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Outlook & Commentary

Papers and reports from Allianz Global Investors provide insights on the global economy, capital markets and major asset classes.

Outlook & Commentary

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          Navigating Rates

          French government changes: market factors to watch

          France is in the grip of political upheaval. But what is the impact on markets?

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          06/12/2024

          Achieving Sustainability

          Sustainable investing in 2025: five themes to watch

          After a year dominated by elections, 2025 will be framed by the aftershocks. We explore five topics that will influence sustainable investing in 2025.

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          04/12/2024

          Are semiconductors the new utilities?

          Due to both escalating trade tensions – most notably between the US and China – and its growing importance for the rapid development and implementation of AI, the semiconductor industry is currently top of the list of talking points for many market participants.

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          04/12/2024

          Navigating Rates

          What could higher tariffs mean for trade finance?

          Higher tariffs planned by Donald Trump against China, Mexico and other big trading partners could shake up global trade patterns. But we think trade finance can adapt to a more protectionist global landscape as businesses continue to need financing for domestic and cross-border deals.

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          03/12/2024

          Technology needs an ecosystem. That’s the opportunity

          With megatrends like Artificial Intelligence and ‘digital Darwinism’ disrupting the business landscape, the Technology sector is poised to remain a key driver for equity markets and a crucial element in client portfolios in the decades to come.

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          29/11/2024

          Navigating market concentration as sustainable investors

          One of the defining features of equity markets over recent years has been extremely high levels of index concentration, with the so-called “Magnificent Seven” making up around a third of the total market capitalization of the S&P 500.

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          29/11/2024

          Achieving Sustainability

          COP 29 Review - is COP burnt out?

          COP 29 closed amid comparisons with an equally acrimonious COP 15 in 2009. The tripling of climate finance commitments merely masks heightened tensions between developed and developing nations, evident ambition gaps, and ongoing absence of detail. In short, the COP format appears increasingly unable to match the ambitions of the 2015 Paris Agreement.

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          29/11/2024

          Navigating Rates

          Fixed Income Forward: November 2024

          The promise of lower taxes, deregulation and tariffs under the incoming US administration have strengthened the dollar while threatening to disrupt global trade. We continue to expect the yield curve to steepen in the US and Germany but flatten in Japan.

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          27/11/2024

          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.

          DISCOVER NOW

          27/11/2024

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