Capital Markets & Economics
Around the world, lockdowns and quarantines are slowly lifting, but consumers and business activity remain fragile. We believe investors should play both offense and defense during this new “reopening” phase. On offense, the tech sector will likely remain a leader, but select high-yield and convertible bonds and cyclical sectors (parts of energy and financials) could also outperform. On defense, consider consumer staples and healthcare, which are well-positioned for a post-coronavirus world.
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Our monthly US Recession Monitor estimates the odds of a near-term recession and provides a detailed analysis of the current economic backdrop and market trends.
Capital Markets & Economics
The coronavirus pandemic has disrupted the global economy, creating significant turmoil and uncertainty in markets. Many companies have withdrawn their guidance, unable to quantify the economic impact the coronavirus has caused amid closed stores and borders, travel restrictions, stay at home mandates, supply chain disruptions and demand destruction.
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Allianz 1890-1998

125 years after its foundation, our Parent company Allianz SE is one of the world's strongest financial communities with 82 million clients in 70 countries. The Group - including Allianz Global Investors - is one of the key global players in asset management.


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