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Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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    • China
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          Year of the Rabbit: luckier for investors?

          Last year was challenging for Chinese equities, as the market was buffeted by Covid lockdowns and a struggling property sector. Investors will be hoping the upcoming Year of the Rabbit is more rewarding, as the macro storm clouds clear, business confidence returns, and key sectors look set to continue to benefit from the government’s drive to increase China’s self-sufficiency.

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          COP 27 review: progress amidst the setbacks

          Despite high profile ideological strategic setbacks, the closing of COP 27 has brought to the fore many significant positive implementation achievements.

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          by Matt Christensen | 20/12/2022

          2023 Outlook: ready for reset

          The shift we are seeing in markets feels momentous. But after an extended period of ultra-low interest rates and well-behaved inflation, does it simply represent a return to “normal” financial conditions – where money has a cost again and equities may not be the only option? As markets adjust and begin to stabilise, we think opportunities will emerge in 2023. Our experts explain more.

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          16/11/2022

          Supply chain shake-up sparks innovation revolution

          New technologies are helping companies reinvent disrupted supply chains and build more resilience into the system.

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          25/08/2022

          Inflation cheat sheet: How to invest when inflation is high

          Quick answers to some of the most common inflation questions, including how investors can fight inflation.

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          15/07/2022

          Active is: Allianz Global Investors