Issue 15, August 2024: Navigating the political winds of change

14/08/2024
Optimism Over China - It's not just about reopening

Market & Model QuickUpdate
Issue 15, August 2024

14/08/2024

Navigating the political winds of change | The following reports provide insights on macroeconomics and what to expect for Asian markets over the forthcoming months.

Christiaan Tuntono, Senior Economist for Asia Pacific, shares his insights on what the re-election of former US President Donald Trump might mean for investors in Asian markets. A potential Trump’s second term (Trump 2.0) would likely be negative for Asia.
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Virginie Maisonneuve, Global CIO Equities, shares her thoughts on the summer storms and political winds we’re currently facing.
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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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