Allianz Global Investors | 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.

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Outlook & commentary

US dollar’s structural weakness could benefit Asian emerging markets

A bearish longer-term outlook for the US dollar could bolster Asian economies as they continue their tentative recovery from the Covid-19 pandemic.

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Outlook & commentary

US elections Q&A: investors can find an advantage in volatility

Financial markets could remain volatile as we head towards US elections in November – particularly with the prospect of a contested result. But this could provide a tactical opportunity for investors to add risk to portfolios, or to further diversify their holdings.

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Outlook & commentary

Four themes that make the European Green Deal an opportunity for investors

The European Green Deal outlines the ambition of the European Commission to transition towards a more sustainable and digital economy; which themes are most likely to benefit from this shift?

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Outlook & commentary

3 policy differences for investors to watch in the US presidential race

President Trump and former Vice President Biden have notably different views about corporate taxes, energy and US-China trade, which may have a substantial impact on markets and portfolios.

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by Mona Mahajan | 11/09/2020

Outlook & commentary

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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Outlook & commentary

3 ideas for investors seeking diversification and growth potential

After months of strong outperformance, US markets may face new challenges, including a resurgent coronavirus and political uncertainty. Our US Investment Strategist has three ideas for investors seeking diversification and growth potential: sustainable investing, private-market debt, and securities in Asia and Europe.

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by Mona Mahajan | 04/08/2020

Outlook & commentary

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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Outlook & commentary

Tackling gender diversity in Japan

Research indicates that a more even gender balance among employees can enhance corporate performance, but only one in nine directors at Japanese companies is female. Our engagement project on gender diversity aims to find out why progress has not been faster, and to encourage the wider adoption of any initiatives to help close the gap.

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Outlook & commentary

Cyber security: handling data with care

Data is sometimes called the “new oil” given its integral role in the functioning of the world’s economy. But how safe is this data? As more business activity and social interaction moves online – particularly in the wake of the coronavirus pandemic – companies’ approach to cyber security is being scrutinised. Through a dedicated engagement programme, we’re helping to influence companies’ policies and best practices in this area.

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People and places

Making the case for active asset management

People and places

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Active is: Discussing the topics that matter

US dollar’s structural weakness could benefit Asian emerging markets

US elections Q&A: investors can find an advantage in volatility

Four themes that make the European Green Deal an opportunity for investors

3 policy differences for investors to watch in the US presidential race

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

3 ideas for investors seeking diversification and growth potential

Two ways credit can add relative value as the cycle turns

Tackling gender diversity in Japan

Cyber security: handling data with care

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