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Private Markets In the News Outlook 2025 Powered by risklab

Explore current investment topics and ideas

Insights and ideas across asset classes and themes to help Asia-Pacific-based institutional investors navigate a constantly changing investment landscape.

House View Q2 2025: Vibe shift

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.

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Outlook 2025: New ways to diversify

As the focus moves from the US election to tariffs and trade wars, a supportive yet volatile market environment encourages investors to explore more “medium risk” opportunities in fixed income or private markets.

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Transforming Infrastructure

It starts here.

The global infrastructure investment requirement across the energy, communications, transport and water sector is huge. There is an urgent need for better energy grids, railways services, and more digitalization. With infrastructure you can invest twice – in your own wealth provision and in the more sustainable infrastructure of tomorrow.

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Navigating Rates

Breaking the barbell: a return to more active diversification?

The “barbell” portfolio, made up of a big US equity allocation and a big cash allocation, is widespread. But is it due a rethink?

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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.

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Navigating Rates

Bullish outlook for EM debt in 2025 – but mind the volatility

Investors in emerging market (EM) debt face several challenges in 2025, such as tighter spreads with US Treasuries and the implications of tariffs and potential trade wars. But we still expect a year of opportunities for those who can look beyond the volatility.

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Navigating Rates

Forget the high yield myths: rethinking a USD 2.2 trillion market

We think it’s time to forget the myths about high yield fixed income. With a resilient economic outlook and generally robust corporate health, the once-niche segment of financial markets has grown to more than USD 2.2 trillion. High yield is becoming an integral part of fixed income portfolios, providing a useful source of return and diversification.

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IDEAS Connect

Mitigating the hidden risks of factor investing

Factor investing provides investors with an alternative to traditional investment approaches. However, investors should approach factor investing with caution, ensuring that they take hidden risks fully into consideration when formulating, implementing, and deploying their factor-investing strategies. Our papers discuss how an active approach to multi-factor equity investing could enhance risk mitigation and the stability of returns.

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4.2025 | INSURERS Connect

Staying private for longer

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03.2025 | Market & Model QuickUpdate

Asia's exposure to Trump's trade policy

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OUTLOOK & COMMENTARY Navigating Rates Embracing Disruption Achieving Sustainability Powered by risklab

Market updates and commentaries from our experts

Timely investment insights on the markets, the global economy, politics and more.

The Week Ahead

Weekly commentary from AllianzGI's economists and research teams

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Market & Model QuickUpdate

Quarterly Asia macro outlook and global capital market assumptions

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Outlook & Commentary

Featured reports and insights on global outlook, trends and events

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