honors degree, in English and philosophy from the University of Leeds.
Listen to portfolio manager Marcus Morris-Eyton discuss how the quicker-than-expected adoption of disruptive technologies due to the Covid-19 pandemic is changing the investment landscape for non-US stocks. Also: Get his take on the expected impact of the European Union latest fiscal stimulus plan on the economy and the stock market.