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Outlook & commentary

Active is: Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Outlook & commentary

          Mid-year outlook: China’s path out of its perfect storm

          China’s long-term growth trajectory has been derailed by several challenges in recent months, but the government response and the country’s economic momentum should help it find a way through these setbacks.

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          Outlook & commentary

          The crisis on our plates: finding potential in failing food systems

          The war in Ukraine has highlighted that the current way of producing and consuming food is unsustainable. As the rising global population places greater demands on our food system, there is an urgent need to build a resilient and inclusive food ecosystem, meeting both planetary and social needs. Opportunities exist for investors across the value chain of global food production and distribution to help mitigate these risks.

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          by Mélissa Bourassi | 24/06/2022

          6175-China equities-Active window.jpg

          Outlook & commentary

          China equities checklist: 8 reasons to stay invested

          China’s zero-Covid approach and regulatory challenges have unsettled markets, but we don’t think they alter the long-term investment case. Renewed government policy support and a commitment to a high-tech, carbon-free economic future should encourage long-term investors to take a fresh look at China.

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          22/06/2022

          Mid-year 2022 outlook

          Outlook & commentary

          Mid-year outlook: cooling or freezing?

          Is it possible to cool inflation without freezing growth? That’s the fine line being walked by central banks as investors look to the rest of the year and beyond. We think the economy will slow down significantly and a US recession is likely. Find out how our Global CIOs think the rest of 2022 will play out across asset classes.

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          20/06/2022

          Outlook & commentary

          Reasons for emerging-markets optimism

          Armed conflict, financial woes and inflation shocks have contributed to a tricky 2022 so far for emerging markets. But a broader, systemic crisis is not anticipated for emerging-market debt, and there might be reasons for optimism about a recovery.

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          by Richard House , Giulia Pellegrini | 08/06/2022
          Succeeding as yourself

          Outlook & commentary

          Diversity comes of age as an investment theme

          The pandemic illustrated the fragility of diversity and inclusion, making it a critical sustainable investment topic. Investors and regulators alike are insisting that companies employ more diverse workforces from the top down. At the same time, investments are emerging that specifically target greater diversity – both within organisations and in wider society.

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          by Guirec Thouement | 07/06/2022

          Aerial view sea port warehouse and container ship or crane ship working for delivery containers shipment.

          Outlook & commentary

          In the fight against inflation, consider these sectors and styles

          During periods of disruptively high inflation, investors may want to rethink their allocations to certain equity sectors and investment styles. For example, the energy and consumer discretionary sectors have historically fared better than consumer staples and utilities during inflationary periods. The value, momentum and quality styles have also done well, on average.

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          by Michael Heldmann | 01/06/2022

          Performance chart on a laptop display

          Outlook & commentary

          Inflation is back and so is momentum investing

          After decades of slow price growth across developed markets, inflation has now reached its highest levels in more than 40 years. Investors worry about how to preserve their wealth and generate real returns in this inflationary environment. One proven option is the exploitation of momentum investing across asset classes.

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          Navigating rates

          Outlook & commentary

          From bridges to broadband: building opportunities in infrastructure debt

          Propelled by governments’ bid to support the economic recovery from Covid-19, booming demand for digital services and the push to a greener economy, infrastructure spending is ramping up. That should create opportunities for institutional investors seeking stable, long-term cash flows.

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          by Claus Fintzen | 25/05/2022

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          Active is: Allianz Global Investors

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