As the markets close the books on another tumultuous year, investors should keep watch on the rise of populist politics, China’s re-emergence as a global growth engine and a renewed focus on government spending as interest rates remain low.
The incoming US president is a political outsider who wants to make his presence known and upend the status quo. While the markets may like some of Trump’s ideas, they value certainty more – and that will be in short supply.
Our experts recently gathered in Frankfurt to discuss the key strategic issues driving the global economy, from negative rates to the rise of populism. Explore our resources for insights and solutions.
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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.
Britain’s economy didn’t roll over post-Brexit, but the pound has dropped in response to increasingly tough political rhetoric about a “hard” exit. Mike Riddell wonders whether a further drop in sterling might prompt the government to soften its stance.
With extreme monetary policy and political uncertainty making it hard for investors to find returns, Neil Dwane highlights how short-duration bonds offer the potential for higher returns today and reduced volatility when rates rise.
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.