Investment Forum

Key Investment Forum topics: disruption, inequality and Brexit

Twice a year, our top professionals gather at our Investment Forum to form a global economic outlook that sharpens our long-term thinking and helps our clients make smarter investment decisions. Here's a look at our most recent Forum in London.

September 2018

Neil Dwane

“With returns likely to be muted over the next 5-10 years, an active, engaged approach to investing can help generate value and minimise risks to portfolios.”

Neil Dwane Global Strategist

Findings from our London Investment Forum

The global economy is still doing fairly well, but politics and trade will drive markets in increasingly unexpected ways.

  • Uncertainty and volatility are hallmarks of the global economic outlook; this is an opportunity for active managers to pick out the winners from the losers
  • Brexit and President Trump's trade policies are adding to a climate of uncertainty, though the winners will become apparent in the longer term
  • Inequality is a genuine threat to economic and social stability, but there are many options open to companies willing to redress imbalances
  • Disruption through cyberattacks can damage returns, but engaging with companies can help assess their ability to handle cyber risks

For more on the Forum's findings, take a look at Neil Dwane's in-depth analysis:

READ MORE


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Insights from our experts

Explore the investment themes that matter most to today’s investors. Hear from Andreas Utermann, Neil Dwane, Mona Mahajan and other AllianzGI investment professionals on timely topics like Brexit, trade, disruption and more.

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  • The Fed is Raising Rates
  • Asia: Biggest Economic Story of the 21st Century
  • Politics are Changing the Global Outlook for Trade
  • Ageing Populations are a Global Challenge
  • Disruptive Companies continue to Reshape the Landscape
  • Manage Risks on the Hunt for Income

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