• The Investment Intelligence podcast by Allianz Global Investors

  • 著者： Allianz Global Investors
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The Investment Intelligence podcast by Allianz Global Investors

著者： Allianz Global Investors
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  • Allianz Global Investors’ Investment Intelligence Podcast brings together experts from all over the world to discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more. Please visit https://www.allianzgi.com/social-media for important disclosures.
    All rights reserved
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あらすじ・解説

Allianz Global Investors’ Investment Intelligence Podcast brings together experts from all over the world to discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more. Please visit https://www.allianzgi.com/social-media for important disclosures.
All rights reserved
経済学
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エピソード
  • Episode 46: Should investors be optimistic about emerging markets?

    Episode 46: Should investors be optimistic about emerging markets?
    2022/05/12
    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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    40 分
  • Episode 45: Is your portfolio ready for cyber warfare?

    Episode 45: Is your portfolio ready for cyber warfare?
    2022/04/28
    Listen to Portfolio Manager Michael Seidenberg and Product Specialist Johannes Jacobi discuss the heightened threat of cyber warfare after Russia’s invasion of Ukraine, and what it means to investors’ portfolios.
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    35 分
  • Episode 44: What’s next for the Fed and the high-yield bond market?

    Episode 44: What’s next for the Fed and the high-yield bond market?
    2022/04/12
    Listen to Fixed Income Portfolio Manager Jim Dudnick discuss the current investment landscape for the asset class, especially what’s ahead for the high-yield market. Also: Jim and host J.P. Vicente talk about where to find value amid quickly widening and shrinking spreads, the outlook for corporate credit, potential advantages of short-duration exposure in uncertain times, and the challenges ahead for the Federal Reserve, including potential yield curve inversion and economic slowdown.
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    36 分

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