Consent for the Use of Cookies

By actively continuing the use of this website you consent to the use of cookies for the purposes of market or opinion research, analysis and advertising. For further information regarding the use of cookies, their purposes and possibly related collection, processing and use of personal data please refer to our Cookie Policy.

See our cookie policy
Careers Contact Us
Search
Menu
Some of our top experts discussing their outlook at a roundtable session

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

Filters
    Please Select Topics
    • US
    • Fiscal & Monetary Policy
    • Economic & Market Outlook
    • Europe
    • Geopolitical
    • Fixed Income
    • Risk
    • UK
    • Equity
    • Active Investing
    • Alternatives
    • Disruption
    Please Select Author
    • Mona Mahajan
    • Franck Dixmier
    • Stephanie Rowton
    • Giorgio Carlino
    • Joerg de Vries-Hippen
    • Karl Happe
    • Mike Riddell
    • Clear All
    Filter by Search:
      Please Select Topics:
        Please Select Author:
          Facing growing geopolitical risks, Fed will likely cut rates

          Outlook & commentary

          Facing growing geopolitical risks, Fed will likely cut rates

          While domestic growth appears robust, international risks are rising – including worsening US-China trade tensions and the growing risk of a hard Brexit. As such, we think the Fed won’t take any chances and expect the central bank to announce a 25bp rate cut at its next meeting.

          Read More

          by Franck Dixmier | 11/09/2019

          Two men looking at a laptop in a coffee shop

          Outlook & commentary

          The ECB is getting its tools ready

          In recent months, the ECB made it clear that it will use all necessary measures to preserve growth and increase inflation in the euro zone. Since then, the political and macroeconomic environment has deteriorated, so we expect the ECB to announce new monetary-stimulus measures at its next meeting.

          Read More

          by Franck Dixmier | 06/09/2019

          Outlook & commentary

          A major about-turn for the Fed

          In the face of slowing global economic growth, continued trade tensions and the prospect of a “hard Brexit”, the FOMC seems set to announce a reduction in interest rates at its next meeting. We expect a 50-basis-point cut that will start a new rate-cut cycle, and we think the markets should react favourably.

          Read More

          by Franck Dixmier | 25/07/2019

          Woman with UK and EU Flags

          Outlook & commentary

          UK: still no reason for optimism?

          “Under-owned, cheap and unloved” – those words sum up how many investors view the UK today. Some see a fresh start in the arrival of a new prime minister eager to change the narrative. But it’s difficult at this stage to look beyond Brexit to make a convincing short-term investment case for UK assets, despite a number of enduring positive fundamentals.

          Read More

          25/07/2019

          Will Fed easing support risk assets?

          Outlook & commentary

          Will Fed easing support risk assets?

          An insurance easing cycle looks likely in the second half of 2019. This has historically meant positive returns for equities, but we still favour a defensive position across risk markets.

          Read More

          by Mona Mahajan | 12/07/2019

          At the mid-year point, dark clouds are forming in the US

          Outlook & commentary

          At the mid-year point, dark clouds are forming in the US

          As a companion piece to Neil Dwane’s global mid-year outlook, Mona Mahajan turns a spotlight on the US, where trade tensions and politics are weighing on markets. Given the increased uncertainty about the second half of the year, investors should stay active, defensive and diversified.

          Read More

          by Mona Mahajan | 18/06/2019

          Franck Dixmier

          Outlook & commentary

          The ECB is ready to take action

          The ECB’s next meeting on 25 July is of major importance, and markets should welcome confirmation of its new forward guidance. We expect the central bank to reaffirm that it has the will to support growth and manage inflation, and the tools needed to take action.

          Read More

          by Franck Dixmier | 17/06/2019

          Franck Dixmier

          Outlook & commentary

          Balancing exercise mandatory for the Fed

          Markets are keenly awaiting the next monetary policy meeting of the US Federal Reserve, which will take place on 18 and 19 June.

          Read More

          by Franck Dixmier | 17/06/2019

          European diplomats discussing

          Outlook & commentary

          EMU reform must go further to be effective

          A stronger monetary union is essential to guard Europe against future financial crises, but to achieve it, countries will have to work much closer together.

          Read More

          by Stephanie Rowton | 12/06/2019

          Load More

          Active is: Allianz Global Investors

          Value. Shared.