Allianz Global Investors, one of the world’s leading active asset managers, announced today the appointment of Matt Christensen as Global Head of Sustainable and Impact Investing. In this role, he will accelerate the growth of Impact Investing as part of the company’s growing private markets platform; lead the continued integration of ESG factors across AllianzGI’s existing range of public markets products, including stewardship activities; and support the development of new SRI products.
Investment Forum focus: central banks, china and disruptive change
Twice a year, our top professionals gather at our Investment Forum to form a global economic outlook that sharpens our long-term thinking and helps our clients make smarter investment decisions. Here's a look at our most recent forum in Hong Kong.
“Some fear the markets are complacent, but investors can find ample opportunities to take risks that can be managed with confidence.”
Findings from Our Hong Kong Investment Forum
Our strategists, economists and portfolio managers recently convened in Hong Kong to reflect on the state of the global economy today – and its direction over the next 3-5 years. The gradual tightening of monetary policy could bring a return of volatility, especially in developed markets, but Asia in general and China in particular are bright spots.
The competing factors of geopolitical turmoil, demographic change and technological advancement will make for an interesting if uncertain investment climate in 2018
The scale of central bank support is diminishing globally, but we expect the overall shift to be slow; income opportunities abound for investors willing to look beyond benchmark bonds
The outlook for China and Asian markets overall remains favorable – so much so that one of the biggest risks to investors’ portfolios may be an “unconscious” underweight to China
Disruptive business models are reshaping investment opportunities across the globe; the US and Europe will need to respond to high-tech competition from China
For more on the forum's findings, take a look at Neil Dwane's in-depth analysis:
Watch our investment experts discuss timely topics that matter to investors. Hear from Andreas Utermann on changing monetary policy, William Russell on China’s A-shares and Raymond Chan on China’s moment in the sun.
Demographic deceleration: What can Japan teach the world?
Global politics and policies in 2018
China's 5-year outlook, and investing in Asia disruptively
Some or all the securities identified and described may represent securities purchased in client accounts. The reader should not assume that an investment
in the securities identified was or will be profitable. The securities or companies identified do not represent all of the securities purchased, sold, or
recommended for advisory clients. Actual holdings will vary for each client. FANG is an acronym widely used on Wall Street and among many investors; it
stands for four high-performing large-cap technology companies – Facebook, Amazon, Netflix and Google (now Alphabet) – that are also household names.
BAT is a similarly widely used acronym for three large-cap tech companies in China: Baidu, Alibaba and Tencent.
Investing involves risk. The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. [*] Past performance is not indicative of future performance. This is a marketing communication. It is for informational purposes only. This document does not constitute investment advice or a recommendation to buy, sell or hold any security and shall not be deemed an offer to sell or a solicitation of an offer to buy any security.
The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.
This material has not been reviewed by any regulatory authorities. In mainland China, it is used only as supporting material to the offshore investment products offered by commercial banks under the Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations. This document does not constitute a public offer by virtue of Act Number 26.831 of the Argentine Republic and General Resolution No. 622/2013 of the NSC. This communication's sole purpose is to inform and does not under any circumstance constitute promotion or publicity of Allianz Global Investors products and/or services in Colombia or to Colombian residents pursuant to part 4 of Decree 2555 of 2010. This communication does not in any way aim to directly or indirectly initiate the purchase of a product or the provision of a service offered by Allianz Global Investors. Via reception of his document, each resident in Colombia acknowledges and accepts to have contacted Allianz Global Investors via their own initiative and that the communication under no circumstances does not arise from any promotional or marketing activities carried out by Allianz Global Investors. Colombian residents accept that accessing any type of social network page of Allianz Global Investors is done under their own responsibility and initiative and are aware that they may access specific information on the products and services of Allianz Global Investors. This communication is strictly private and confidential and may not be reproduced. This communication does not constitute a public offer of securities in Colombia pursuant to the public offer regulation set forth in Decree 2555 of 2010. This communication and the information provided herein should not be considered a solicitation or an offer by Allianz Global Investors or its affiliates to provide any financial products in Brazil, Panama, Peru, and Uruguay. In Australia, this material is presented by Allianz Global Investors Asia Pacific Limited (“AllianzGI AP”) and is intended for the use of investment consultants and other institutional/professional investors only, and is not directed to the public or individual retail investors. AllianzGI AP is not licensed to provide financial services to retail clients in Australia. AllianzGI AP (Australian Registered Body Number 160 464 200) is exempt from the requirement to hold an Australian Foreign Financial Service License under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order (CO 03/1103) with respect to the provision of financial services to wholesale clients only. AllianzGI AP is licensed and regulated by Hong Kong Securities and Futures Commission under Hong Kong laws, which differ from Australian laws.
This document is being distributed by the following Allianz Global Investors companies: Allianz Global Investors U.S. LLC, an investment adviser registered with the U.S. Securities and Exchange Commission; Allianz Global Investors Distributors LLC, distributor registered with FINRA, is affiliated with Allianz Global Investors U.S. LLC; Allianz Global Investors GmbH, an investment company in Germany, authorized by the German Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin); Allianz Global Investors (Schweiz) AG; Allianz Global Investors Asia Pacific Ltd., licensed by the Hong Kong Securities and Futures Commission; Allianz Global Investors Singapore Ltd., regulated by the Monetary Authority of Singapore [Company Registration No. 199907169Z]; Allianz Global Investors Japan Co., Ltd., registered in Japan as a Financial Instruments Business Operator [Registered No. The Director of Kanto Local Finance Bureau (Financial Instruments Business Operator), No. 424, Member of Japan Investment Advisers Association and Investment Trust Association, Japan]; and Allianz Global Investors Taiwan Ltd., licensed by Financial Supervisory Commission in Taiwan.
[*Subject to change – depends on the content of the material which may mention certain investment instruments that involve particular risk]