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 39: Is your portfolio ready for the age of Digital Darwinism?
The Investment Intelligence podcast by Allianz Global Investors
36 minutes 4 seconds
3 years ago
Episode 39: Is your portfolio ready for the age of Digital Darwinism?
Listen to Global Equity Chief Investment Officer Virginie Maisonneuve discuss the investment implications of a curious and very disruptive idea: Digital Darwinism. Virginie and host J.P. Vicente talk about the areas and industries most likely to be affected by Digital Darwinism; the implications to commerce, education, and healthcare; the impact on geopolitics; potential winners and losers; and much more. Also: Virginie introduces three investing themes that, in her view, will dominate this “survival-of-the-fittest” world.
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.
