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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

          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 | 20 hours ago

          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 | 3 days ago

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          Insights

          Food security and the disruptive power of regenerative agriculture

          The traditional approach to increasing yields in agriculture relies on seeking incremental gains via refining existing processes and making more efficient use of capital; for instance, by way of improving fertilizers and pest control, or using bigger and better machinery.

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          Insights

          2023 Outlook: ready for reset

          The shift we are seeing in markets feels momentous. But after an extended period of ultra-low interest rates and well-behaved inflation, does it simply represent a return to “normal” financial conditions – where money has a cost again and equities may not be the only option? As markets adjust and begin to stabilise, we think opportunities will emerge in 2023. Our experts explain more.

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          16/11/2022

          Insights

          Navigating sustainable bond opportunities

          Sustainable debt instruments are one of the most direct routes to finance sustainable development. The market for such bonds is gaining significant momentum. Investors now have greater opportunities to align their values with investing in fixed income, where previously equities have led the way. With a burgeoning range of sustainable debt labels, understanding these different types of products is key to making the right investment decisions.

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          by Adrien Vannier , Dennis Baas , Jonathan Ho | 15/11/2022

          Insights

          Pet economy’s resilience to inflationary pressure

          Although inflation has driven up prices for pet products, demand for pet-related products and services and related revenues continue to grow. What are some of the reasons for the pet economy’s inelasticity, and what underlying trends drive the growth – even in a highly inflationary environment?

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          15/11/2022

          Insights

          Access to healthcare – more important than ever

          We are now in the 3rd year of the COVID-19 pandemic and are approaching a time of the year when health services will again face significant pressure. This coincides with a cost of living crisis and looming recession, where hard choices are being forced upon consumers, some of which could add to these pressures. Solutions are needed to address the rising complexity and costs of healthcare, deriving from an ageing population and higher incidence of multimorbidity. This topic is evolving quickly and the implications for modern society and the economy may be far reaching – we explore ways investors could direct capital to products, services and solutions in the healthcare sector.

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          by Nicole Papassavvas | 14/11/2022

          Stewardship Principles

          Shaping US practice through shareholder resolutions

          Record numbers of shareholder resolutions in 2022 have once again demonstrated their important role in the shaping of sustainability and governance practices in the US. Allianz Global Investors recognises its role in the development by having a strong – and regularly evolving – voting policy aligned with themes it deems important.

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          by David Shammai | 14/11/2022

          Insights

          Regaining potential value in high-income

          High-income bonds could be a beneficiary of an eventual steadying in inflation and core rates. In the third of four articles exploring ways that investors can reset bond allocations, we look ahead to potential opportunities that could emerge within high-yield corporates and emerging market debt.

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          by Franck Dixmier , Georgios Georgiou | 14/11/2022
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