After a strong start to 2019, the markets abruptly turned volatile and the global economy looks increasingly fragmented. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
Disruption is impacting all industries as societal shifts drive innovation. We believe active managers are best equipped to help clients navigate this changing landscape, but to do so, it is imperative that they stay ahead of disruptive trends in all sectors.
Higher yield potential and added diversification aren’t the only qualities attracting fixed-income investors to Asia. The region’s bond markets are large and growing, and reform-minded governments are providing the necessary policy support to maintain growth.
While the pro-European vote held up in many countries, the result will likely be a more fragmented European Parliament that may slow decision-making. Most challenging for European leaders could be the signs of increasingly polarised electorates.
Our Asia investment experts and European clients recently met in Berlin for our 11th annual Asia Conference. We think the world’s most dynamic region holds fundamental attractiveness for investors – even amid current trade tensions.
While seeking to enhance investment outcomes through technology, we believe human insight and connection are equally essential to successful asset management.
The goal: to find the optimal solution for your needs – and work closely with you to evolve your strategy as those needs change. That way, we live and breathe active asset management.
Investment Themes & Strategy
3 ways the US-China trade war could end
Given recent events – the US just increased tariffs on USD 200bn of Chinese imports, and China retaliated on USD 60bn of US goods – it’s getting more difficult to see a clear path to a US-China trade agreement. But talks are ongoing, which opens up three potential scenarios for resolving this dispute.
The world is changing rapidly as disruption impacts every sector. We believe an active management approach is essential to make the most of the opportunities, while managing the threats inherent in this technological and social shift.
International vacation booking volumes for the 2019 summer season vs. the same time last year were flat for slightly more than half of sources and up for slightly less than half. Consumers’ main criteria for deciding on a vacation include price as much as the destination itself.
Allianz Global Investors Responsible Investing Report
The report outlines our ESG activities and research, our engagement with investee companies through stewardship, the integration of ESG across our investment strategies and our innovative approach to meeting clients’ evolving extra-financial demands.
Allianz Global Investors is a leading active asset manager with over 770 investment professionals* in 25 offices worldwide and managing more than EUR 535 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.