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Outlook & commentary

Active is: Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Asian high-yield bonds look increasingly attractive

          Outlook & commentary

          Asian high-yield bonds look increasingly attractive

          In the world of fixed income, Asia can offer more income potential and relative value than many other regions. This should be particularly helpful to investors today, given historically low interest rates and concerns over high valuations.

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          by Georgios Georgiou , Mark Tay | 18/03/2021
          Old building in China

          Outlook & commentary

          China reaches for the STAR market

          China’s nascent STAR market provides a platform for the technology and science firms that increasingly underpin the country’s growth story.

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          by Christian McCormick , Shannon Zheng | 19/01/2021
          Expect US market momentum to continue – but watch for inflation

          Outlook & commentary

          Expect US market momentum to continue – but watch for inflation

          Investors can start the year with a positive outlook for the markets thanks to three drivers: higher spending from the new Biden administration, wider uptake of vaccines and continued Fed support. Consider layering in exposure to value and cyclical stocks, small cap and international assets – but keep an eye on rising inflation.

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          by Mona Mahajan | 13/01/2021

          Big Ben

          Outlook & commentary

          Brexit done, Covid continues: what’s next for the UK?

          The UK market has been deeply out of favour for some time now. The agreement of a UK-EU trade deal marks an essential step towards making the UK “investable” again but several other factors – not least the ongoing Covid-19 pandemic – will continue to weigh on sentiment.

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          12/01/2021

          How a new trading bloc signals a gravitational shift eastward

          Outlook & commentary

          How a new trading bloc signals a gravitational shift eastward

          The recently announced Regional Comprehensive Economic Partnership will likely enhance China’s continued growth story – and will help boost global GDP.

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          by Stefan Scheurer | 15/12/2020

          Allianz Global Investors: Outlook 2021

          Outlook & commentary

          2021 outlook: portfolios need a broader mix as the pandemic prolongs the uncertainty

          While investors can approach 2021 with optimism that an effective Covid-19 vaccine will be available, the path of the economic recovery remains unclear. A broader toolkit of investments is needed – not just the regions, sectors and strategies that have recently done well.

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          02/12/2020

          US election: commentary and implications

          Outlook & commentary

          US election: commentary and implications

          US strategist Mona Mahajan speaks about the potential opportunities in sustainable investing from a Biden presidency.

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          by Mona Mahajan | 12/11/2020

          A Biden victory and split Congress may be welcomed by markets

          Outlook & commentary

          A Biden victory and split Congress may be welcomed by markets

          With President-elect Joe Biden facing a split Congress, investors could welcome the resulting “Biden-lite” agenda, which may include portions of his spending plans – such as fiscal stimulus and infrastructure investment – but little in the way of tax increases.

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          by Mona Mahajan | 10/11/2020

          US elections: race is far tighter than expected – again

          Outlook & commentary

          US elections: race is far tighter than expected – again

          While the results are not yet final, the 2020 US presidential race is much closer than the polls and betting markets predicted. Investors should expect some flight-to-safety response in areas like US Treasury bonds and the dollar, and technology may perform well if President Trump secures victory again.

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          04/11/2020

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