Allianz Global Investors | 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

Filters

Search Insights

Outlook & commentary

With equities looking expensive, where should investors turn?

US stocks are highly valued, and our 10-step checklist suggests they’re close to bubble territory. Non-US equities offer better value, but we still don’t think investors should drastically pare back their US holdings at this time.

Discover more

Allianz Global Investors – Investable themes - China, sustainability, interest rates

Outlook & commentary

A roadmap for the years ahead: Introducing our investable themes

To help investors navigate today’s drastically different world, we’ve identified three overarching themes: a resurgent China, persistently low yields, and the drive to live and invest more sustainably. We’re using our expertise and insights to explain why these themes represent some of the biggest opportunities and risks for portfolios – and what investors can do.

Discover more

Outlook & commentary

Asian high-yield bonds look increasingly attractive

In the world of fixed income, Asia can offer more income potential and relative value than many other regions. This should be particularly helpful to investors today, given historically low interest rates and concerns over high valuations.

Discover more

Outlook & commentary

China reaches for the STAR market

China’s nascent STAR market provides a platform for the technology and science firms that increasingly underpin the country’s growth story.

Discover more

Outlook & commentary

Expect US market momentum to continue – but watch for inflation

Investors can start the year with a positive outlook for the markets thanks to three drivers: higher spending from the new Biden administration, wider uptake of vaccines and continued Fed support. Consider layering in exposure to value and cyclical stocks, small cap and international assets – but keep an eye on rising inflation.

Discover more

Outlook & commentary

Brexit done, Covid continues: what’s next for the UK?

The UK market has been deeply out of favour for some time now. The agreement of a UK-EU trade deal marks an essential step towards making the UK “investable” again but several other factors – not least the ongoing Covid-19 pandemic – will continue to weigh on sentiment.

Discover more

Outlook & commentary

How a new trading bloc signals a gravitational shift eastward

The recently announced Regional Comprehensive Economic Partnership will likely enhance China’s continued growth story – and will help boost global GDP.

Discover more

Outlook & commentary

2021 outlook: portfolios need a broader mix as the pandemic prolongs the uncertainty

While investors can approach 2021 with optimism that an effective Covid-19 vaccine will be available, the path of the economic recovery remains unclear. A broader toolkit of investments is needed – not just the regions, sectors and strategies that have recently done well.

Discover more