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Allianz Global Investors | Private Markets
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Expanding the boundaries of investing | Allianz Global Investors
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Impact Investing | Allianz Global Investors
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Tailored private markets solutions | AllianzGI
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Accessing opportunities in Trade Finance
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Allianz Global Investors | Infrastructure Debt
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Infrastructure Equity
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Allianz Global Investors | Private Credit
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risklab: Beleggingsoplossingen op maat van uw behoeften
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Investing in infrastructure
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Systematic Equity | Allianz Global Investors
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Allianz Europe Equity Growth Select
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Onze publicaties
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Outlook and commentary
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US-EU trade agreement | Allianz Global Investors
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US tariff on India | Allianz Global Investors
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US dollar explainer explainer
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House View Q3 2025 | Allianz Global Investors
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Emerging into a warmer world | AllianzGI
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India shifts gears | Allianz Global Investors
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US investment grade: steady amid turbulence | AllianzGI
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House View Q2 2025 | Allianz Global Investors
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The 3Ds of Infrastructure | Allianz Global Investors
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Update on India valuations | Allianz Global Investors
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Making European markets great again? | Allianz Global Investors
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Why infrastructure is the key to our energy transition | Allianz Global Investors
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Digital Infrastructure | Allianz Global Investors
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Cost-Efficient Currency Hedging for Fixed Income Investors | AllianzGI
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Volatility in sovereign bonds | Allianz Global Investors
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The art of avoiding defaults | AllianzGI
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Tariffs latest | Allianz Global Investors
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What if Europe is shocked into action? | Allianz Global Investors
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Sustainable investing: “taking the temperature” | AllianzGI
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Five key themes for the decarbonization of infrastructure portfolios | Allianz Global Investors
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AI vs. SaaS: Who Wins the Future of Software | Allianz Global Investors
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The case for short duration, high yield bonds | Allianz Global Investors
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How shipping seeks to reduce its carbon footprint | AllianzGI
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Q2 2025 Multi-Asset Outlook | AllianzGI Market Insights
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Why simple is not always better | Allianz Global Investors
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How is digitalisation shaping wealth management? | Allianz Global Investors
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House View Q1 2025 | Allianz Global Investors
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Israel-Iran conflict: update on market impact | Allianz Global Investors
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Tariffs: an explainer | Allianz Global Investors
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The illusion of knowledge | Allianz Global Investors
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US airstrikes on Iran | Allianz Global Investors
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New infrastructure needs new capital | AllianzGI
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Navigating market concentration | Allianz Global Investors
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Advanced Driver Assistance Systems | Allianz Global Investors
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Outlook for EM debt in 2025: bullish but volatile |AllianzGI
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Powering down to power up - energy efficiency | AllianzGI
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COP 29 Review - is COP burnt out? | AllianzGI
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EMD: lessons learned in 30 years | Allianz Global Investors
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Jeremy Gleeson Interview | Allianz Global Investors
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Forget the high yield myths | Allianz Global Investors
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Outlook 2025 | Allianz Global Investors
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Infrastructure secondaries | Allianz Global Investors
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The Sustainability Debrief | AllianzGI
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US election: results update | Allianz Global Investors
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Does geopolitics matter for markets? | AllianzGI
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Gold: a glittering future? | Allianz Global Investors
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Bond market view: smooth landing in sight? | Allianz Global Investors
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What can investors learn from a super-election year? | AllianzGI
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COP preview: managing expectations | AllianzGI
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How might Harris and Trump's policies affect markets? | Allianz Global Investors
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Time to break the barbell? | AllianzGI
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Rewiring technology for sustainable growth | AllianzGI
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Sustainable investing in 2025: five themes | AllianzGI
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Aggressive start to Fed rate cuts | AllianzGI
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What could tariffs mean for trade finance? | AllianzGI
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Engaging to shape a strong workforce | Allianz Global Investors
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Populism: would markets vote for it? | Allianz Global Investors
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Is it time for LDI? | Allianz Global Investors
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Energy transition: time to clear the air | AllianzGI
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House View Q4 2024 | Allianz Global Investors
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How ESG data defines leaders and laggards | Allianz Global Investors
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Healthcare: how to live better | AllianzGI
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Summer storms and political winds | Allianz Global Investors
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Why markets are reassessing risk | Allianz Global Investors
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Shifting World Order with Virginie | Allianz Global Investors
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Breaking down India’s budget | Allianz Global Investors
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Asian Fixed Income H2 2024 | Allianz Global Investors
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Back on track: sustainable future | Allianz Global Investors
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The "warm war" | Allianz Global Investors
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What Netflix tells us about the future of sustainable investing | AllianzGI
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What can trigger a recovery in confidence? | AllianzGI
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Elections and sustainability: is climate on the ballot? | AllianzGI
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House View Q3 2024 | Allianz Global Investors
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Trump shooting: knock-on effects for markets? | AllianzGI
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Why carbon markets matter | Allianz Global Investors
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Four fixed income themes to watch | Allianz Global Investors
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Global Equity Outlook 2024 | Allianz Global Investors
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Europe's (sometimes) overlooked industrial champions | Allianz Global Investors
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France election: update | AllianzGI
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Potential of thematic investing | Allianz Global Investors
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When a biodiversity plan comes together|AllianzGI
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Shifting world order | Allianz Global Investors
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Greening of China | Allianz Global Investors
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Currency hedging strategy | Allianz Global Investors
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Fixed Income Forward: June 2024 | Allianz Global Investors
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Understanding private debt secondaries | Allianz Global Investors
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Gain insights from our experts | Allianz Global Investors
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France elections and markets | AllianzGI
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AI is transforming manufacturing | Allianz Global Investors
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Opportunities in Asia beyond China | Allianz Global Investors
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A sustainable digital future | Allianz Global Investors
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Three reasons emerging market bonds still look attractive | Allianz Global Investors
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Avoided emissions: how investors can judge companies’ net-zero credentials | Allianz Global Investors
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Humanisation pet economy Asia | Allianz Global Investors
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Addressing groundwater overuse | Allianz Global Investors
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Interesting rates: What can bonds tell multi asset investors about the future? | Allianz Global Investors
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Scaling up stewardship | Allianz Global Investors
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Going round in circles – the value of waste | Allianz Global Investors
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European Equities Outlook 2024 | Allianz Global Investors
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Disinflation trends vs depletion of excess savings | Allianz Global Investors
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Asia fixed income: positioned for outperformance? | Allianz Global Investors
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Investment Implications | Allianz Global Investors
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Active management offers solution to 60:40 struggles | Allianz Global Investors
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Renewables regain ground | Allianz Global Investors
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How investors could make a positive impact with private credit | Allianz Global Investors
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Year of the Dragon | Allianz Global Investors
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Interview with Dr Michael Heldmann | Allianz Global Investors
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Twists in Middle East conflict | Allianz Global Investors
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COP 28 review: beginning of the end? | Allianz Global Investors
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Geographies of tech, rivalry, fragmentation, deglobalization | Allianz Global Investors
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Red Sea disruption | Allianz Global Investors
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China Equity Outlook 2024 | Allianz Global Investors
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2024: a strong year for emerging market debt? | Allianz Global Investors
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The case for high yield bonds amid macro uncertainty | Allianz Global Investors
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Human rights – supply chains | Allianz Global Investors
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Sustainable investing: five themes for 2024 | Allianz Global Investors
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Fixed Income Forward: December 2023 | Allianz Global Investors
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Premium brands pricesetting power | Allianz Global Investors
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Sustainability of data centres | Allianz Global Investors
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What’s the attraction of trade finance? | AllianzGI
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Divergence is back. Time for multi asset? | Allianz Global Investors
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Fixed Income Forward: November 2023 | Allianz Global Investors
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Defining impact investing – evidence, measurement and positive outcomes | AllianzGI
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Chinese equity markets | Allianz Global Investors
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Financing the future of nature: investor guide to biodiversity | AllianzGI
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Zombie companies | Allianz Global Investors
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Climate change: banking on a greener future? | Allianz Global Investors
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Trade finance: a portfolio staple | Allianz Global Investors
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COP 28 preview: taking the temperature | Allianz Global Investors
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Middle East conflict | Allianz Global Investors
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AI in Thematica | Allianz Global Investors
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Should investors believe in a soft landing? | Allianz Global Investors
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Interview with Shao Ping Guan | Allianz Global Investors
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Pet longevity | Allianz Global Investors
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AI hasn’t boosted productivity (yet) – what could it do for returns? | Allianz Global Investors
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China: what’s behind the headlines? | Allianz Global Investors
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Disruption – opportunities in change | AllianzGI
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Silver lining: how a recession may bring a reset | Allianz Global Investors
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Solvency II review: a game-changer for Long-Term Equity investments? | Allianz Global Investors
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Why scope 3 emissions matter | AllianzGI
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Higher conviction on duration as tightening cycle matures | Allianz Global Investors
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China’s property sector challenges | Allianz Global Investors
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Addressing water storage gap | Allianz Global Investors
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Deforestation | AllianzGI
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Global Equities Outlook | Allianz Global Investors
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China Outlook | Allianz Global Investors
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Investing in the energy transition | Allianz Global Investors
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The rules of engagement to protect biodiversity | AllianzGI
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European equities viewpoint: structural tailwinds vs. cyclical headwinds? | Allianz Global Investors
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Mid-year Outlook 2023: entry points? | AllianzGI
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Asian fixed income: an antidote to global slowdown? | AllianzGI
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The new “Made in Germany” | Allianz Global Investors
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How understanding China’s “new formula” is critical to investors | AllianzGI
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Office real estate | Allianz Global Investors
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Putting the “active” into active stewardship | AllianzGI
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Fragmentation in the global village: a new roadmap for investors | AllianzGI
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Renewable energy: the 2050 remix | AllianzGI
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ChatGPT: a disruptive force for investors | Allianz Global Investors
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Deforestation EU regulation| AllianzGI
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Global Equity Markets Commentary | AllianzGI
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Circular Food Economy | Allianz Global Investors
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Why wait? Four reasons to consider short-term fixed-income funds | AllianzGI
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Impact private credit: investing beyond the bottom line | Allianz Global Investors
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US debt ceiling: prepare for a shutdown | Allianz Global Investors
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Gender diversity: fixing the pipeline | Allianz Global Investors
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Time to consider emerging-market fixed-income? | Allianz Global Investors
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Sustainable debt moves into the spotlight | AllianzGI
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Fixed income in flux as opportunities emerge | Allianz Global Investors
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Banks: safe and sound? | Allianz Global Investors
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Inflation cheat sheet: How to invest when inflation is high | Allianz Global Investors
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Back to bonds? The new opportunity set in fixed income | Allianz Global Investors
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Economic outlook: three trends to watch next | AllianzGI
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How climate risk integration is disrupting the Chinese investment landscape | Allianz Global Investors
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Fixed income cheat sheet: Ways to invest as markets shift | Allianz Global Investors
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European banks: steadying the ship? | Allianz Global Investors
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Rise of generative AI | Allianz Global Investors
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Ukraine: one year on | Allianz Global Investors
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Fixed income outlook | Allianz Global Investors
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Sustainability data | AllianzGI
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Say on Climate | AllianzGI
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Five sustainability themes in 2023 | AllianzGI
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Pet health market | Allianz Global Investors
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Liquid capital: how investors should tackle the water crisis | AllianzGI
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Year of the Rabbit bounds into view for investors | AllianzGI
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Nuclear and gas in EU taxonomy | Allianz Global Investors
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Funding business growth in Asia through private debt | Allianz Global Investors
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Creating a sustainable future through infrastructure | Allianz Global Investors
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Realising opportunities in private debt | Allianz Global Investors
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Fuelling a new climate response | Allianz Global Investors
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Access to healthcare – more important than ever | Allianz Global Investors
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Navigating sustainable bond opportunities | Allianz Global Investors
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Food security and the disruptive power of regenerative agriculture | Allianz Global Investors
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COP 27 review | Allianz Global Investors
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COP 15 preview: the “Paris moment” for nature? | Allianz Global Investors
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Investing in the energy transition: need to know guide | Allianz Global Investors
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COP 15 review: seven takeaways | Allianz Global Investors
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China pet economy | Allianz Global Investors
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Regaining potential value in high-income | Allianz Global Investors
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Our 2023 expectations at a glance | Allianz Global Investors
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2023 Outlook: ready for reset | Allianz Global Investors
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Why tech investors should keep an eye on China and the Fed
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Global CIO Equity Briefing
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Diverging paths ahead
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Taking Stock and Planning Ahead | Allianz Global Investors
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Readying for the reset
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Switching the energy transition to sustainable gears
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How China can achieve its ambitious decarbonisation plan
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Supply chain shake-up sparks innovation revolution
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Managing and measuring impact in private markets | Allianz Global Investors
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Navigating uncertainty through trade finance
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Mineral Commodities Copper
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China poised to bounce back
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The crisis on our plates: finding potential in failing food systems
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AllianzGI offers an “à la carte” service to meet the needs of insurers
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Halfjaarvooruitzichten: afremmen of stoppen?
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From bridges to broadband: building opportunities in infrastructure debt
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May 2022 market comment
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Finding value in a world of waste
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Unpacking opportunities from supply chain innovation
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Supply chain snapshot: uncovering opportunities despite disruption
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As commodity investing gains momentum, industrial metals may offer better opportunity
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Cybersecurity: Exposing the cyberthreats creating investment opportunities
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Artificial Intelligence and the future of cybersecurity
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Is it time to revisit the UK as an asset class?
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Our investment outlook amid Ukraine uncertainty
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Look for active opportunities following the Fed’s hawkish move
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Investment lessons from 13 geopolitical crises
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Investors can pounce on Chinese equity market opportunities in the Year of the Tiger
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Ukraine: investors should prioritise caution
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Digital Darwinism: the new disruption
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2022 Credit Outlook
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Why it’s just the beginning for China’s RMB bond market
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January 2022 market comment
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Being sensible in a time of uncertainty
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The stability in the Nordics
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Unwrapping the potential of sustainable packaging
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Carbon offsets: debate to define role in net zero
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A not so “ultimate” forward rate
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Surviving the Economic Balance Sheet
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Using AI to discover Asia’s environmental leaders
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2022 vooruitzichten
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Oil & gas majors: active stewardship rather than divestment
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Achieving best practice through engagement
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Beyond climate: it’s time to integrate biodiversity into investment processes
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Nine themes for investing in China’s transformation
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Italy is different
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A closer look at Volatility Adjustment (VA)
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Impact of the LTG Measures
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Are all net-zero goals created equal?
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7 reasons to stay invested in China equities
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White paper voor de Nederlandse pensioenmarkt
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Land-based Aquaculture: The Answer to Fish- Farming’s Existential Crisis?
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Water Infrastructure investments
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Preparing for the reference rate change
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With equities looking expensive, where should investors turn?
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AllianzGI’s investable themes: China, sustainability, low yields
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9 things to know about China’s bond markets
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No country like the other
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One Crisis – Different Impacts
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Finding compelling risk/reward in private debt
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Asian high-yield bonds look increasingly attractive
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China: the “sleeping giant” of the equity markets
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Jointly shaping the future
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China reaches for the STAR market
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Expect US market momentum to continue – but watch for inflation
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2021 Outlook
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A Biden victory and split Congress may be welcomed by markets
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US elections: race is far tighter than expected – again
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In the Year of the Rat, think even longer term
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What US-Iran tensions mean for investors
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As investor interest in impact investing grows, beware “impact washing”
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Investing in the future of European renewable energies
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Coronavirus spread forces investors to think again
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Fixed Income Report
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Is the ECB using a misguided inflation measure?
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At the mid-year point, dark clouds are forming in the US
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Do US-China trade tensions signal an end to globalisation?
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Thematic Investing: Be part of the story
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The opportunities within disruption
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Water: an essential and investable asset
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Rise of Asia is powered by millennials, tech and reform
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Rising tide
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In our mid-year outlook, trade and politics are top challenges
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Looking for opportunities in 2019
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What could happen in a US-China “tech cold war”?
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Financial advisors do not view robo-advisors as competition
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To gauge an economy’s health, watch the “financial cycle”
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To fight inflation, hunt for income
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How to invest at the end of the cycle
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What a US-China trade deal could mean for investors
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Climate change must change investors’ portfolios
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Video: China’s role in the global economy
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Video: Let’s talk about trade, China
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Video: The New Silk Road
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Making the Federal Reserve less relevant
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Brexit - going through the motions
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2020 Outlook: sustainabile strategies may offer a path through volatile markets
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Finding the sweet spots in credit
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For European equities, winter won’t last forever
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Water: an essential and investable asset
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The unintended consequences of saving the world from the financial crisis
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Global High Yield update
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Will the “Year of the Pig” be a prosperous one for China?
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Trump turns the tables on trade
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China: towards a strategic asset allocation decision
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Floating Rate Notes: the fixed income asset for today’s environment?
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How will this economic Goldilocks story end?
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Half-time report: global trade under threat
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Populist politics in Italy suggest a summer of uncertainty
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Aiming to seize the future with Allianz Global Artificial Intelligence
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Divergerend monetair beleid
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Vooruitzichten voor 2018: Wapen u tegen de ‘reële’ dreiging van inflatie
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De-FANGed: 5 Ways the Disrupters Could Be Disrupted
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The Cure for Low Oil Prices Is Low Oil Prices
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Setting the pace: Risk Leaders
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Capital Markets Monthly
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Diep in de cijfers duiken op zoek naar nieuwe inzichten
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Insights Magazine
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Mid-Year Outlook
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Quarterly Fixed Income Newsletter
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Quarterly Market Outlook
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De zes belangrijkste lessen van ons Investment Forum in Hongkong
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Zelflerende machines en slimme algoritmes als rendementsmotor
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Sustainability | Allianz Global Investors
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Sustainable Investing | Allianz Global Investors
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Insights on sustainable investing | Allianz Global Investors
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Policies and reporting | Allianz Global Investors
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Sustainability and Stewardship Report 2023 | Allianz Global Investors
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Sustainable investing and stewardship report 2024 | Allianz Global Investors
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