Episode 37: Our 2022 Outlook through Four Investable Themes
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Konten disediakan oleh The Investment Intelligence Podcast and Allianz Global Investors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Investment Intelligence Podcast and Allianz Global Investors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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