Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, announced today that it has further built out its US Fixed Income team with the addition of 10 new team members.
With rising population and changing lifestyles, drinking water supplies are under increasing pressure. More investment in an increasingly outdated water infrastructure is needed to make more efficient and effective use of this valuable resource.
In a Q&A with Neil Dwane, Christiaan Tuntono says China will likely agree to reduce the trade deficit and even support IP protections, but not roll back “Made in China 2025”. Mona Mahajan thinks a comprehensive deal like this would help US and Chinese stocks, but much of the upside has already been priced in.
Adaptation by investors to vehicles of change could well determine success or failure in pursuit of financial goals. The future is not there to be rediscovered; it is there to unfold uniquely and, more importantly, anew.
In a late-cycle economy like this one, asset-class returns tend to be modest, suggesting a difficult environment for passive portfolios that merely track an index. Moreover, as central-bank stimulus is withdrawn, passive investors could be further hurt by rising volatility and falling correlations. It all adds up to an environment that could provide attractive opportunities for active investors.
Disruptive forces and technologies are delivering efficiency, transparency and value by reinventing established models. Asset management is no exception, and the industry’s future success will be shaped by how it embraces and applies disruptive thinking – to place the client at the center of the business.
However investors view the problem of climate change – perhaps as a threat to carbon-intensive industries or as an opportunity to contribute to the greater good – ignoring its effects on portfolios increasingly seems like a short-sighted option. Fortunately, there are many ways investors can incorporate this urgent issue into their strategies.
How do institutional investors view active asset management? How do they rate their managers’ ability to address their changing needs? Those were among the questions we set out to explore when we commissioned Oxford Economics to survey 490 institutional investors globally in November and December 2018.
Much like last year's underdog, the stock markets faced some obstacles going into 2019—plenty that would give them reason to extend their end-of-2018 slide. But also like the Cinderella team, stock markets overcame adversity and rallied last month, continuing to build on their impressive gains since the start of the year.
All US recessions since 1970 have been predicated by a yield-curve inversion – but despite slowing growth, we don’t expect a recession in the next 12 months. Plus, years of ultra-low rates could make this inversion less significant than others. Investors can still find opportunities to earn income and potential return.
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.