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.
As the date of the UK’s planned exit from the EU approaches, there’s an increased probability the Prime Minister will win support for her Brexit deal. But a “no-deal” scenario cannot be ruled out – and it could have a heavy impact on the UK economy. Here’s what investors need to know to navigate markets.
The Merchants Trust PLC
Established in 1889, the Merchants Trust PLC aims to provide its shareholders with an above-average level of income which increases over time. The trust is managed by Simon Gergel, Chief Investment Officer, UK Equities at Allianz Global Investors.
However investors view the problem of climate change – perhaps as a threat to carbon-intensive industries or as an opportunity to contribute to the greater good – ignoring its effects on portfolios increasingly seems like a short-sighted option. Fortunately, there are many ways investors can incorporate this urgent issue into their strategies.
What a US-China trade deal could mean for investors
In a Q&A with Neil Dwane, Christiaan Tuntono says China will likely agree to reduce the trade deficit and support IP protections, but not roll back “Made in China 2025”. Mona Mahajan thinks an announced deal should boost US and Chinese stocks, but the markets have already priced in some of this news.
Why investors should get active in a late cycle economy
In a late-cycle economy, asset-class returns tend to be modest, suggesting a difficult environment for passive portfolios that merely track an index. Moreover, as central-bank stimulus is withdrawn, passive investors could be further hurt by rising volatility and falling correlations. It all adds up to an environment that could provide attractive opportunities for active investors.