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Coronavirus: Impact and analysis

Active is: Allianz Global Investors

Coronavirus:
Impact and analysis

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Coronavirus: impact and analysis

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          The coronavirus has accelerated changes in energy supply and demand

          Coronavirus: impact and analysis

          The coronavirus has accelerated changes in energy supply and demand

          One of the immediate impacts of the coronavirus crisis was a fall in global energy use. While demand will likely rebound to previous levels, the overall energy mix is changing. Renewables are playing a bigger role as traditional sources such as coal become increasingly uneconomic. This trend was already in place when the pandemic hit, but is now proceeding at an accelerating pace.

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          Multiple Authors
          | 23/06/2020
          China is positioned to lead Asia’s economic recovery from the coronavirus

          Coronavirus: impact and analysis

          China is positioned to lead Asia’s economic recovery from the coronavirus

          The coronavirus pandemic applied a sudden brake to China’s growth story, as it did to most economies around the world. But there are signs that China could be ready to lead the way out of the downturn and resume its long-term growth trajectory.

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          by Christiaan Tuntono | 10/06/2020

          Over the long term, stocks haven’t been derailed by recessions or epidemics

          Coronavirus: impact and analysis

          Infographic: Over the long term, stocks haven’t been derailed by recessions or epidemics

          It’s understandable to worry about the coronavirus pandemic and the impending global recession but, historically, the equity market has overcome each temporary setback caused by recessions and disease outbreaks.

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          19/05/2020

          For a way out of the coronavirus crisis, put a price on carbon

          Coronavirus: impact and analysis

          For a way out of the coronavirus crisis, put a price on carbon

          The coronavirus crisis gives policymakers a unique chance to reprioritise their economies, focusing on areas that didn’t get enough attention when economic momentum was strong. Climate change is a good example, and there are compelling reasons to begin implementing an EU-wide carbon-pricing system now.

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          by Karl Happe | 14/05/2020

          What Covid-19 means for investing in emerging markets equities

          Coronavirus: impact and analysis

          What Covid-19 means for investing in emerging markets equities

          In this podcast, Kunal Ghosh, Chief Investment Officer Systematic Equities, reviews how economies in Asia, Eastern Europe, Russia and Latin America have responded to the global Covid-19 pandemic and discusses the implications for investment portfolios.

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          by Kunal Ghosh | 11/05/2020

          Five ways the coronavirus could change how we think about sustainability

          Coronavirus: impact and analysis

          Five ways the coronavirus could change how we think about sustainability

          The coronavirus pandemic has highlighted core sustainability issues such as income inequality, poor healthcare and complex supply chains. As a result, sustainability is likely to become increasingly integral to asset managers’ investment processes and risk analysis. Here are five ways we think the crisis will affect investors.

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          by Eugenia Unanyants-Jackson | 30/04/2020

          Emerging markets need foreign investment as coronavirus spreads and capital flows out

          Coronavirus: impact and analysis

          Emerging markets need foreign investment as coronavirus spreads and capital flows out

          Even as the developed world slowly comes to grips with the coronavirus outbreak, the struggle in emerging markets is just beginning, and many foreign investors have grown wary. Social distancing and other containment measures are creating significant risks to EM economies. Still, some countries – including Russia, Brazil and China – could be set to rebound when capital begins flowing back in.

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          by Stefan Scheurer | 28/04/2020

          Infrastructure Debt

          Coronavirus: impact and analysis

          Covid-19 pandemic: Stress, spreads, and opportunities in infrastructure debt

          In this podcast, Paul David, Head of Americas Infrastructure Debt, talks about the impact of the Covid-19 pandemic on credit markets, the outlook for liquidity, downgrades, and defaults, and where dislocations may create opportunities.

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          by Paul David | 24/04/2020

          Shockingly low oil prices will shake up the energy industry, but it should recover

          Coronavirus: impact and analysis

          Shockingly low oil prices will shake up the energy industry, but it should recover

          The coronavirus crisis and a price war have pushed the oil price well under USD 20 per barrel, with some futures contracts even falling below zero. We expect this to trigger many structural changes – both positive and negative – that investors will be able to factor into their portfolios before the energy industry recovers.

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          by Paul D. Strand | 22/04/2020

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