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

Do higher wages for workers mean lower returns for investors?

Changes to the nature of workforces in the developed world have seen the proportion of Gross Domestic Product (GDP) accounted for by wages fall for several decades, boosting investment returns. However, these trends could be set to reverse, with negative consequences for investors in the years to come.

by Karl Happe | 5 days ago

Chinese salesman and customer inspect a new car

Investment themes & strategy

Consumers in China drive domestic-brand car sales to the detriment of JVs

Sales of domestic-brand sedans and SUVs rose in 3Q 2018 year-to-year, while those of joint-venture (JV) premium brands fell by the same percentage. Domestic-brand dealers generally reported flat levels of discounts/promotions vs. last year, while JV premium–brand dealers cited higher levels of discounts/promotions.

Investment themes & strategy

Adjusting to a lower-for-longer rate environment

A low-growth, low-interest rate environment is firmly established globally, and a combination of external forces look set to inhibit any improvement for years to come. This makes investors’ hunt for income more complicated than ever.

by Franck Dixmier | 01/07/2019

Investment themes & strategy

How do ESG factors impact portfolio performance?

Our ESG team examines systematic evidence demonstrating that actively managing ESG tail risks may help to deliver sustainable investment performance over a market cycle.

by Steffen Hörter | 26/06/2019

Investment themes & strategy

Demand for business jet travel could encounter economic headwinds

Two-thirds of sources experienced an increase in business jet operations in the past six months due to seasonal demand, a strong economy, and increasing interest in charter vs. commercial travel.

Investment themes & strategy

“We don’t need new rules for Green Investing”

In an interview with the German newspaper Börsen-Zeitung, Andreas Utermann makes the case that an EU action plan has to establish a framework for attractive investment projects, while acknowledging that Green Bond and Social Bond Principles are internationally accepted norms.

by Andreas Utermann | 18/06/2019

Investment themes & strategy

UK consumers continue to travel abroad

International vacation booking volumes for the 2019 summer season vs. the same time last year were flat for slightly more than half of sources and up for slightly less than half. Consumers’ main criteria for deciding on a vacation include price as much as the destination itself.

Politics joins technology as a major disruptive force

Investment themes & strategy

The opportunities within disruption

The world is changing rapidly as disruption impacts every sector. We believe an active management approach is essential to make the most of the opportunities, while managing the threats inherent in this technological and social shift.

Investment themes & strategy

Four compelling reasons to consider Asian bonds

Higher yield potential and added diversification aren’t the only qualities attracting fixed-income investors to Asia. The region’s bond markets are large and growing, and reform-minded governments are providing the necessary policy support to maintain growth.

by David Tan | 10/06/2019

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

Do higher wages for workers mean lower returns for investors?

Consumers in China drive domestic-brand car sales to the detriment of JVs

Adjusting to a lower-for-longer rate environment

How do ESG factors impact portfolio performance?

Demand for business jet travel could encounter economic headwinds

“We don’t need new rules for Green Investing”

UK consumers continue to travel abroad

The opportunities within disruption

Four compelling reasons to consider Asian bonds

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Select your location and role

Active is:Asking the big questions

Investment themes & strategy

Active is:
Asking the big questions