Investment themes & strategy

Active is:
Asking the big questions

To find out where the markets are headed, it’s important to understand the dominant themes at work today – from ESG investing to artificial intelligence to geopolitical tensions. Our investment experts offer their insights and analysis to help you make more informed decisions.

Investment themes & strategy

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Investment themes & strategy

Low rates are back, so where do you turn in fixed income?

Investors who need income and return potential should consider an active, balanced, global approach. Consider pairing high-quality investment-grade corporates, Treasuries and select securitised assets with infrastructure debt and higher-quality US, European and Asian high-yield bonds.

by Mona Mahajan | 12/05/2019

Investment themes & strategy

Amid low returns from “safe” bonds, look to Asian risk assets

Thanks to positive macroeconomic news, China’s resilient growth and room to cut rates in India and Indonesia, the outlook for Asia-Pacific risk assets is good. Corporate bonds, emerging-market debt and dividend-paying stocks can play a critical role for investors in search of income potential.

by Christiaan Tuntono | 06/05/2019

Investment themes & strategy

Amid low returns from “safe” bonds, look to Asian risk assets

Thanks to positive macroeconomic news, China’s resilient growth and room to cut rates in India and Indonesia, the outlook for Asia-Pacific risk assets is strong. Corporate bonds, emerging-market debt and dividend-paying stocks can play a critical role for investors in search of income potential.

by Christiaan Tuntono | 30/04/2019

Investment themes & strategy

Emerging markets look strong in 2019

Global growth continues to decelerate, but many emerging-market economies are presenting opportunities after a tough 2018. Domestic growth is being pushed higher by accommodative commodity prices, Fed support and easing trade tensions.

by Stephanie Rowton | 29/04/2019

A crowd walks on a street in Varanasi, India

Investment themes & strategy

What’s next for India’s “improbable” democracy?

The world’s second-most populous country has launched the world’s biggest exercise in democracy – and reform is on the agenda. Regardless of the short-term noise from these elections, India’s economy looks strong, particularly if the country can take advantage of opportunities arising from US-China trade tensions.

by Siddharth Johri | 16/04/2019

Investment themes & strategy

Should we fear an inverted yield curve?

All US recessions since 1970 have been predicated by a yield-curve inversion – but despite slowing growth, we don’t expect a recession in the next 12 months. Plus, years of ultra-low rates could make this inversion less significant than others. Investors can still find opportunities to earn income and potential return.

by Mona Mahajan | 29/03/2019

Farmer looking at seedlings with tablet in hand

Investment themes & strategy

No big changes for corn and soybean planting in Brazil

Access to credit, currency depreciation and changes in the government generally have not had a significant impact on corn and soybean farming in Brazil. Going forward, at least half of sources in each instance expect spending on nitrogen, phosphate, potash and farm equipment to remain flat compared to last year.

Investment themes & strategy

Clean water - priceless and cheap at the same time

With rising population and changing lifestyles, drinking water supplies are under increasing pressure. More investment in an increasingly outdated water infrastructure is needed to make more efficient and effective use of this valuable resource.

by Andreas Fruschki | 20/03/2019

Investment themes & strategy

Sales of e-bikes surge in Europe for sports, leisure and even short commutes

While sales of conventional bicycles were mixed in 3Q 2018 year-to-year, sales of e-bikes increased in all countries surveyed, and all expect the e-bike market to grow in the next 12 months – although opinions were mixed as to whether e-bikes are cannibalizing the sales of conventional bicycles or whether they represent a new segment.

Integrated ESG assets at AllianzGI reach EUR 116 billion

Making the case for active asset management

Are European equities overlooked?

ESG – “plus” for sustainability, “plus” for performance?

AllianzGI achieves highest possible score for ESG Strategy & Governance from PRI

Water: an essential and investable asset

Select your location and role

Active is:
Asking the big questions

Low rates are back, so where do you turn in fixed income?

Amid low returns from “safe” bonds, look to Asian risk assets

Amid low returns from “safe” bonds, look to Asian risk assets

Emerging markets look strong in 2019

What’s next for India’s “improbable” democracy?

Should we fear an inverted yield curve?

No big changes for corn and soybean planting in Brazil

Clean water - priceless and cheap at the same time

Sales of e-bikes surge in Europe for sports, leisure and even short commutes

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Select your location and role

Active is:Asking the big questions

Investment themes & strategy

Active is:
Asking the big questions