Outlook & Commentary

Making the Federal Reserve less relevant

Fed Chairman Powell learned the hard way that his comments, even those made outside of official Fed communications channels, can move markets. The Fed is on a mission to make itself less important in the decision-making of savers, investors, consumers and governments.

Investment Themes & Strategy

Selectivity may pay off in Latin American infrastructure debt

Infrastructure-debt investments in Latin America are often considered to be risky – and, as a result, more suitable for a portfolio’s “core plus” fixed-income allocation. But carefully choosing countries and projects can turn this asset class into a core holding with attractive yield potential and a solid risk profile.

Investment Themes & Strategy

The bull market is losing steam

At the start of 2018, investors were concerned about overheated markets: US tax reform had just been passed, the global synchronised growth story was intact and the S&P 500 index had gained 7.5% by the end of January. What a difference a year makes.

Allianz Global Investors Responsible Investing Report

The report outlines our ESG activities and research, our engagement with investee companies through stewardship, the integration of ESG across our investment strategies and our innovative approach to meeting clients’ evolving extra-financial demands.

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Allianz Global Investors is a leading active asset manager with over 730 investment professionals* in 25 offices worldwide and managing more than EUR 530 billion in assets for individuals, families and institutions.

Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.

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Data as at 30 September 2018.

€535 bn

Assets under management

€535 bn

Assets under management

€535 bn

Assets under management

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