Allianz Global Investors has a distinctive lineup of actively managed fixed-income strategies managed by experienced investment teams with deep knowledge of the markets in which they invest. Each teams' portfolios are designed to deliver performance and manage risks while seeking to provide our clients with the income they demand.
While each investment team is responsible for its own investment decisions and maintaining its distinct investment process, the teams are part of our global investment platform and benefit from sharing proprietary research and timely investment ideas.
We offer a wide range of fixed-income investments, including global and single-country strategies; developed- and emerging-market investments; systematic strategies; high-yield and convertible strategies; and more.
AllianzGI's global fixed income capability has been further strengthened in 2016 by the acquisition of Rogge Global Partners,the UK-based global fixed-income specialist and in 2017 by the addition of a US team to further diversify our asset mix.
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.
Recent ECB comments suggest that the horizon for a rate hike may be moving further away, based on the central bank’s uncertain growth outlook and concerns over weak inflation. The ECB is also keen to preserve banks’ ability to lend to the euro-zone economy.
With the Fed having largely achieved its objectives of full employment and price stability, we expect short-term rates to stay unchanged at the FOMC’s next meeting. This should be good for investors, but don’t rule out a rate hike by the end of the year if inflation surges, or if tariff- or Brexit-related risks recede.