The Investment Intelligence podcast by Allianz Global Investors
Allianz Global Investors
46 episodes
3 months ago
Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio manager, talk about the outlook for emerging markets after a rough start to the year, why debt problems in Russia and Sri Lanka are unlikely to lead to contagion and why the asset class could benefit from rising interest rates.
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Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio manager, talk about the outlook for emerging markets after a rough start to the year, why debt problems in Russia and Sri Lanka are unlikely to lead to contagion and why the asset class could benefit from rising interest rates.
Episode 31: What’s ahead for portfolios after China’s crackdown on tech?
The Investment Intelligence podcast by Allianz Global Investors
37 minutes 25 seconds
4 years ago
Episode 31: What’s ahead for portfolios after China’s crackdown on tech?
Listen to Senior Product Specialist Christian McCormick discuss the impact on portfolios of China’s recent crackdown on technology companies listed as ADRs in the US, and what investors should consider doing with their China allocation going forward. Also: Christian reviews the Hong Kong market a year after China’s extension of its national security law in the territory, and analyzes China’s domestic equity market, which has shown relative resilience when compared to the Hong Kong and ADR markets.
The Investment Intelligence podcast by Allianz Global Investors
Listen to Chief Investment Officer for Emerging Market Debt Richard House and Giulia Pellegrini, senior emerging market debt portfolio manager, talk about the outlook for emerging markets after a rough start to the year, why debt problems in Russia and Sri Lanka are unlikely to lead to contagion and why the asset class could benefit from rising interest rates.
