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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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Trumpflation
Sector Focus | February 2017
​Mike Riddell, Fixed Income Portfolio Manager at AllianzGI, discusses the current political risks, Trumpflation, and the main opportunities and threats to his funds in this extremely volatile environment.
 
Inflation, Politics and European Equities
Sector Focus | February 2017
​Marcus Morris-Eyton, Portfolio Manager, Allianz Europe Equity Growth Team, discusses the upcoming European elections, earnings growth, what makes his team different from others and why tech is different now from 1999 to 2000.
 
Positioning-Portfolios-for-a-Changing-China
Market Outlook | February 2017
​As we look forward to 2017, we turn our attention to the three big themes of China, Disruption and Politics. We believe these issues will dominate financial markets this year, and clients will have to continue taking appropriate risks to generate returns.
 
Neil Dwane
Market Outlook | February 2017
​Within hours of assuming office, Donald Trump began issuing executive orders and policy proposals to fulfil his campaign promises. But if Trump really wants to “make America great again”, is he addressing the long-term structural problems that sorely need fixing?
 
Global Investor Insights
Allianz Global Investors Insights | February 2017
In our latest monthly insights, we look at Neil Dwane’s takeaways from our recent Hong Kong Investment Forum, the perspective on the Asian Pacific and the capital-market implications of China as an asset class.
 
Walter Price
Sector Focus | January 2017
​Walter Price, Senior Portfolio Manager, discusses the results of the 2016 Christmas shopping season, the network effect, and the transformation and development of the tech industry.
 
Neil Dwane
Market Outlook | January 2017
​In his roundup of our latest Investment Forum, Neil Dwane highlights the top themes driving markets and economies – including China’s growing role in global indices, Trump’s ability to disrupt the status quo, Europe’s super-election cycle and the “hunt for income” going global.
 
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.
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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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