Investment Themes & Strategy

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Investment Themes & Strategy
After staying stuck in a narrow band for much of 2018, 10-year Treasury yields have only recently stayed above the 3.05% barrier for a prolonged time. This could be the beginning of a sell-off in Treasuries that pushes yields higher, though other factors are putting downward pressure on yields as well.
Mona Mahajan | 09/10/2018
Investment Themes & Strategy
Economic inequality has been steadily rising thanks to the rise of automation, declining unionisation and the growth of the financial sector. But loose monetary policy also plays a role. For decades, easy money has significantly increased wealth and income inequality on a structural level, fundamental changing how the global economy operates.
Stefan Hofrichter | 28/09/2018
Investment Themes & Strategy
Firm believers in active asset management do not always have it easy in the public debate. Yet they have also had it tougher. This is because, in the long-standing controversy about active versus passive fund management, the debate is gradually becoming objective – and thankfully so. Each of these approaches has its raison d‘être; neither is the only true path. Nonetheless, there are good reasons for asset managers to adopt a clear position. We have done so and remain committed: Allianz Global Investors (AllianzGI) is an active manager. We refer to four globally observable trends in the industry to illustrate this.
Tobias C. Pross | 25/09/2018
Investment Themes & Strategy
Andreas Utermann, CEO and Global CIO, Allianz Global Investors, talks to Kerstin Keller, Head of Institutional Marketing and Editor-in- Chief Update Magazine, about the new brand positioning “Active is”.
Andreas Utermann | 25/09/2018
Investment Themes & Strategy
A new Grassroots® Research study shows that continued high US prices for petrol might have a cascading effect on other parts of the economy. The hardest-hit areas could include consumer discretionary spending – including food and restaurants, entertainment and travel – as well as retail auto parts.
Phil Simon | 11/09/2018
Investment Themes & Strategy
The Federal Reserve is continuing to normalise US monetary policy even as the central bank deflects shoves from policy changes, debt and illiquidity. It could be time for a cautious, active approach that emphasises liquidity and extensive diversification across uncorrelated asset classes.
Steven Malin | 04/09/2018
Active is: Allianz Global Investors
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