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.
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.
In this "all-bets-are-off" US presidential election, Kristina Hooper says it's important to know the candidates' platforms and how they can affect the markets. Investors should be prepared for more surprises - and more volatility.
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.
With US economic data improving, the Fed is running out of reasons not to raise rates, says our global head of fixed income, but it will still make cautious moves. Once a hike happens, expect bunds to beat Treasuries, the dollar to outperform the euro and risk assets to recover quickly.
Neil Dwane says the crisis in Italy’s banks is caused by a system with many interlocking rings – including banks, voters, politicians and regulators – that pass stress from one to the other. This could have dire consequences for both Italy and Europe.
Albert Einstein was such a ground-breaking thinker, his ideas even help inform the science of risk management. Find out how the rules behind the random motion of molecules are remarkably similar to the random components of asset prices.
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.