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Episode 37: Our 2022 Outlook through Four Investable Themes
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Kandungan disediakan oleh The Investment Intelligence Podcast and Allianz Global Investors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Investment Intelligence Podcast and Allianz Global Investors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.”
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