Discussing the topics that matter

Embracing Disruption

Eight compass points to find your bearings in the Year of the Snake

While the calendar may already show 2025, for investors the new year will only truly start later in January. On 20 January, Donald Trump will be inaugurated as the 47th President of the United States of America and implement his “America First” agenda. A few days later, on 29 January, large swathes of East Asia will come to a standstill as people celebrate the Lunar New Year and usher in the Year of the Snake.

Beware of Fraud

PT Allianz Global Investors Asset Management Indonesia would like to remind you to always be aware of the increasingly rampant fraud attempts lately, especially those that occur through social media platforms such as Instagram, WhatsApp, Telegram, e-mail, telephone, etc., which use the name of our company.

Navigating Rates

Fixed Income Forward: November 2024

The promise of lower taxes, deregulation and tariffs under the incoming US administration have strengthened the dollar while threatening to disrupt global trade. We continue to expect the yield curve to steepen in the US and Germany but flatten in Japan.

Navigating Rates

Donald Trump poised for White House return

With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

Navigating Rates

Fixed Income Forward: October 2024

We see the possibility of further yield curve steepening. In outright duration risk, we prefer to stay more tactical on US Treasuries.