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.
Stefan Scheurer joined Allianz Global Investors in 2008 and is Director, Global Capital Markets & Thematic Research. The focus of his work is on analysis relating to strategic and tactical allocations, specific investment opportunities and the identification of long-term investment trends. Since 2015, he is responsible for developing macroeconomic research and looking at investment opportunities in Emerging Markets, especially in Asian countries for the firm’s investment professionals, sales and client service teams as a Senior Economist/Strategist with the Global Economics & Strategy team. Stefan is also a voting member of the Global Policy Council, a member of the Multi Asset Strategy team in Asia as well as a voting member on Commodities of the Fundamental Multi Asset Investment Committee.
Stefan passed a degree in business administration at the University of Augsburg and started his career as an equity analyst with the broker firm Cheuvreux S.A. in 2007. He quickly gained an excellent reputation as responsible analyst for information technology, software and renewable energy stock recommendations.
In September 2014 Stefan started his dissertation in „Applied Economics“ at Hunan University in China. As one of the first German doctoral candidate at Hunan University he received a Chinese Government Scholarship.
In March 2019 Stefan has been selected to become a member of the Young Leaders Programme of the German Asia-Pacific Business Association (OAV), which is also closely linked to the Asia-Pacific Committee of German Business (APA).
As one of the few Senior Spokespersons, Stefan is a regular interview partner for radio, TV and print journalists globally, communicating the firm’s views to clients and media. He has been writing columns and contributions for leading local and international newspapers and investment magazines for years. Stefan has comprehensive experience in delivering speeches and presentations. His audience consists of high-net worth individuals, asset managers, investment advisors and institutional investors.
The Capital Market Research is published in up to 8 languages and read all over the world.
Even as the developed world slowly comes to grips with the coronavirus outbreak, the struggle in emerging markets is just beginning, and many foreign investors have grown wary. Social distancing and other containment measures are creating significant risks to EM economies. Still, some countries – including Russia, Brazil and China – could be set to rebound when capital begins flowing back in.