Investment Themes

Investment Themes
The jury is still out on whether official CPI indices over- or underestimate inflation, but the latter would have consequences that reach far beyond consumers. Key macroeconomic data might be inaccurate, public spending could be too low and investors could suffer from the “stealth devaluation” of important assets.
Investment Themes
The gradual reversal of expansionary monetary policies – at differing paces globally – will require some investors to adjust their approaches. Protecting purchasing power will remain a priority as official inflation understates real-world costs.
Investment Themes
In 2016, over $500 billion moved into passively managed index funds, while $340 billion exited actively managed funds. While this points to a challenging time for active managers, Greg Meier says the shift to passive is misguided for three key reasons.
Greg A. Meier | 07/24/2017
Investment Themes
The water industry, perhaps more than any other, is primed for long-term growth on a global scale and Andreas Fruschki says this presents big advantages for active investors. Here are five reasons to consider going active with AllianzGI Global Water Fund.
Andreas Fruschki | 07/20/2017
Investment Themes
During a decade of historically low interest rates and yields, AllianzGI Income & Growth Fund delivered consistent income every month. Portfolio Manager Doug Forsyth explains how the Fund plans to keep the streak moving forward in 2017.
Investment Themes
Since traditional bonds are not currently offering the rewards of a decade ago, it may be time to rethink your core fixed-income allocation.
Investment Themes
With new reforms opening up China's already massive equity and bond markets to outsiders, it may need to be considered an asset class in its own right. William Russell says its high time investors rethink how they go about accessing the region.
Investment Themes
Investors fixated on China's macro issues could miss the bottom-up opportunities in a market with more listed companies than the US, says our Asia-Pacific equities CIO. Rewards abound for investors who grasp the size and subtleties of fast-changing China.
Raymond Chan | 02/02/2017
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