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Quarterly update Multi-Asset November 2022

Quarterly update Multi-Asset November 2022
Gregor Hirt
30/11/2022

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.

Recent insights

Layers of contemporary financial skyscrapers in Central Business District, Hong Kong

Navigating Rates

Fixed Income Forward: April 2024

Markets are now pricing in only one or two 25bp cuts from the Fed in 2024, down from six or seven back in January, while a June rate cut from the ECB is also not guaranteed.

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by Franck Dixmier , Georgios Georgiou | 2 days ago
Ten Reasons to invest in Indian Equities

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Ten Reasons to invest in Indian Equities

India’s economic growth over the past decade has been impressive. In 2023, India contributed 17.6% to global GDP growth.

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by Anand Gupta , Sarah Lien | 16/04/2024
Chart

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Israel-Iran: what next?

Iran’s direct action on Israel over the weekend has led to fears of further escalation. But in the absence of a full-blown crisis in the region – which is not our base case – we think the impact on financial markets will be contained.

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by Gregor Hirt | 15/04/2024

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