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Read more Our firm Our firm What we do Our history Our culture Inclusion & diversity Corporate responsibility Art on climate Sponsorships & Partnerships People and places Our leadership team Our offices View All Insights Allianz Global Investors Academy Outlook & commentary Our blogs Sustainability Now The China Briefing Two-Minute Tech Investable Themes Navigating Rates Embracing Disruption Achieving Sustainability View All Insights Disruption. Change multiplies opportunity Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment. READ MORE Don’t downsize your dreams. Invest for tomorrow by navigating rising rates and inflation. READ MORE Insights Insights Allianz Global Investors Academy Outlook & commentary Our blogs Sustainability Now The China Briefing Two-Minute Tech Investable Themes Navigating Rates Embracing Disruption Achieving Sustainability View All Insights Capabilities Equity - China Investing Fixed Income Multi Asset Private Markets Digital Investment Solutions Development Finance Research risklab View all Capabilities AllianzGI - a pioneer in sustainable investing Read more Capabilities Capabilities Equity - China Investing Fixed Income Multi Asset Private Markets Digital Investment Solutions Development Finance Research risklab View all Capabilities Sustainability Sustainable investing Sustainability insights Policies and reporting Sustainability and Stewardship Report 2023 View All Allianz Global Investors Sustainability and Stewardship Report 2023 Our vision is to make sustainability tangible and target real-world solutions. Learn more in our Sustainability and Stewardship Report 2023. Read more Achieving Sustainability Our new blog: Sustainability Now Read our new blog for fresh takes on sustainable investing Read the latest post Sustainability Sustainability Sustainable investing Sustainability insights Policies and reporting Sustainability and Stewardship Report 2023 View All Press centre View All Press centre Press centre View All Careers Contact Us Global Global Select your location and role Select your location Select your location OK Sustainability and Stewardship Report 2023 Our vision is to make sustainability tangible and target real-world solutions. Learn more in our Sustainability and Stewardship Report 2023. Discover more Fixed Income Forward: April 2024 Markets are now pricing in only one or two 25bp cuts from the Fed in 2024, down from six or seven back in January, while a June rate cut from the ECB is also not guaranteed. Discover more How could climate change impact my expected portfolio returns? More extreme weather is making many investors ask how the potential impact on portfolios can be measured and mitigated. In this new series focused on the big questions for investors, risklab has three ideas for future-proofing your portfolio against climate change – without making radical changes. Discover more Active management offers solution to 60:40 struggles A major reset in bond yields has improved the outlook for the embattled 60:40” portfolio. But the active management that multi asset strategies can add on top of that baseline will be key to taking advantage of a diverging global economic outlook which will bring greater differences in asset performance. Discover more Disruption. Change multiplies opportunity Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment. Discover more Sustainable investing: five themes for 2024 Pragmatism is the watchword as we look forward to the topics that may shape sustainable investing in the new year. Here are the five themes to watch. Discover more 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. Discover more Print page Share page on Share on LinkedIn Share on facebook House View Q2 2024: Turning the corner What next for US interest rates? Our new quarterly House View publication explores the outlook for global markets and how investors might position for opportunities amid potential volatility. Discover more 10/04/2024 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. Discover more by Carlos Carranza , Evangelia Pournara | 07/05/2024 Navigating Rates Israel-Iran: what next? Iran’s direct action on Israel over the weekend has led to fears of further escalation. But in the absence of a full-blown crisis in the region – which is not our base case – we think the impact on financial markets will be contained. Discover more by Gregor Hirt | 15/04/2024 Sustainable ideas Insights on investing for real-world change. Introducing our Sustainability and Stewardship Report 2023 [Blog] Time up for toxic chemicals? [Blog] Biodiversity gains ground in England [Blog] How to make chocolate sweeter [Blog] Scaling up stewardship – the Chinese way How sustainable is your investment? [Blog] Finding a solution with impact [Blog] Avoided emissions: how investors can judge companies’ net-zero credentials From the transition of regulation to the regulation of transition [Blog] ESG is dead, long live ESG 2.0 [Blog] Explore all our articles Get to know Allianz Global Investors Allianz Global Investors is a leading active asset manager with over 650 investment professionals in 20 offices worldwide and managing EUR 533 billion in assets for individuals, families and institutions.* By being active and investing for the long term, our goal is to elevate the investment experience for our clients and generate value every step of the way. *Data as at 31 December 2023. Source: Allianz Global Investors Discover our investable themes Navigating Rates A dynamic approach is required as investors adapt to shifting interest rates, inflation expectations and exchange rates. Volatility will likely persist: while we expect monetary policy to become gradually less restrictive than in recent times, higher rates will likely uncover weak points as industries feel the impact of elevated borrowing costs. Visibility of how markets will develop remains limited, even in the short term, and expectations could be upended. But we are confident this environment also creates opportunities. Diversification is key – across public and private markets – and we have the ideas and expertise to navigate the complexity. Learn more Embracing Disruption We think it’s time to recast traditional definitions of disruption”. Once a story for the tech sector, disruption is now all-encompassing as artificial intelligence and other transformative technologies are used widely. While technology may be driving many of the changes, this new wave of disruption could shape many aspects of our daily lives. There are also geopolitical shifts to watch as China becomes preeminent in high-tech industries like electric cars and India positions itself as an emerging power. The implications of this new age...