Leisure & lifestyle
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Leisure & lifestyle
The movies we stream are automatically tailored to our evolving personal preferences.
Electric vehicles and other forms of greener travel are becoming more mainstream.
Embrace disruption in your portfolios now
It's time to disrupt traditional definitions of “disruption”. Once a story just for the tech sector, disruption is now all-encompassing. And whilst technology may be at the heart of changes like developing artificial intelligence (AI) and increased cyber security, this new wave of disruption could shape every aspect of our daily lives.
The implications will be profound and exponential – and many of the themes that arose from the Covid-19 pandemic will likely be permanent fixtures. It's time for investors to make their move.
We are all agents of disruption
Disruption is already all around us – providing new technologies, shifting consumer behaviour, and enabling us to act on sustainable values. Without thinking, we have embraced several possibilities presented by disruption in all areas of our lives.
Stronger connections
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Stronger connections
Video conferencing has moved beyond the workplace, and now enables families and friends around the world to stay in touch
Our four-legged friends increasingly benefit from tailored food programmes, flexible boarding and enhanced veterinary care.
Health & wellbeing
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Health & wellbeing
Artificial Intelligence (AI) is enhancing diagnoses and building comprehensive customised treatment plans
Tailored exercise plans with virtual trainers are driving new personal health and fitness programmes.
Stay ahead of the game with new perspectives
Disrupt the myth of disruption
Disruption is not just all about tech
In fact, disruption is happening across various industries. Supply chains across the board are undergoing significant change, and raw materials and energy are seeing rapid evolution.
It’s not too late: disruption is ongoing, across a range of themes
Disruption will be an ongoing trend and we are already seeing early disruptors disrupted. New opportunities will present.
Investing in disruption is not just chasing trends
While disruption is a broad trend across geographies and sectors, the pace and progress of change varies widely. Whatever the industry, investors will need the expertise to identify those industries and prospects with furthest to go on their journey. This may mean new investing styles or approaches.
Make your move. Re-think how portfolios are constructed
Wherever you sit in the investment value chain, there’s an urgent need to think differently, navigate the challenges and identify the opportunities of this wave of disruption. Though disruption at this scale can be unsettling, investors can participate in this global shift to seek growth potential. Allianz-cogroup is here to support you in embracing and seizing opportunities.
Search for alpha, including financial and “outcome-linked” alpha
Stay agile in the face of changing market conditions
Include a thematic approach when investing
Check out more insights and resources
Discover our investable themes
Navigating Rates
To stay focused on their goals, investors may need to reposition portfolios to factor in higher interest rates, shifting inflation expectations, and fluctuating exchange rates. Volatility will likely persist in the coming months, with tighter monetary policy uncovering weak points as industries feel the impact of higher borrowing costs. Investors may struggle to find safe havens and, with only limited visibility of how markets will develop, expectations could be upended. But we are also confident this environment can create opportunities. Diversification is key – across public and private markets – and we have the ideas and expertise to help you navigate the complexity.
Embracing Disruption
We think it’s time to disrupt traditional definitions of “disruption”. Once a story for the tech sector, disruption is now all-encompassing. And while technology and AI may be driving many of the changes, this new wave of disruption could shape every aspect our daily lives. The implications will be profound and exponential – and many of the themes arising from Covid-19 will likely be permanent fixtures.
Achieving Sustainability
Sustainable investing is at an inflection point. Interest in sustainability has turned into significant investments, and these inflows rightly come with increased expectations about impact and measurement. Investors are at different stages of their sustainability journey and have different ambitions. We’re focused on bringing sustainable investing into the real world, with a focus on pragmatic approaches and the pathways that support real progress.
Interpreting China
China is changing. Its economic growth is increasingly driven by innovations in technology, data and science. Its capital markets are developing with a similar energy, on their way to becoming an integrated part of the global financial system. Understanding the country’s unique political context and strategy is essential to grasp the opportunities as an investor and participate in this unique investment story.
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