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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.

How may a Trump win impact Asia?

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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Summer storms and political winds – what current market volatility tells us about shifts in the global order

Virginie Maisonneuve, Global CIO Equities, shares her thoughts on the summer storms and political winds we’re currently facing.
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Long-Term Capital Market Assumptions – Highlights, Released in Q3 2024

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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