Summary

With each new round of tariffs and trade deals, the financial markets are experiencing bouts of volatility as they reprice how economies could be affected. From Trumponomics to Brexit, our experts explore what it all means – and what the future may hold.

 

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Raymond Chan

CIO Equity Asia Pacific
Raymond Chan is a portfolio manager and Chief Investment Officer (CIO) Equity Asia Pacific with Allianz Global Investors, which he joined in 1998. He is responsible for all AllianzGI investment professionals in Asia (excluding Japan). He has overall responsibility for his team’s investment process and performance and is the lead manager for the firm’s Core Regional (Asia Pacific ex-Japan equity) products. He was previously an associate director and the head of Greater China team with Barclays Global Investors in Hong Kong. He has a B.A. from the University of Durham, UK, and an M.A. from the University of Exeter. He is a CFA charterholder.
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Neil Dwane

Global Strategist
Neil Dwane is a portfolio manager and the Global Strategist with Allianz Global Investors, which he joined in 2001. He coordinates and chairs the Global Policy Committee, which formulates the firm’s house view, leads the firm’s bi-annual Investment Forums and communicates the firm’s investment outlook through articles and press appearances. Neil is a member of AllianzGI’s Equity Investment Management Group. He previously worked at JP Morgan Investment Management as a UK and European specialist portfolio manager; at Fleming Investment Management; and at Kleinwort Benson Investment Management as an analyst and a fund manager. He has a B.A. in classics from Durham University and is a member of the Institute of Chartered Accountants.
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Stefan Hofrichter

Head of Global Economics & Strategy
Stefan Hofrichter is Head of Global Economics & Strategy at Allianz Global Investors. His research covers global economics as well as global and European asset allocation. Stefan joined the firm in 1996 as an equity portfolio manager and assumed his current role as an economist and strategist in 1998. Between 2004 and 2010, he also had responsibility for various retail and institutional mandates, including global and European traditional balanced funds, global multi-asset absolute return and multi-manager alpha-porting funds. Stefan became a member of the firm’s Global Policy Council in 2004. Stefan holds a degree in Economics from the University of Konstanz (1995) and in Business Administration from the University of Applied Sciences of the Deutsche Bundesbank, Hachenburg (1991). Stefan became a CFA Charterholder in 2000.
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Mona Mahajan

Director, US Investment Strategist
Ms. Mahajan is the US investment strategist and a director with Allianz Global Investors, which she joined in 2017. As a member of the Global Economics and Strategy team, she is responsible for providing US retail and institutional clients with differentiated investment thought leadership. Ms. Mahajan is also a key spokesperson, communicating – both internally and externally – the firm’s high-conviction investment ideas and views from the Global Policy Council. Ms. Mahajan was previously a fixed-income portfolio manager, a structured-finance product specialist and a global market strategist at MetLife. Prior to this, she was an emerging-market strategist at Mirae Asset Global Investments; she also worked at hedge fund companies Para Advisors and Ziff Brothers Investments. Ms. Mahajan has a B.S. in economics from The Wharton School, The University of Pennsylvania; a B.A.Sc. in computer sciences from the University of Pennsylvania; and an M.B.A. from Harvard Business School.
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Ann-Katrin Petersen

Investment Strategist
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Andreas Utermann

CEO and Global CIO
Andreas Utermann is Chief Executive Officer (CEO) and Global Chief Investment Officer (CIO) of Allianz Global Investors, a global asset manager within Allianz’s asset management division. He is Chair of the Global Executive Committee.

The key to infrastructure equity is hands-on, active management

Armin Sandhoevel | 06/11/2018
The key to infrastructure equity is hands-on active management

Summary

As more energy-infrastructure projects seek financing, institutional investors are playing an increasingly significant role not only as lenders, but as energy suppliers. Partnering with the right active manager – one who has expertise in managing infrastructure projects – is critical to pursuing attractive returns and managing risk.

Key takeaways

  • New global political agreements mean more infrastructure projects are coming online, and institutional investors are increasingly supplying capital in place of governments and banks
  • In the energy infrastructure space, privately negotiated electricity consumption agreements are on the rise, forcing investors to learn how to act as energy suppliers
  • Partnering with the right active manager – one who has the infrastructure expertise to manage the project itself – is critical to pursuing attractive returns and managing risk
Active is: Allianz Global Investors
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