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.
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.
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.
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.
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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