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.

Outlook & commentary

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Deborah Zurkow
Franck Dixmier
Jörg De Vries-Hippen
Karl Happe
Martin Hochstein
Mike Riddell
Mona Mahajan
Neil Dwane
Stefan Hofrichter
Stephanie Rowton

Outlook & commentary

Bond investors should expect continued low yields and low returns

When fears of the new coronavirus seized hold of markets in early March, already low government-bond yields fell to record levels amid a historic “flight to quality”. Given the impending global recession, government bonds will likely continue to be attractive for now – although their yields will be low and liquidity concerns will make them volatile. But over the long term, we favour spread products such as investment-grade and high-yield corporate bonds.

by Stefan Hofrichter | 01/04/2020

Outlook & commentary

Proxy voting record highlights AllianzGI’s commitment to being an active, engaged investor

Allianz Global Investors has today published analysis of how it voted on nearly 100,000 shareholder and management proposals in 2019.

Outlook & commentary

20 years into the 21st century, here’s what investors need to know

In the last two decades, the global economy experienced major transformations. Here are some of the top stories from the start of the 21st century – and what investors can learn from them.

Outlook & commentary

What US-Iran tensions mean for investors

The financial markets are signalling that the situation in the Middle East won’t get out of hand, but US-Iran friction could continue for some time. The defence industry and oil and gas-related sectors could remain well-supported, but overall we believe investors should be cautious yet patient. Look to higher-quality stocks with lower correlations to the broader market and “hunt for income” if headline volatility is a risk you wish to avoid.

Outlook & commentary

Conservative majority brings some certainty to the UK – for now

Victory for Prime Minister Boris Johnson’s Conservative party in the UK general election is likely to be welcomed by markets and potentially boosts prospects for the UK economy. It doesn’t, however, end the Brexit uncertainty overnight – and the UK continues to be vulnerable to a late-cycle global environment.