Thanks to positive macroeconomic news, China’s resilient growth and room to cut rates in India and Indonesia, the outlook for Asia-Pacific risk assets is good. Corporate bonds, emerging-market debt and dividend-paying stocks can play a critical role for investors in search of income potential.
Investment income provides many benefits – including guarding against inflation – but today’s “safe” bonds may offer ultra-low returns. We suggest investors hunt for income among “riskier” income generators like corporate bonds, emerging-market debt and dividend-paying stocks.
Global growth continues to decelerate, but many emerging-market economies are presenting opportunities after a tough 2018. Domestic growth is being pushed higher by accommodative commodity prices, Fed support and easing trade tensions.
Staying active: how to regain trust in active management
We asked 500 institutional investors their views on active management. The results offer a roadmap for active managers to help clients navigate challenging markets - and rebuild trust in active management.
Thematic investing is gaining popularity as investors look to invest in a way that aligns with their interests and values. Without typically being restricted to a certain sector, region, market cap size or any benchmark, these strategies offer an attractive opportunity for active asset managers to show what they can deliver.
The world’s second-most populous country is about to start the world’s biggest exercise in democracy – and reform is on the agenda. Regardless of the short-term noise from these elections, India’s economy looks strong, particularly if the country can take advantage of opportunities arising from US-China 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.
Outlook & Commentary
The Fed has found the right balance
With the US economy slowing and inflation low, we expect the Fed to confirm a pause in its monetary policy normalisation. Given the controlled slowdown in the US economy and equity-market momentum, we believe the Fed has found the perfect balance.
In recent years, the markets underwent massive shifts in technologies, demographics, politics and policies that rendered many old models obsolete. Investors must recognize how persistent and irreversible these trends are – or they could find themselves exposed to new risks that jeopardise their financial goals.
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.