Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…
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Episode 10: Will the post-pandemic bounce last?
Manage episode 336708536 series 3378360
Contenido proporcionado por The Investment Intelligence Podcast and Allianz Global Investors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Investment Intelligence Podcast and Allianz Global Investors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
…
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46 episodios
Episode 10: Will the post-pandemic bounce last?
The Investment Intelligence podcast by Allianz Global Investors
CompartirManage episode 336708536 series 3378360
Contenido proporcionado por The Investment Intelligence Podcast and Allianz Global Investors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Investment Intelligence Podcast and Allianz Global Investors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
…
continue reading
46 episodios
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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.…
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.
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.…
Listen to Global Head of Fixed Income Product Specialists Georgios Costa Georgiou discuss the fixed-income investment landscape amid rising inflation, monetary policy tightening, Russia’s invasion of Ukraine, and a subsequent spike in commodity prices. Specifically, Georgios discusses how investors should consider sustainable investing—especially green bonds—in times of rising oil prices.…
Listen to Global Growth Equity Portfolio Manager Marcus Morris-Eyton and Senior Product Specialist Christian McCormick discuss the challenges of investing in non-US stocks amid rising geopolitical risk after Russia’s full-out invasion of Ukraine in late February. Also: Marcus, Christian and host J.P. Vicente talk about the direction of global economic growth, inflation, and monetary policy, the unwinding of central banks’ massive balance sheets, and how investors should consider value vs. growth equity investing today.…
Listen to AllianzGI’s Andreas Fruschki, Head of Thematic Equity, and Alexandra Russo, Thematic Equity Product Specialist, analyze the current state of investing in water. Andreas, Alexandra, and host J.P. Vicente discuss how investing in water today spans a wide array of potential opportunities, from impact on Sustainability to infrastructure, food supply management, manufacturing, and cyber security.…
Listen to AllianzGI’s Matt Christensen, Global Head of Sustainable and Impact Investing, and Mark Wade, Head of Sustainability Research and Stewardship, discuss the impact of COP26 and the Glasgow Climate Pact, and what role investors can play as we travel on the road to Net Zero. Hint: Investing for impact is a big part of it. Also: Matt, Mark and host J.P. Vicente discuss the all-important topics of Planetary Boundaries and Inclusive Capitalism.…
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.…
Listen to Global Head of Equity Product Specialists William Russell discuss the Chinese investment landscape from an on-the-ground perspective. William and host J.P. Vicente have a broad conversation on topics ranging from the state of the economy to fiscal and monetary policies, China’s zero Covid policy, the state of the property market and the technology sector, China’s approach to sustainability, and a lot more. Also: William puts it all in the blender to find out how it translates into potential investment opportunities.…
Listen to Stefan Hofrichter, Global Head of Economics at Allianz Global Investors, and Greg Hirt, Global Chief Investment Officer of the Multi-Asset team at AllianzGI, discuss our macro-economic and capital-markets outlook for 2022 through the prism of our four key investable themes for the coming year. It’s a packed conversation on “Navigating Rates,” “Appreciating China,” “Achieving Sustainability,” and investing in “Disruption.”…
Listen to lead portfolio manager Sebastian Thomas discuss the latest trends in Artificial Intelligence investing, including how AI is helping companies to structure data, map consumer behavior, enhance cloud services, and further automate supply chains. Also: Sebastian talks about the growing role of AI in medicine, including the development of vaccines and treatments during the pandemic.…
Listen to Head of Systematic Equity Kunal Ghosh discuss the latest trends in emerging-market equities, including what’s in store for the Chinese economy, the impact of the tech crackdown on investors’ confidence, the state of the real estate market, and the consumer outlook. Also: Kunal analyzes opportunities in other emerging markets such as Russia, India, Brazil (hint: think IPOs), and much more.…
Listen to senior portfolio manager Walter Price discuss how a confluence of factors challenging a post-pandemic world—i.e., labor shortages, supply-chain strains, the fight against climate change—can usher in a golden age for technology and set the stage for strong investing opportunities in the sector. Specifically, Walter talks about opportunities in cloud computing, cyber security, artificially intelligence, and much more.…
Listen to investment strategist Ann-Katrin Petersen discuss some top-of-mind issues for investors today, namely the future of inflation, labor shortages, and the shape of the global economy in a post-pandemic world. Also: Ann-Katrin discusses what this all means to portfolios, and how investors should consider allocating assets.…
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.…
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