The accepted notions of ‘risk’ many allocators use when investing in emerging markets is antiquated, says Andreas Utermann, global chief investment officer of Allianz Global Investors.
Focusing on tactical asset allocation in today’s markets works no more, and investors must “focus on secular themes and stick with them” instead, according to Andreas Utermann, global CIO of Allianz Global Investors.
James Dilworth, new CEO at Allianz Global Investors Europe explains plans to overcome challenges facing the industry and its clients.
Eurozone interest rates should fall, while those in the UK, US and Japan are set to remain at record lows for the foreseeable future, according to the latest Global Strategic Outlook from Allianz Global Investors.
Allianz Global Investors has warned the mixture of global quantitative easing by governments and risk avoidance by investors has pushed fixed income instruments with medium- to long-term maturities to “significant overvaluation”.
Europe’s investors are integrating environmental and social governance rules into their investment approach more than US and Asian counterparts, which may be benefiting their portfolios, research by institutional manager RCM shows.