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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

          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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          13/11/2024

          Navigating Rates

          Trump poised for White House return

          With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

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          06/11/2024

          Navigating Rates

          Fixed Income Forward: October 2024

          We see the possibility of further yield curve steepening. In outright duration risk, we prefer to stay more tactical on US Treasuries.

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          29/10/2024

          Navigating Rates

          Bond market view: smooth landing in sight?

          The US Federal Reserve’s policy pivot has ushered in a new investment regime that should help provide a near-term floor for risk sentiment

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          24/10/2024

          European Equities Outlook Q4 2024

          Resilience in the face of geopolitical uncertainty

          European markets have, to some extent, decoupled from a weak news flow; despite mediocre PMIs and political uncertainties, European equity markets have delivered double digit returns year to date.

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          24/10/2024

          Embracing Disruption

          Renewables: navigating political waters

          While public attention is focused on the very different personalities of presidential candidates Kamala Harris and Donald Trump, it should not be forgotten that these elections represent much more.

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          18/10/2024

          Insights

          Glide paths: the dance of growth and inflation

          Indeed, despite the Fed now signaling that the worst is over in terms of the battle against rising prices, there is still a great deal of uncertainty regarding the potential glide paths that growth and inflation will take in the coming months.

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          16/10/2024

          Embracing Disruption

          The politics of tech: what the US elections mean for Silicon Valley

          Amid one of the most tumultuous campaigns in living memory, the outcome of November’s US elections remains highly uncertain. Polls, and prediction and betting markets, currently lean around 60% towards Harris, leaving the outcome of the vote for the Presidency completely open. Similarly, the congressional race is too close to call, with a Republican sweep of both houses being slightly more likely than the Democrats doing the same – but with divided government the most probable outcome, whoever wins the White House.

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          15/10/2024

          Navigating Rates

          CIO roundtable: what can investors learn from a super-election year?

          Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.

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          14/10/2024

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