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Market & Model QuickUpdate
Issue 17, March 2025

04/03/2025

Asia's exposure to Trump's trade policy | The following reports and video provide insights on macroeconomics and what to expect for Asian markets over the forthcoming months.

Is Asia ready for Trump's tariffs?

Trump's tariff threats are looming. Is Asia prepared for the impacts of a US-initiated global trade war? In this report, Christiaan Tuntono, Senior Economist for Asia Pacific at Allianz Global Investors, examines which Asian economies are most vulnerable to Trump’s greater trade protectionism.
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What’s the outlook for Asian equities?

Virginie Maisonneuve, Global CIO for Equity at Allianz Global Investors, spoke on Bloomberg's "The China Show." She noted that investors are reevaluating Chinese equities following the excitement in the tech sector triggered by DeepSeek. Virginie also shared her perspectives on European markets.
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Long-Term Capital Market Assumptions – Highlights, Released in Q1 2025

Regularly we review and update our assumptions. The analysis is prepared by risklab, a global team of more than 50 investment, risk and digital wealth advisory experts within Allianz Global Investors. The short paper provides an at-a-glance view of our estimates of asset class returns, volatilities and correlations, which are derived based on risklab's proprietary Capital Market Model.
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