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.

Mona Mahajan

Mona Mahajan

US Strategist

Peter Lefkin

Peter Lefkin

Head of Government and External Affairs

Listen to US Strategist Mona Mahajan and Head of Government and External Affairs Peter Lefkin (Allianz of America Corporation) discuss the aftermath of the US Presidential election, and what it means to the country’s political balance, the economy and financial markets. Also: What rising Covid-19 cases mean to investors, and what else is in store for investors under a Biden Presidency, including the future of infrastructure investing and potential changes in the tax code.

Weimin Chang

Weimin Chang

CIO of Taiwan Equity

Listen to Taiwan Chief Investment Officer Weimin Chang discuss what’s behind Taiwan equities’ remarkable performance in 2020, the state of Covid-19 in Taiwan, political risk, and key drivers of growth. Also: Weimin reviews the state of the Taiwanese economy, discusses the evolution of technology, and the crucial role Taiwan plays in the global supply chain.

Mike Riddell 

Mike Riddell

Senior Fixed Income Portfolio Manager

Kacper Brzezniak

Kacper Brzezniak

Portfolio Manager

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.

Justin Kass

Justin Kass

CFA, Managing Director, Portfolio Manager

Listen to senior portfolio manager Justin Kass discuss how the market for convertible bonds has experienced increased activity during the Covid-19 pandemic, and how that translates into new opportunities for investors. Also: Justin reviews the outlook for convertibles and discusses how investors can consider taking advantage of the asset class’ asymmetric risk/return profile.

Georgios Georgiou

Georgios Georgiou

Global Head of Fixed Income Product Specialists

Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss how investors can find yield in global fixed-income markets today, especially at a time when economies and capital markets appear to be moving at very distinct paces, creating what Georgios calls a “multi-speed world.”

Walter Price Jr.

Walter Price, Jr.

CFA, Managing Director, Senior Portfolio Manager

Listen to senior portfolio manager Walter Price discuss the outlook for technology stocks, the net impact of COVID-19 pandemic on the sector, and what key technology trends investors should be keeping a close eye on, including what’s next for 5G and cyber security.

Armin Sandhoevel

Armin Sandhoevel

Chief Investment Officer, Infrastructure Equity

Listen to Infrastructure Equity CIO Armin Sandhoevel discuss how climate risk affects portfolios today, what investors can do to manage it, and what impact it can have on credit and the banking system. Also: Armin reviews the state of the renewables market in times of COVID-19, discusses the outlook for the asset class, and shares his thoughts on how investors should think about “stranded assets.”

Mona Mahajan

Mona Mahajan

US Investment Strategist

Listen to US Investment Strategist Mona Mahajan discuss the outlook for global capital markets—including her views on what could be next for stocks after the dramatic market bounce since its late March lows. Mona also discusses fixed-income spreads, where investors can still find yield, and what risk factors could prompt a shift in investors’ risk-on sentiment.

Marcus Morris-Eyton

Marcus Morris-Eyton

CFA, Director, Portfolio Manager, Growth Equity EU

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.

Giulia Pellegrini

Giulia Pellegrini

Senior Portfolio Manager, Emerging Markets Debt

Listen to senior fixed-income portfolio manager Giulia Pellegrini discuss how ESG factors have become essential to assessing risk in emerging-market debt, a trend that’s only gaining momentum after the Covid-19 pandemic. And how aggregate ESG scores can be highly deceiving, especially in assessing governance in emerging markets.

Robbie Miles 

Robbie Miles

ESG Analyst

In this episode, Robbie Miles, discusses how ESG stocks have performed during the current pandemic, what that means for investors and company boardrooms going forward, the effects of the shutdown on climate change, what’s next for renewable energy, the future of stock buybacks, and much more.

Tim Friederich 

Tim Friederich

Head of risklab

In this episode, Tim Friederich, Head of risklab, discusses how to manage risk – especially tail risk – in light of the many black swans we have experienced in the past few decades and, more specifically, the ongoing Covid-19 crisis. He covers drivers of risk, how and when to implement tail risk-management programs, Modern Portfolio Theory, and much more.

John Mowrey

John Mowrey

CIO Value Equity US

In this episode, John Mowrey, CIO of Value Equities, discusses what’s next for US small cap stocks after the severe dislocation caused by the Covid-19 pandemic. He covers valuations, dividend spreads, industries, and much more. And he explains how this time things are not different for small cap equities.

Christian McCormick

Christian McCormick

Director, Senior Product Specialist

In this episode, Christian McCormick, Senior Product Specialist focused on China Equities, talks about what rising geopolitical tensions between the US and China mean to investing in China, the outlook for Chinese stocks, how China’s economy is opening up after Covid-19, and much more.

David Newman

David Newman

Managing Director, Head of Global High Yield

In this episode of The Investment Intelligence Podcast, David Newman, CIO Global High Yield, discusses the outlook for the high-yield market in times of pandemic, and explains how large spread differentials between “Fallen Angels” and comparably rated high-yield bonds translate into opportunities.

Kunal Ghosh<

Kunal Ghosh

Managing Director, Senior Portfolio Manager

In our second episode of The Investment Intelligence Podcast, Kunal Ghosh, Chief Investment Officer Systematic Equities, reviews how economies in Asia, Eastern Europe, Russia and Latin America have responded to the global Covid-19 pandemic and discusses the implications for investment portfolios.

Paul David

Paul David

Director, Portfolio Manager Head of Americas, Infrastructure Debt

In our inaugural episode, Paul David, Head of Americas Infrastructure Debt, talks about the impact of the Covid-19 pandemic on credit markets, the outlook for liquidity, downgrades, and defaults, and where dislocations may create opportunities.

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