29 Apr 2026
Funds Society
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Sebastian Thomas

Sebastian Thomas is a senior research analyst, director and lead portfolio manager of the Global Artificial Intelligence strategy at Allianz Global Investors, which he joined in 2003. He heads the firm’s US technology/telecom research effort and is responsible for covering large- and mid-cap software and internet technology companies. Thomas has over 24 years of investment-industry experience, having worked at Roger Engemann & Associates (a Phoenix Investment Partners company), Fidelity Management and Research, Morgan Stanley, and the Federal Reserve Board of Governors.

 

 

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Five Reasons Explaining Why the Dollar Is Losing Ground Against Emerging Markets

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Interview with the Global CIO of Fixed Income

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Preliminary Considerations

The Fed Heads Into Its Meeting With a Message of Continuity and Powell’s Farewell

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Kevin Warsh’s Confirmation Hearing

The Fed Enters a “New Regime,” but What About Its Independence?

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