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Market Insights

Market Insights

Expert opinion from our analysts and portfolio managers.

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Market Insights

Driven by our conviction that insight and understanding are the keys to investment success, we place unusual importance on the value of research and the sharing of intellectual capital.

Choose from the categories below to find the latest publications from our experts.
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Neil Dwane
Market Outlook | January 2017
​Neil Dwane says the rumbling sound being heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism – one that threatens to sweep away decades of pro-globalization sentiment and change the investment landscape.
 
Neil Dwane
Market Outlook | December 2016
​Neil Dwane, Global Strategist, looks at how 10 hypothetical events could affect markets around the world in 2017.
 
Climate Change
ESG Matters | December 2016
​Our ESG analyst, Marie-Sybille Connan, discusses COP22 and the impact of Trump's election on the future of the Paris Agreement.
 
Neil Dwane
Market Outlook | December 2016
​This year, our Global Strategist, Neil Dwane, has carefully curated a holiday reading list focusing on China, geopolitics and disruption – three powerful forces that could reshape the world as we know it for generations to come.
 
Two Reasons Why
Market Outlook | December 2016
​We expect the ECB to extend its asset-purchase program, buying EUR 80 million in bonds each month, because of concerns about low inflation and political volatility. But Trump could be a wild card in the bank’s plans for continued accommodation.
 
Italian flag
Market Outlook | December 2016
​Italy’s rejection of reforms and Renzi’s resignation may lead to early elections or other scenarios that could spook investors already facing a tumultuous political year in Europe. Then again, markets may have already discounted future bad news, and the ECB stands ready to step in.
 
Neil Dwane
Market Outlook | December 2016
​As the markets close the books on another tumultuous year, investors should keep watch on the rise of populist politics, China’s re-emergence as a global growth engine and a renewed focus on government spending as interest rates remain low.
 
Neil Dwane
Market Outlook | December 2016
​Each year, we ask our investment professionals to peer into the maze-like possibilities of the future for their best “crystal ball” ideas. The result is the Crystal Maze – a collection of new investment themes to share with our clients and consider for our portfolios.
 
Mike Riddell
Market Outlook | November 2016
​Mike Riddell, Fixed Income Portfolio Manager at Allianz Global Investors, wonders whether a further drop in sterling might prompt the UK government to soften its Brexit stance.
 
Walter Price
Sector Focus | November 2016
​Walter Price, Senior Portfolio Manager, discusses the results of the US Presidential election and the investment implications of Trump’s policies for the technology Sector.
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Risk matters

ESG Matters
Risk matters is our publication which aims to keep our clients up to date with the latest developments in all facets of risk.more...

Bond Issues

Bond Issues
Visit our Bond Issues blog, focussed on the latest issues in fixed income, where we aim to separate the delta from the duration and the carry from the convexity.more...

Project M

ESG Matters
The Allianz SE International Pensions team multiply investment and retirement knowledge. Find out why the Project M team has won 19 corporate publishing awards.more...
 
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