Outlook & Commentary

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Outlook & Commentary
It’s more important than ever for asset managers to understand their clients’ needs precisely before offering solutions. Allianz Global Investors is focused on solving our clients’ top problems by being more active, focusing more on non-financial ESG factors and making greater use of performance fees.
27/04/2018
Outlook & Commentary
Productivity is the key driver of global economic growth, but it has stayed puzzlingly low despite a string of high-tech innovations. Ageing societies are making matters worse. If the world doesn’t fix the productivity challenge, we may be sentenced to a lower-growth environment for years to come.
27/04/2018
Outlook & Commentary
The latest US economic data appear to support the Fed’s strategy and match the market’s expectations: no rate rises after the FOMC’s May meeting, but three or four hikes by the end of the year. Longer term, however, the market’s expectations don’t match what the Fed is likely to do, which could create turbulence.
Franck Dixmier | 25/04/2018
Outlook & Commentary
Even though the ECB’s monetary policy has been very accommodative, its plans for dialling it back have been quite conservative. We don’t expect this will change at the central bank’s next meeting. QE will eventually end and short-term rates will eventually rise – but not yet.
Franck Dixmier | 23/04/2018
Outlook & Commentary
The risk of volatility spikes and liquidity shortages is rising, and it could get worse with new “quantitative tightening” policies from central banks. Politicians and regulators may eventually step in, but investors should take steps now to help guard against the possible loss of liquidity.
Steven Malin | 05/04/2018
Outlook & Commentary
Having already factored in an anticipated 25-basis-point rate hike, the markets are now eagerly awaiting the Fed’s forward guidance from its March meeting. Continued strength in the US economy could prompt shifts in the FOMC’s tone and “dot plots” – and foreshadow more rate rises on the horizon.
Franck Dixmier | 15/03/2018
Outlook & Commentary
Hoping to regain some footing following a turbulent start to the year, markets could benefit from what appears will be a bright earnings season. We are looking to technology and financials, in particular, to set the tone for the broader markets.
Mona Mahajan | 15/03/2018
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