Andreas Fruschki

Andreas Fruschki is the Chief Investment Officer of Thematic Equity at Allianz Global Investors and serves as the portfolio manager for Allianz Thematica. He specializes in thematic investment strategies, focusing on long-term trends that drive growth in various sectors, including technology and infrastructure. Recently, he commented on the geopolitical implications of AI dominance, highlighting the increasing support for local data centers, which is relevant to the ongoing investments in infrastructure and technology.