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

Findings

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


612823

Insights

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.

642241

Infographic


  • 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

Investing involves risk. There is no guarantee that actively managed investments will outperform the broader market. Infrastructure-related investments involve sector and concentration risk, particularly greater exposure to adverse economic, regulatory, political, legal and liquidity risk.The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. Past performance is not indicative of future performance. This is a marketing communication. It is for informational purposes only. This document does not constitute investment advice or a recommendation to buy, sell or hold any security and shall not be deemed an offer to sell or a solicitation of an offer to buy any security.

The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.

This material has not been reviewed by any regulatory authorities. In mainland China, it is used only as supporting material to the offshore investment products offered by commercial banks under the Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations. This document is being distributed by the following Allianz Global Investors companies: Allianz Global Investors U.S. LLC, an investment adviser registered with the U.S. Securities and Exchange Commission; Allianz Global Investors Distributors LLC, distributor registered with FINRA, is affiliated with Allianz Global Investors U.S. LLC; Allianz Global Investors GmbH, an investment company in Germany, authorized by the German Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin); Allianz Global Investors (Schweiz) AG, licensed by FINMA (www.finma.ch) for distribution and by OAKBV (Oberaufsichtskommission berufliche Vorsorge) for asset management related to occupational pensions in Switzerland; Allianz Global Investors Asia Pacific Ltd., licensed by the Hong Kong Securities and Futures Commission; Allianz Global Investors Singapore Ltd., regulated by the Monetary Authority of Singapore [Company Registration No. 199907169Z]; Allianz Global Investors Japan Co., Ltd., registered in Japan as a Financial Instruments Business Operator [Registered No. The Director of Kanto Local Finance Bureau (Financial Instruments Business Operator), No. 424, Member of Japan Investment Advisers Association and Investment Trust Association, Japan];and Allianz Global Investors Taiwan Ltd., licensed by Financial Supervisory Commission in Taiwan.

642241

Active is: Allianz Global Investors
Contact
For more information on our products and services
Contact Us