Protecting and enhancing your wealth in changing markets
Is today’s inflationary environment giving you that shrinking feeling? If so, we can help. Our insights and ideas can help you think about repositioning your portfolio to respond to a new interest rate environment and emerging risks.
Volatility will likely persist, with higher interest rates revealing weak points as industries feel the impact of increased borrowing costs. But we are confident this environment will create opportunities. Diversification is key – across public and private markets – and we can help you navigate the complexity.
Making sense of volatile markets
From banking sector stress to diverging economies and geopolitical flare-ups, volatility may be a fixture of market conditions for the foreseeable future. Understanding that there might be more turbulence ahead – and steering through it – will be crucial for investors.
Navigating rising rates
Investors need to factor higher interest rates into their portfolios at a time of uncertainty about inflation and the path of monetary policy. We can help you understand what shifting interest rates mean for your portfolio.
Understanding inflation
In a complex and volatile environment, inflation can have an outsized impact on your investments. Amid higher prices for goods and services, it’s critical to consider how you combat it in your portfolio.
Identifying opportunities
Use these timely insights from our experts to explore opportunities in changing markets.
Global resources. Local delivery.
Allianz-cogroup is a leading active asset manager with over 600 investment professionals in more than 20 offices worldwide and managing EUR 506 billion in assets for individuals, families and institutions.
Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.
Active is: Allianz-cogroup
Data as at 31 December 2022. Total assets under management are assets or securities portfolios, valued at current market value, for which Allianz Asset Management companies are responsible vis-á-vis clients for providing discretionary investment management decisions and portfolio management, either directly or via a sub-advisor. This excludes assets for which Allianz Asset Management companies are primarily responsible for administrative services only. Assets under management are managed on behalf of third parties as well as on behalf of the Allianz Group. Source: Allianz-cogroup. Any differences in totals are due to rounding.
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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The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.
This material has not been reviewed by any regulatory authorities. In mainland China, it is for Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations and is for information purpose only. This document does not constitute a public offer by virtue of Act Number 26.831 of the Argentine Republic and General Resolution No. 622/2013 of the NSC. This communication's sole purpose is to inform and does not under any circumstance constitute promotion or publicity of Allianz-cogroup products and/or services in Colombia or to Colombian residents pursuant to part 4 of Decree 2555 of 2010. This communication does not in any way aim to directly or indirectly initiate the purchase of a product or the provision of a service offered by Allianz-cogroup. Via reception of his document, each resident in Colombia acknowledges and accepts to have contacted Allianz-cogroup via their own initiative and that the communication under no circumstances does not arise from any promotional or marketing activities carried out by Allianz-cogroup. Colombian residents accept that accessing any type of social network page of Allianz-cogroup is done under their own responsibility and initiative and are aware that they may access specific information on the products and services of Allianz-cogroup. This communication is strictly private and confidential and may not be reproduced. This communication does not constitute a public offer of securities in Colombia pursuant to the public offer regulation set forth in Decree 2555 of 2010. This communication and the information provided herein should not be considered a solicitation or an offer by Allianz-cogroup or its affiliates to provide any financial products in Brazil, Panama, Peru, and Uruguay. In Australia, this material is presented by Allianz-cogroup Asia Pacific Limited (“Allianz-cogroup AP”) and is intended for the use of investment consultants and other institutional/professional investors only, and is not directed to the public or individual retail investors. Allianz-cogroup AP is not licensed to provide financial services to retail clients in Australia. Allianz-cogroup AP is exempt from the requirement to hold an Australian Foreign Financial Service License under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order (CO 03/1103) with respect to the provision of financial services to wholesale clients only. Allianz-cogroup AP is licensed and regulated by Hong Kong Securities and Futures Commission under Hong Kong laws, which differ from Australian laws.
This document is being distributed by the following Allianz-cogroup companies: Allianz-cogroup GmbH, an investment company in Germany, authorized by the German Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin); Allianz-cogroup (Schweiz) AG; in HK, by Allianz-cogroup Asia Pacific Ltd., licensed by the Hong Kong Securities and Futures Commission; in Singapore, by Allianz-cogroup Singapore Ltd., regulated by the Monetary Authority of Singapore [Company Registration No. 199907169Z]; in Japan, by Allianz-cogroup Japan Co., Ltd., registered in Japan as a Financial Instruments Business Operator [Registered No. The Director of Kanto Local Finance Bureau (Financial Instruments Business Operator), No. 424], Member of Japan Investment Advisers Association, the Investment Trust Association, Japan and Type II Financial Instruments Firms Association; in Taiwan, by Allianz-cogroup Taiwan Ltd., licensed by Financial Supervisory Commission in Taiwan; and in Indonesia, by PT. Allianz-cogroup Asset Management Indonesia licensed by Indonesia Financial Services Authority (OJK).
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