AllianzGI - Outlook voor 2019: actief selecteren is essentieel
En onder invloed van politieke onrust komen financiële markten meer in beweging. Dat vraagt om selectief en actief beleggen. Aantrekkelijke beleggingsthema’s voor de lange termijn zijn de groei van...
View ArticleAllianzGI: Chinese Whispers - Is it all about Trade Wars?
It’s hard to keep track of all the trade-related headlines on China these days. The latest is the recent announcement of US tariffs on an additional USD 200 bn of Chinese exports, and subsequent...
View ArticleAllianzGI: The Impact of Green
Although the green bonds market has existed for more than 10 years, it still triggers much debate. Some of the questions are fully justified, whereas others now seem to have been answered. This is...
View ArticleAllianzGI: Responsible Investing Report
AllianzGI is in the process of integrating ESG across all of our portfolios.So far, EUR 116 billion of assets qualify as integrated. The main objective of our ESG integration process is to analyse...
View ArticleAllianzGI: Stock stories from the China A-shares market
In this update of Chinese Whispers, we share three examples of stocks selected by the portfolio managers of the Allianz China A-share fund*: 1. Angel Yeast: the third largest yeast manufacturer...
View ArticleAllianzGI: Climate change must change investors’ portfolios
However investors view the problem of climate change – perhaps as a threat to carbon-intensive industries or as an opportunity to contribute to the greater good – ignoring its effects on portfolios...
View Article2019 Mid-Year Review & Outlook by Neil Dwane, AllianzGI
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics....
View ArticleAllianzGI: The opportunities within disruption
Key takeawaysDisruption is not restricted to tech firms and is affecting all industriesCompanies are broadening their remit and embracing areas outside their recognised sectorsSocietal evolution...
View ArticleAllianzGI: BeNeLux ESG Study 2019: Private and Professional Investor report
Allianz Global Investors partnered with Nielsen and Core Data research companies to execute private and professional investor research projects for the BeNeLux region specifically. One of the main...
View Article
More Pages to Explore .....