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.
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.
Investors who need income and return potential should consider an active, balanced, global approach. Consider pairing high-quality investment-grade corporates, Treasuries and select securitised assets with infrastructure debt and higher-quality US, European and Asian high-yield bonds.
Investment income provides many benefits – including guarding against inflation – but today’s “safe” bonds may offer ultra-low returns. We suggest investors hunt for income among “riskier” income generators like corporate bonds, emerging-market debt and dividend-paying stocks.
Global growth continues to decelerate, but many emerging-market economies are presenting opportunities after a tough 2018. Domestic growth is being pushed higher by accommodative commodity prices, Fed support and easing trade tensions.
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 More investment in an increasingly outdated water infrastructure is needed to make more efficient and effective use of this valuable resource.
The current yield curve may be beneficial to short duration strategies
Jim Dudnick, Portfolio Manager of Short Duration High Income discusses the current credit markets and what investors should know about credit, interest rate and liquidity risk when considering an investment.Watch videoLearn more
Active is: Keeping trends at the forefront of investing
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.
Thematic investing is gaining popularity as investors look to invest in a way that aligns with their interests and values. Without typically being restricted to a certain sector, region, market cap size or any benchmark, these strategies offer an attractive opportunity for active asset managers to show what they can deliver.
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.
With the US economy slowing and inflation low, we expect the Fed to confirm a pause in its monetary policy normalisation. Given the controlled slowdown in the US economy and equity-market momentum, we believe the Fed has found the perfect balance.
Thanks to positive macroeconomic news, China’s resilient growth and room to cut rates in India and Indonesia, the outlook for Asia-Pacific risk assets is good. Corporate bonds, emerging-market debt and dividend-paying stocks can play a critical role for investors in search of income potential.
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.