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How Innovation Creates Opportunities Late in the Cycle

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.

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          Interpreting China

          China Outlook – Navigating structural change

          A great deal of recent coverage of China has been on its slower than expected economic recovery and the risk of deflation.

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          Why “Made in China” will be the new “Made in Germany”

          The meaning of “Made in China” will come to mean leadership in terms of quality and innovation.

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          by Nan Liu , Marco Yau , Alex Jiang | 11/08/2023

          How understanding China’s “new formula” is critical to investors

          How understanding China’s “new formula” is critical to investors. The complementarity aspects of three recent Chinese initiatives are instrumental in understanding how China’s role in the world is changing.

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          by Virginie Maisonneuve | 15/06/2023

          How climate risk integration is disrupting the Chinese investment landscape

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          Year of the Rabbit: luckier for investors?

          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.

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          China: Grooming the growth of pet economy

          China’s pet market is growing at a double-digit speed mostly driven by the country's Gen Z that is more prone to purchase high-quality products.

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          15/12/2022

          Winds of change favour China’s advanced tech companies

          China has a long history at the forefront of innovation, and government policy is ensuring it continues that tradition to drive the next stage of the country’s ongoing economic growth story.

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          by Marco Yau , Alex Jiang , Jason Hsu | 26/09/2022

          How China can achieve its ambitious decarbonisation plan

          China’s pledge to achieve net-zero by 2060 appears ambitious, but it is central to the country’s broader strategic interests and the pathway to realising its goal could provide new opportunities for investors.

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          China poised to bounce back

          Allianz Global Investors’ 2022 Asia Conference explored how China’s commitment to pro-growth policies and the economy’s continuing dynamism were helping reinvigorate the country’s long-term investment prospects after a challenging period.

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          12/07/2022

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