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 32: What does the US infrastructure spending plan mean for investors?
The Investment Intelligence podcast by Allianz Global Investors
40 minutes 27 seconds
4 years ago
Episode 32: What does the US infrastructure spending plan mean for investors?
Listen to Head of Infrastructure Debt Investing in the Americas Paul David discuss the impact of President Biden’s infrastructure package on the sector, and what opportunities it creates for investors. The $570-billion package has mustered bipartisan support in the US Senate, and, as of this writing, is yet to be approved by the Lower House. Also: Paul analyzes the current state of the infrastructure debt market, including deal flow, spreads, the potential of Fed tapering, and much more.
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.
