Active is the most important word in our vocabulary. It doesn’t just describe how we manage your money at Allianz Global Investors. It defines our entire approach as a business, from the enthusiasm and entrepreneurial spirit of our employees, to our self-critical assessment of performance. Active is how we create and share value with clients.
“Under-owned, cheap and unloved” – those words sum up how many investors view the UK today. Some see a fresh start in the arrival of a new prime minister eager to change the narrative. But it’s difficult at this stage to look beyond Brexit to make a convincing short-term investment case for UK assets, despite a number of enduring positive fundamentals.
In our mid-year outlook, trade and politics are top challenges
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. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
Four insights and actions from our Frankfurt 2019 Investment Forum
What does it mean to be a long-term investor? That was one of the main questions underpinning the discussions at our Investment Forum in Frankfurt. Topics included the importance of climate change and the future direction of Europe, as our investors and strategists shaped the convictions that inform our long-term investment strategies for clients.