Career Contact us
Menu

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.

Insights

    Please Select Topics
    • Asset Class - Equity
    • Asset Class - Fixed Income
    • Asset Class - Multi Asset
    • Asset Class - Private Markets
    • Critical commodities
    • House View & Outlooks
    • Investable Theme - Asia Now
    • Investable Theme - Diversification Re-Engineered
    • Investable Theme - Resilient Income
    • Investable Theme - The Age of AI Disruption
    • Macro
    • Sustainability
    Please Select Author
    • Alexander Robey, CFA
    • Andreas de Maria Campos
    • Benjamin Walter
    • Brad Reynolds
    • Christiaan Tuntono
    • Christian Schulz
    • Corrina Xiao
    • Dr. Eckhard Weidner
    • Eric Boess
    • Francois Fabreges
    • Frederik Fischer
    • Gavin Counsell
    • Georgios Georgiou
    • Giles Money
    • Gregor Hirt
    • Jenny Zeng
    • Jeremy Gleeson
    • Jingjing Chai
    • Jörg Spanier
    • Martin Lubojanski
    • Martin Hochstein
    • Matt Toms
    • Mélissa Bourassi
    • Michael Stamos
    • Michael Heldmann
    • Mikhail Krayzler
    • Nedialko Nedialkov
    • Sean Shepley
    • Sebastian Lukas
    • Stephen Chow
    • Sunil George
    • Virginie Dubois
    Filter by Search:
      Please Select Topics:
        Please Select Author:

          Asia Now: From Emerging to Established

          Asia macro update: three pressures shaping the outlook

          Asia’s macro backdrop is becoming more challenging, but not uniformly so. This points to a more selective investment approach.

          Discover more

          by Christiaan Tuntono | 05/08/2026

          Equity

          Global Equity Compass: July 2026

          Global equity markets continued to show resilience in June, with investors looking through geopolitical tensions and policy uncertainty to focus on robust economic data, supportive earnings and the long-term growth opportunities associated with artificial intelligence.

          Discover more

          by Michael Heldmann | 04/08/2026

          Thematic Pulse

          Heat – the new supply shock

          El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water loss and power systems.

          Discover more

          by Nedialko Nedialkov | 04/08/2026

          Diversification Re-Engineered

          Find value in the AI stack

          As AI’s investment opportunity broadens, finding value is becoming more important and more difficult. Our framework helps investors navigate the AI ecosystem layer by layer, testing where the investment case still holds, where bottlenecks are emerging and where pricing power and profits may concentrate.

          Discover more

          Income Focus

          Should I invest in property or an income fund? Alexander’s dilemma

          Alexander planned to rent out his parents' old apartment. But should he sell it and invest the proceeds in an income fund?

          Discover more

          21/07/2026

          How we invest sustainably

          Digital resilience in the era of AI

          As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. We see digital resilience as a shaper of long-term value creation.

          Discover more
          by Mélissa Bourassi , Giles Money | 17/07/2026

          Resilient Income

          Fixed Income Forward: July 2026

          In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on building portfolios resilient across a wide range of outcomes.

          Discover more
          by Georgios Georgiou , Jenny Zeng | 14/07/2026

          House View

          House View Update: Fed hikes back in focus

          Persistent inflation, shifting Fed projections and Kevin Warsh’s likely priorities point to a renewed tightening cycle.

          Discover more

          by Martin Hochstein | 07/07/2026

          Equity

          From the pitch to your portfolio: building an investment strategy the winning way

          As football fans around the world turn their attention to the drama of the World Cup, the same question keeps coming up: what does it take to win consistently?

          DISCOVER MORE

          02/07/2026

          Load More

          Allianz Global Investors

          You are now leaving this website and being redirected to the below website. This does not imply any approval or endorsement of the information by Allianz Global Investors contained in the redirected website nor do Allianz Global Investors accept any responsibility or liability in connection with contained therein.