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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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          Inflation cheat sheet: Key facts, figures and definitions

          Outlook & commentary

          Inflation cheat sheet: How to invest when inflation is high

          Quick answers to some of the most common inflation questions, including how investors can fight inflation.

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          17/01/2022

          Child holding a plastic bottle against the sunlight - Unwrapping the potential of sustainable packaging

          Outlook & commentary

          Unwrapping the potential of sustainable packaging

          Plastics – and especially plastic packaging – play an essential role in the global economy, as they prevent products from being spoiled, and significantly extend the shelf-life of food. Additionally, the comparatively low weight of plastic packaging contributes to energy and fuel savings, and to reducing greenhouse gas emissions from freight transport. However, the advantages of plastics have to be set against a number of drawbacks, particularly for the environment. The absence of a circular plastic economy, and the leakage of millions of tonnes of plastic material, not only contribute in large part to marine pollution, but also trigger immense economic costs, and billions of USD in negative externalities. Fostering the further development of sustainable packaging therefore not only helps to limit the volume of plastic waste, but also offers attractive opportunities to participate in a market that is predicted to show a double-digit percentage growth rate within the next five years.

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          by Kofi Kodua | 04/01/2022

          The sun shining through the trees between the houses

          Outlook & commentary

          Carbon offsets: debate to define role in net zero

          Carbon offsets sparked fierce debate between policymakers and campaigners during COP26. Such discussion is vital to help fix some of the perceived flaws in a tool that will have a role to play in the net-zero drive.

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          by Julien Girault | 06/12/2021

          Addressing executive pay in the US technology sector

          Outlook & commentary

          Addressing executive pay in the US technology sector

          Listed US technology companies often continue to be run by their founders, who also retain large or majority shareholdings. This situation can lead to questions over their compensation policies. Regardless of the type of ownership, concerns are exacerbated when boards fail to read the expectations of shareholders, evidenced by poor outcomes at shareholder meetings, and this requires active investors to engage directly with the board.

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          by David Shammai | 25/11/2021

          2022 outlook

          Outlook & commentary

          2022 outlook

          Be proactive and prepare for volatility in 2022 – and align with the long-term trends that could offer opportunities for investors.

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          16/11/2021

          The water scarcity challenge and the cost of inaction

          Outlook & commentary

          The water scarcity challenge and the cost of inaction

          Physical and economic water scarcity have both drastic societal and economic effects. An increasing (urban) population with a growing demand for food, climate change causing more extreme weather and an aging infrastructure are the main drivers for water scarcity and water stress. Water scarcity is a significant barrier to economic growth, not only in already water-scarce regions

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          by Alexandra Russo | 16/11/2021

          Outlook & commentary

          How genomic sequencing scales up health innovation

          Since in 2003, the Human Genome Project (HGP) succeeded in sequencing and mapping the genome of homo sapiens, genomic sequencing has taken significant steps ushering in a new era of precision medicine and cost-effective personalized therapies. Find out how increasing application areas of genomic sequencing and declining costs per genome can offer opportunities to participate in the growth prospects of precision medicine and health innovation.

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          by Kofi Kodua | 15/11/2021

          Outlook & commentary

          Two bond market ideas to help guard against rising inflation

          After many years of falling inflation, the second half of 2021 could be remembered as the time when prices started to rise again. How should bond market investors respond? Here are two more ideas.

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          04/11/2021

          Tiny car with money

          Outlook & commentary

          How investors can guard against lasting inflation

          How can investors reposition their portfolios in the face of a persistent rise in consumer price inflation? In part two of a two-part paper, we share the results of our proprietary analysis into the asset classes that may provide an optimal inflation hedge.

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          by Stefan Hofrichter, CFA , Martin Hochstein | 04/11/2021
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          Active is: Allianz Global Investors

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