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Active ETFs: the evolution of active investing

Discover how active ETFs combine investment expertise with ETF efficiency to build modern portfolios.
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Explore current investment topics and ideas

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

Macro

Four reasons behind our higher Fed interest rate forecast

We now expect the US Federal Reserve (Fed) to raise rates by a further 75 basis points by the second quarter of 2027, taking the federal funds target range to 4.5-4.75%. This is 50 basis points higher than our previous forecast. We continue to expect one additional 25 basis points increase by the end of 2026.

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Diversification Re-engineered

Mosaic theory: from fragments to conviction

No single indicator tells investors everything they need to know. Mosaic theory builds a fuller picture by bringing together the signals that drive markets. Applied to emerging market equities today, the framework supports a constructive view on the asset class.

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House View in Focus

Power: the race to keep the lights on

AI, electrification and climate adaptation are driving a surge in power demand. Can supply keep pace, and what does this mean for economies and investors?

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Private Markets

Battery storage: unlocking the bottleneck of the Energy Transition

Learn how BESS improves grid flexibility, supports renewable energy growth and unlocks energy transition opportunities.

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Actively shaping a future of growth for all our clients, wherever their location and whatever their objectives.

Allianz Global Investors

Our goal is to generate impact beyond alpha for our clients, taking advantage of our experience and the information at our fingertips to help our clients meet their investment objectives and, as a firm, shape the future of investing.

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Market updates and commentaries from our experts

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

Resilient Income

Fixed Income Forward: September 2026

A shift away from the era of ultra-low interest rates ushers in a new regime of tighter money. Fixed income investors are once again being paid to own bonds.

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Thematic Pulse

Investing in water technology and infrastructure: why now?

The investment case for water is not new. However, it currently looks particularly compelling as theme combines a defensive demand profile, physical infrastructure with minimal disruption risk, regulatory visibility, relatively stable returns, and business models that can often pass through inflation.

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Sustainable ideas

Insights on investing for real-world change.
Footprint and handprint: measuring both sides of a company’s impact Laying the foundations for cleaner construction EU deforestation rules take root [blog] Digital resilience in the era of AI The succession planning gap [blog] Governance in the spotlight at AGMs [blog] NZIF in mid-market direct lending SBTi rethinks route to net zero [blog] Strategic autonomy: a new engine of European growth Staying the course: 100 blog posts on sustainable investing [blog]

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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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