We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
Recent growth in ESG fund assets under management shows that people are convinced of the necessity and value of investing sustainably. This commitment will come with significantly higher expectations on the part of investors.
A roadmap for the years ahead: Introducing our investable themes
To help investors navigate today’s drastically different world, we’ve identified three overarching themes: a resurgent China, persistently low yields, and the drive to live and invest more sustainably. We’re using our expertise and insights to explain why these themes represent some of the biggest opportunities and risks for portfolios – and what investors can do.
This lunar new year, China has much to celebrate – including resilient economic growth, widespread success at suppressing Covid-19 and a steady transformation into an advanced economy. That’s why the ox is a suitable symbol for a country that continues to do the hard work needed to maintain its trajectory.
With equities looking expensive, where should investors turn?
US stocks are highly valued, and our 10-step checklist suggests they’re close to bubble territory. Non-US equities offer better value, but we still don’t think investors should drastically pare back their US holdings at this time.
Allianz Global Investors is a leading active asset manager with over 690 investment professionals* in 23 offices worldwide and managing EUR 598 billion in assets for individuals, families and institutions.
Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.