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Quarterly update Multi-Asset November 2022

Quarterly update Multi-Asset November 2022
Gregor Hirt

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

The underestimated implications of energy transition: stranded assets and the coming “warm war”

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The underestimated implications of energy transition: stranded assets and the coming “warm war”

For equity investors, taking sustainability seriously requires a broad perspective – the implications of both climate change, and energy and economic transition, will be more profound that many now realize.

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by Virginie Maisonneuve , Giles Money | 1 day ago

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Embracing Disruption

Shifting World Order – why investors should pay attention

Geopolitical dynamics are shifting and investors should pay attention. Hot conflicts, several global flash points, and intense competition over tech and trade leadership are signaling the end of the world order we have taken for granted since the end of the Cold War.

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Healthcare: how to live better

As life expectancy rises, pressure is mounting on current healthcare services highlighting the need for long-term investment in this sector.

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by Nicole Papassavvas | 18/07/2024

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