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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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          Insights

          Sustainability in 2023

          Anticipating another eventful year, we have outlined the five sustainability themes that we expect to come to the fore this year.

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          3 days ago

          Insights

          Year of the Rabbit: luckier for investors?

          Last year was challenging for Chinese equities, as the market was buffeted by Covid lockdowns and a struggling property sector. Investors will be hoping the upcoming Year of the Rabbit is more rewarding, as the macro storm clouds clear, business confidence returns, and key sectors look set to continue to benefit from the government’s drive to increase China’s self-sufficiency.

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          Insights

          Liquid capital: how investors should tackle the water crisis

          We expect investors to intensify their focus on the water crisis by screening portfolios for water risks or identifying possible solutions providers.

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          Insights

          The conservation crisis: seven takeaways from COP 15

          With a race against time to save many of the world’s species from extinction, countries around the world agreed a plan at the recent COP 15 meeting to respond to the conservation crisis. But the agreement’s success depends on strong collaboration by all stakeholders, with a focus on aligning financial flows with global biodiversity targets and tackling climate change and biodiversity loss as two parts of the same crisis.

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          04/01/2023

          Insights

          China: Grooming the growth of pet economy

          China’s pet market is growing at a double-digit speed mostly driven by the country's Gen Z that is more prone to purchase high-quality products.

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          15/12/2022

          Achieving Sustainability

          Investing in the energy transition: need to know guide

          What is the energy transition? The energy transition describes the passage from the world’s mainly still fossil fuel-based energy sector to a zero-carbon emission sector.

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          06/12/2022

          Insights

          COP 15 preview: the “Paris moment” for nature?

          We expect biodiversity to be a major theme for investors in 2023, after the recent COP 27 formally acknowledged the link between the climate and biodiversity crises – as underscored by severe weather events this year. We hope that the upcoming COP 15 – a conference dedicated to biodiversity – will agree a global biodiversity framework for the coming decade that will live up to high expectations.

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          by Mélissa Bourassi | 02/12/2022

          Insights

          COP 27 review: progress amidst the setbacks

          Despite high profile ideological strategic setbacks, the closing of COP 27 has brought to the fore many significant positive implementation achievements.

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          by Matt Christensen | 30/11/2022

          Insights

          Quarterly update Multi-Asset November 2022

          Watch our November update on global capital markets with Gregor Hirt, CIO of Multi Asset at Allianz Global Investors. Learn more about Gregor's view on the market developments of recent months, the capital market outlook for the coming months, and how this affects positioning in the multi-asset context.

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          by Gregor Hirt | 30/11/2022

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          Active is: Allianz Global Investors

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