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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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          China’s return to growth should help equities and corporate credit in North Asia

          Coronavirus: impact and analysis

          China’s return to growth should help equities and corporate credit in North Asia

          With its successful containment of Covid-19, China’s ongoing recovery is likely to benefit its most closely connected neighbours.

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          by Christiaan Tuntono | 13/08/2020

          Two ways credit can add relative value as the cycle turns

          Coronavirus: impact and analysis

          Two ways credit can add relative value as the cycle turns

          The risk/reward profile of corporate bonds is less attractive now than when the coronavirus crisis began. Since then, bonds from higher-rated firms have been buoyed by central bank support. As the credit cycle turns, we suggest prioritising both issuer and security selection to seek outperformance – potentially with fallen angels and secured bonds.

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          by Georgios Georgiou | 30/07/2020

          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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          by Christian McCormick , Paul Schofield | 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

          Sector ideas for the “re-opening” phase of the coronavirus crisis

          Coronavirus: impact and analysis

          Sector ideas for the “re-opening” phase of the coronavirus crisis

          Around the world, lockdowns and quarantines are slowly lifting, but consumers and business activity remain fragile. We believe investors should play both offence and defence during this new “re-opening” phase. On offence, the tech sector will likely remain a leader, but select high-yield bonds and cyclical sectors (parts of energy and financials) could also outperform. On defence, consider consumer staples and healthcare, which are well-positioned for a post-coronavirus world.

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          by Mona Mahajan | 13/05/2020

          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

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