Having broadened and deepened its fixed income capabilities significantly over many years, AllianzGI is now taking the natural next step in the evolution of its fixed income offering by bringing its capabilities into an integrated, global structure.
How can active managers offer greater value to investors?
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It’s more important than ever for asset managers to understand their clients’ needs precisely before offering solutions. Allianz Global Investors is focused on solving our clients’ top problems by being more active, focusing more on non-financial ESG factors and making greater use of performance fees.
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Market indicators point to a more supportive environment for investors who once may have been swayed by the seasonal “sell-in-May” strategy. Here are five ways to potentially benefit from today’s climate of strong fundamentals, healthy earnings growth and accommodative monetary policy.
Despite a hard start, the year is looking up: our research shows that previous sell-in-May periods that followed a weak first quarter were actually largely positive for stocks
We believe a US recession is unlikely in the next 12 months; from an economic and earnings perspective, this could be a peak year
Mid-term election years in the US have historically caused volatility before November, but they also tend to end on a strong note as uncertainty is removed from the marketplace
Five themes to watch: growth stocks could continue outperforming; a shift to value may happen suddenly; small-cap stocks have been making a comeback; high yield looks attractive; alts can help diversification