Our vision is to make sustainability tangible and target real-world solutions. Learn more in our Sustainability and Stewardship Report 2023.

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.

More extreme weather is making many investors ask how the potential impact on portfolios can be measured and mitigated. In this new series focused on the big questions for investors, risklab has three ideas for future-proofing your portfolio against climate change – without making radical changes.

A major reset in bond yields has improved the outlook for the embattled “60:40” portfolio. But the active management that multi asset strategies can add on top of that baseline will be key to taking advantage of a diverging global economic outlook which will bring greater differences in asset performance.

Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.

Pragmatism is the watchword as we look forward to the topics that may shape sustainable investing in the new year. Here are the five themes to watch.

Our clients can rely on Allianz Global Investors for expertise and solutions that elevate the experience of active investing – every step of the way.