Onze publicaties

Income Focus

Should I invest in property or an income fund? Alexander’s dilemma

Alexander planned to rent out his parents' old apartment. But should he sell it and invest the proceeds in an income fund?

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Diversification Re-Engineered

Swapping CCC rated bonds for convertibles: a smarter route to high yield returns?

Substituting convertibles for CCC rated bonds in high yield mandates may improve return potential while reducing reliance on distressed credit risk.

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Equity

From the pitch to your portfolio: building an investment strategy the winning way

As football fans around the world turn their attention to the drama of the World Cup, the same question keeps coming up: what does it take to win consistently?

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How we invest sustainably

Strategic autonomy: a new engine of European growth

Recent geopolitical shocks have exposed vulnerabilities in energy, supply chains and critical technologies – accelerating the push for strategic autonomy. In Europe, we believe this is creating the conditions for a new, cross-sector investment opportunity.

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How we invest sustainably

Strategic autonomy: a new engine of European growth

Recent geopolitical shocks have exposed vulnerabilities in energy, supply chains and critical technologies – accelerating the push for strategic autonomy. In Europe, we believe this is creating the conditions for a new, cross-sector investment opportunity.

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The Age of AI Disruption

Riding the AI wave without getting swept away

Looking back to the early days of the internet, it was clear that the technology was completely transformative; however, many investors who simply bought “anything internet” in the late 1990s ended up disappointed. Those, on the other hand, who identified companies with durable business models, and had the courage to stay invested through the noise, did extraordinarily well.

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Resilient Income

Now is the time for European high yield investors to consider going global

For European high yield investors, the case for going global is becoming harder to ignore. As growth, inflation and policy paths diverge across regions, a broader opportunity set gives investors more freedom to target the best opportunities.

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The Age of AI Disruption

From cloud to edge: the next wave of AI opportunity

As the focus in artificial intelligence (AI) moves beyond rapid model training toward real-world deployment, attention is increasingly shifting to inference, and how AI can deliver fast, efficient, and scalable outcomes.

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Sustainability

Turning words into action: how investors are pushing for living wages

Paying employees fairly is fundamental to human rights and long-term business resilience. Learn how we are collaborating to take action on this.

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Onze Publicaties

Should I invest in property or an income fund? Alexander’s dilemma

Swapping CCC rated bonds for convertibles: a smarter route to high yield returns?

From the pitch to your portfolio: building an investment strategy the winning way

Strategic autonomy: a new engine of European growth

Strategic autonomy: a new engine of European growth

Riding the AI wave without getting swept away

Now is the time for European high yield investors to consider going global

From cloud to edge: the next wave of AI opportunity

Turning words into action: how investors are pushing for living wages

Allianz Global Investors