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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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          Why it pays to stay agile in an age of low interest rates

          Outlook & commentary

          Why it pays to stay agile in an age of low interest rates

          With low rates to the left of them, inflation concerns to the right, investors may feel stuck in the middle as they seek to protect and enhance their savings. How should they rethink portfolios to keep pace?

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          by Franck Dixmier , Ingo R. Mainert | 3 days ago
          Land-based Aquaculture: The Answer to Fish- Farming’s Existential Crisis?

          Outlook & commentary

          Land-based Aquaculture: The Answer to Fish- Farming’s Existential Crisis?

          Rising demand for healthy, high-end protein is fuelling a surge in fish consumption. While farmed fish can meet this demand and one day potentially offset the need to catch wild fish from the oceans, salmon farming, still has a number of major sustainability challenges like parasites and organic waste that threaten entire ecosystems. Find out how land-based aquaculture can present an opportunity to meet rising demand, and resolve environmental problems.

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          6 days ago

          Mid-year 2021 outlook

          Outlook & commentary

          2021 mid-year outlook

          The economic outlook is positive at the mid-year point, thanks in large part to the significant economic stimulus packages over the past year, but all this growth may come at a price.

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          23/06/2021

          Preparing for the reference rate change

          Outlook & commentary

          Preparing for the reference rate change

          After the Financial Crisis, InterBank Offered Rates (IBORs) have been declared unreliable by Regulators and new Alternative Reference Rates transactions-based have been developed to substitute these indices. Consequently, most of the IBORs will cease to be published from December 2021. As IBORs are used in a broad range of financial products and contracts, market participants need to be prepared and work on a plan to move away from them.

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          22/06/2021

          Skyscrapers and the sky

          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.

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          by Stefan Hofrichter, CFA | 20/05/2021

          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.

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          29/04/2021

          Asian high-yield bonds look increasingly attractive

          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.

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          by Georgios Georgiou , Mark Tay | 18/03/2021
          Old building in China

          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.

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          by Christian McCormick , Shannon Zheng | 19/01/2021
          Expect US market momentum to continue – but watch for inflation

          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.

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          13/01/2021

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