Quarterly update Multi-Asset November 2022

Watch our November update on global capital markets with Gregor Hirt, CIO of Multi Asset at Allianz Global Investors. Learn more about Gregor's view on the market developments of recent months, the capital market outlook for the coming months, and how this affects positioning in the multi-asset context.

Recent insights

The past year has been challenging for the technology sector – but what will 2023 bring? Even as fears of a global slowdown depress sentiment, we think opportunities will emerge, particularly for long-term investors focusing on tech-led themes such as artificial intelligence (AI), the metaverse and cybersecurity that are growing increasingly pervasive and transformative.

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Anticipating another eventful year, we have outlined the five sustainability themes that we expect to come to the fore this year.

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Last year was challenging for Chinese equities, as the market was buffeted by Covid lockdowns and a struggling property sector. Investors will be hoping the upcoming Year of the Rabbit is more rewarding, as the macro storm clouds clear, business confidence returns, and key sectors look set to continue to benefit from the government’s drive to increase China’s self-sufficiency.

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