Allianz Global Investors, one of the world’s leading active investment managers, has received an ‘A+’ from the PRI Association for its overarching approach to ESG Strategy and Governance for the third year in a row. This category encompasses ESG policies, objectives, memberships and considers how the firm promotes ESG efforts internally and externally.
Less than 24 hours after the Fed made its first rate cut in 11 years, President Trump announced the US would be imposing fresh 10% tariffs on the remaining $300 billion of Chinese goods. The sudden escalation in the trade war once again caught markets off guard and added uncertainty to the global and US outlooks.
The tech cold war. Autonomous weapons. Cyber-security threats. Neil’s summer reading list includes studies of all these trends and technologies – as well as a bestselling spy thriller that uses them as inspiration. Prepare to be educated and entertained.
As a companion piece to Neil Dwane’s global mid-year outlook, Mona Mahajan turns a spotlight on the US, where trade tensions and politics are weighing on markets. Given the increased uncertainty about the second half of the year, investors should stay active, defensive and diversified.
Allianz Global Investors manages a range of sustainable investing funds. We started this journey 20 years ago with a belief that sustainable investing can generate positive performance not just for our clients, but for the community at large.
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
A low-growth, low-interest rate environment is firmly established globally, and a combination of external forces look set to inhibit any improvement for years to come. This makes investors’ hunt for income more complicated than ever.
It looks increasingly unlikely that the US and China will reach an amicable agreement to end their ongoing trade conflict. If tensions between the two countries continue to escalate, we could witness the end of a decades-long period of globalisation – with several major implications for investors.
Disruption is impacting all industries as societal shifts drive innovation. We believe active managers are best equipped to help clients navigate this changing landscape, but to do so, it is imperative that they stay ahead of disruptive trends in all sectors.
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.