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House View Q2 2026: Holding the line

Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.
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Explore current investment topics and ideas

Learn more about areas where we can guide clients with our capabilities and expertise.

Navigating Rates

How a prolonged Hormuz blockage shapes the outlook

Disruptions to Middle Eastern energy markets – most critically around the Strait of Hormuz – have tightened supply and pushed prices higher.

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Navigating Rates

Strikes on Iran – assessing the market impact

Markets face a significant – but not yet destabilising – shock after the US and Israel launched strikes against Iranian military targets. The immediate implication is a repricing of tail risks.

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AI: Bubble or boom?

Investors are wondering whether AI is a bubble. Our view? AI has major long‑term potential and short‑term market corrections are unlikely to be systemic.

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Private Markets

Private Credit - Investors are turning to Europe

European private credit is thriving, driven by sector diversification, digitalization, energy transition, and stable returns, offering a strong alternative to US markets.

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Navigating Rates

Have gold and silver lost their lustre?

Gold and silver prices have sharply corrected after a record-breaking  rally, but we think their fundamental medium term drivers remain intact.

 

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Experts leadership

Allianz Global Investors

Our clients can rely on Allianz Global Investors for expertise and solutions that elevate the experience of active investing – every step of the way.

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Market updates and commentaries from our experts

Timely investment insights on the markets, the global economy, politics and more.

Navigating Rates

Fixed Income Forward: April 2026

As conflict in the Middle East fuels inflation, we argue for discipline over speculation, security selection over beta, and liquidity over illiquidity.

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Achieving Sustainability

Inside Sweden's standout IPO market

Sweden is one of the most attractive markets for IPOs, but corporate governance falls short. We explore the distinct features of this market.

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Sustainable ideas

Insights on investing for real-world change.
Food for thought on World Health Day [blog] European imports: greener and cheaper? Inside Sweden's standout IPO market Theme 5: The evolution of pricing risks [blog] Nature risk is now financial risk [blog] Theme 4: Building resilience through innovative infrastructure Responsible AI: early signals from our company engagements ESG ratings - still relevant? Theme 3: Digital resilience – more data, less downtime Theme 2: Transition financing - set for a transformational year?

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Capabilities

AllianzGI is committed to active investment across a broad range of investment capabilities.
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Why partner with us

Our investment thinking is rooted in our purpose: to help our clients achieve their investment goals.
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AllianzGI Academy

Access the most current topics and strategies, packaged into interactive and easy to digest learning modules.
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Allianz Global Investors

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