We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.
Anthropogenic air pollution constitutes one of the most serious threats to human health, affecting lifestyle habits as well as causing deep social concerns and economic disruption. The deterioration of air quality – both outdoor and indoor – not only costs innumerable lives, and significantly diminishes life expectancy but is also a major burden on the global economy, triggering billions of costs. Explore how sustainable investments can help to address the most pressing air-pollution-related challenges.
The 20th Bundestag was elected in Germany at the weekend and tough coalition talks lie ahead. Listen to Ingo R. Mainert, CIO Multi Asset Europe for Allianz Global Investors, and Chris-Oliver Schickentanz, CIO Commerzbank AG, as they analyse the election results together.
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The results of the Bundestag elections kick off a potentially extended period of negotiations to form a new government. The parties differ on topics such as fiscal policy and climate change that will be critical to those discussions and the final shape of Germany’s government.
Investors increasingly want to use their capital to achieve an environmental and social impact while generating a return, and impact investing offers a solution to these twin goals. It represents a fast-growing and important asset class that facilitates positive change for the planet while resonating with a growing investor base.
The race is on for companies to declare their commitment to achieving net-zero emissions, as outlined in the Paris Agreement. But given the various inconsistencies in how the phrase is understood, what does “net zero” really mean – and how should progress towards this goal be measured?
The US experienced its worst recorded drought in decades this summer. At its height, the unprecedented aridity extended across more than two-thirds of the continental area of the United States, with its most severe manifestations in the Southwest, but also extending to Oregon, Washington and North Dakota.
Many commentators expect the recent rise in inflation to be transitory, but a longer-term reflationary trend – or an increase in inflation expectations – cannot be ruled out. Against this backdrop, private-markets assets have a range of characteristics that could help investors hedge against – and even benefit from – any sustained return to inflation.
Rising prices for goods and services are one of the biggest risks for investors in conventional government bonds. But there are ways for active managers to generate positive returns from rising – and falling – inflation.