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.
Director, Lead Portfolio Manager, Senior Research Analyst & Sector Head, Technology
Mr.Thomas is the Lead Portfolio Manager of the Global Artificial Intelligence strategy, a senior research analyst and a Director with Allianz Global Investors, which he joined in 2003. He heads the firm’s US technology/telecom research effort and has over 24 years of investment-industry experience. Mr. Thomas previously worked at Roger Engemann & Associates, a Phoenix Investment Partners company; Fidelity Management and Research; Morgan Stanley; and the Federal Reserve Board of Governors. He also has experience designing, developing and managing software applications. Mr. Thomas has a B.A. in economics from Pomona College and an M.B.A. in finance and strategy from the University of Chicago. He is a CFA charterholder.