The global infrastructure investment requirement across the energy, communications, transport and water sector is huge. There is an urgent need for better energy grids, railways services, and more digitalization. Investment in infrastructure is an investment in the future drivers of economic and financial performance.

Markets have fallen sharply as US reciprocal tariffs raise fears of stagnating growth, rising inflation and the unravelling of three decades’ worth of economic consensus. How are we as investors responding?

In our previous note, we outlined the reasons why we believe India warrants a premium valuation among global equity markets. Since then, India’s relative valuations have fallen to an all-time low. Given this sharp pullback, we want to articulate why we see a potentially compelling entry point for investors.

In a world at a crossroads, multi asset can help investors navigate the way forward. A multi asset approach is designed to maximise potential gains and minimise risks and also offers a simple and effective solution to diversification.

When it comes to sustainability, detail is everything. That’s why we have a dedicated team of investment experts who meticulously interrogate stocks before we select them.

Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.

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