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Discussing the topics that matter

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.

Outlook & commentary

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          Embracing Disruption

          Investing in China’s State Owned Enterprises: A Deep Dive

          For many years, investing in China’s State-Owned Enterprises (SOEs) has typically been viewed by international investors as, at best, a low-quality proxy for China’s economic growth. They have been synonymous with low profitability, questionable governance, and poor shareholder returns.

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          by Tessa Wong | 04/10/2024

          Navigating Rates

          Three reasons emerging market bonds still look attractive

          Fading hopes of multiple US rate cuts in 2024 would conventionally be seen as a negative for emerging market (EM) bonds. But spread levels and overall yields point to potential value in a maturing market that has become more resilient to defaults.

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          Interview with Dr Michael Heldmann

          Looking back at 25 years of Best Styles, Dr Michael Heldmann, CIO Systematic Equity, delves into the history of the strategy’s fundamental milestones and its evolution over time, underpinned by rigorous proprietary research and thoughtful innovation, as well as its ongoing development and the successful incorporation of Artificial Intelligence.

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          by Dr Michael Heldmann | 07/05/2024

          Embracing Disruption

          Unlocking the power of AI - the China way

          China’s AI focus is less on becoming a global leader in large scale generative AI models and more on practical AI applications.

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          by Stephen Chow , Nan Liu , Marco Yau | 30/04/2024

          Embracing Disruption

          Will China’s economy regain its roar in the Year of the Dragon?

          The Year of the Dragon will not eliminate the headwinds China has faced. But with policy responses getting into gear, market sentiment may finally recover.

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          Embracing Disruption

          How to sustainably quench the thirst of data centres?

          Investments in sustainable water cooling solutions are needed to quench data centres’ increasing thirst.

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          by Christian Zilien | 18/12/2023

          Interpreting China

          Chinese equity markets – opportunities in difference

          China A and H shares offer two routes to accessing the growth of Chinese corporates. Shao Ping Guan, Senior Portfolio Manager, takes us through some of the nuances.

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          by Shao Ping Guan | 23/11/2023

          Interpreting China

          Interview with Shao Ping Guan

          Shao Ping Guan joined Allianz Global Investors in late June and he officially took up management of the China A Shares and All China Equity strategies, as the lead portfolio manager, from July.

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          by Shao Ping Guan | 25/10/2023

          Takeaways from our Investment Summit in Hong Kong

          Conviction in a time of uncertainty

          How can investors find a way through uncertainty around growth, interest rates, geopolitics and sustainability? Read ideas from our Investment Summit in Hong Kong.

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          20/10/2023

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