Our global strategist says we could be at the tipping point of a shift away from globalization and deregulation toward populism and protectionism, which could have important implications for investors.
Managing investment risk remains a fundamental challenge for institutional investors around the world. That’s why every year, Allianz Global Investors publishes a new edition of RiskMonitor - the result of a comprehensive survey about how risk impacts investor attitudes and behavior.
Last August, China’s currency devaluation prompted a plunge in global markets, but this year almost everything has recovered: stocks, spread products and sovereign bonds. Our chief economist explains why this unusual environment isn’t set to last long.
Political risks and negative interest rates were among the key topics of our most recent Investment Forum held in Frankfurt in September 2016.
Global Reach. Local Expertise.
Allianz Global Investors is a leading active investment manager with a strong parent company and a culture of risk management. With 25 offices in the US, Europe and Asia Pacific, we provide global investment and research capabilities with consultative local delivery.
The presidential candidates don’t often see eye to eye, but they both agree that the US needs to fix its crumbling infrastructure. Our infographic shows how infrastructure spending could pay off for the economy – and how investors could take advantage.
The recent rebound in emerging markets has been as rapid as it has been broad-based, but one country in particular stands out: Indonesia. Much of the credit goes to President Jokowi, who has pushed through significant infrastructure projects and reforms.
When our Grassroots Research team surveyed hundreds of UK consumers before and after the Brexit vote, we discovered an increase in short-term pessimism but a more nuanced view about how Brexit would affect the UK over time.
Generating ACTive Returns with Alpha, Conviction and Tenacity
In his roundup of our latest Investment Forum, Neil Dwane says growth will stay low and slow while central banks suppress yields and politics create uncertainty. In this environment, investors’ returns will be driven by their ability to accept risk and stay active.
Two respected brands. Now one global firm.
Rogge Global Partners, the respected Global Fixed Income team, and Allianz Global Investors are bringing together their complementary businesses, resulting in a combined, stronger fixed income presence in global markets.