Industry news and views from Panacea and our partners.
Allianz Global Investors
Allianz Global Investors: In a world of cheap bond markets, gilts stand out
The underperformance of gilts over the first half of 2023 was initially driven by accelerating core inflation in the UK, at a time when core inflation rates had already been receding in many other countries.
Allianz Global Investors: The China Briefing - Expectations of China’s growth trajectory
China’s growth will likely continue to surpass most Western economies. A range of 3-5% seems likely in the coming years
Allianz Global Investors: 2024: a strong year for emerging market debt?
From the likely end of interest rate rises in the US to improving economic data – we see reasons to be bullish about the outlook for emerging market fixed income in 2024. We explain six reasons why we’re expecting double-digit returns for the asset class.
Allianz: Should investors believe in a soft landing?
A “soft landing” scenario that avoids recession is now the consensus call for the US economy. What do previous recession-resistant rate cycles tell us about the likelihood of a favourable outcome this time around?
Allianz: 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.
Quilter Cheviot: Autumn Statement Damp Squib
We are joined by Ian Cook, Financial Planner, to discuss the what little news there was from the Autumn Statement. We also delve into the world of financial planning and discuss some of the hand-holding that investors inevitably need on their investing journey.
Allianz: Outlook 2024: Targeting opportunities
A new investment environment is emerging with opportunities that may not have existed in years. Uncertainty remains high, but the good news is, in 2024, investors may be rewarded for taking risk again.
Allianz: The pillars of premium brands’ price-setting power
Thanks to their price-setting power, premium and luxury brands can offer compelling investment opportunities, even in high inflation environments.
Allianz Global Investors: Artificial Intelligence as a crosstopic driver in Thematica strategy
Discover the growth prospects artificial intelligence is adding to our Thematica strategy and how investors can benefit from AI-driven structural shifts.
Allianz Global Investors: Why we think UK gilts offer good value now
In a world of cheap bond markets, gilts stand out.
Allianz Global Investors: China’s diverging bond and equity markets
China’s sovereign wealth fund increased its stake in the biggest banks this week for the first time since 2015.
Allianz Global Investors: Conflict adds to Middle East uncertainty
A sudden flare-up in violence between Israel and Hamas has left more than 1,500 people dead and re-ignited the longest-running conflict in the Middle East. The resulting geopolitical uncertainty may spark higher oil prices.
Allianz Global Investors: Making investment count
Investors have been discussing more on a structural topic on China about its high investment to GDP ratio and the corresponding payoff of this vast investment.
Allianz Global Investors: Pet longevity: lengthening the life span of our furry companions
With ever-aging pets, investments in innovators that help protect pets’ quality of life can offer opportunities to participate in pet care market's growth.
Allianz: Is there anything positive about China?
After the last two weeks of turmoil in the property sector, Chinese policymakers have reacted with a number of announcements, hoping to provide much-needed support to the market.
Allianz: Disruption – opportunities in change
Read how disruption is creating opportunities through change, for both corporates and investors, across a range of industries and sectors.
Allianz: Silver lining: how a recession may help economies and investors reset
We think recession is a real prospect and while any downturn creates challenges, it may offer potential entry points for investors.
Allianz: China: what’s behind the headlines?
Here we look beyond the headlines to provide a more comprehensive assessment of the economy and conclude this is not the “sudden stop” scenario some have suggested.
Allianz Global Investors: Is China getting into balance sheet recession?
Many market participants breathed a sigh of relief over the softer US core consumer price index (CPI) inflation print for June.
Allianz Global Investors: Addressing water storage gap
Learn how investments in enablers and beneficiaries of sustainable water storage solutions can offer attractive opportunities.
Allianz Global Investors: ChatGPT: a disruptive force for investors
ChatGPT and generative are set to impact many industries. Read what investors need to know.
Allianz Global Investors: The China Briefing - Where’s the consumer
China has actively reengaged with prominent figures from the West, toning down the Sino-US geopolitical tensions would be an important market driver.
Allianz Global Investors: Renewable energy: the 2050 remix
While last year was transformative for renewable energy, fossil fuel subsidies and interest rate rises pose a threat to the future renewable energy mix.
Allianz Global Investors: The China Briefing - China’s extend and pretend
It has been an uncomfortable period for investors in China. After a bright start to the year, both onshore and offshore markets have given up their gains as doubts about the economic recovery have increased.
Allianz Global Investors: Private markets: three ideas for 2023
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.
Allianz Global Investors: The China Briefing - Waiting for the consumer
Financial markets are clearly losing confidence in China’s economic recovery. This doesn’t go just for equities – in recent weeks China’s government bond yields have declined, the currency has been weaker and the prices of many commodities, including iron ore and copper, have also fallen.
Allianz Global Investors: Impact private credit: investing beyond the bottom line
Investors can help to address some of the global economy’s most pressing challenges through impact private credit, an emerging asset class focusing on a broader perspective of business value than profits to incorporate people and the planet.
Allianz Global Investors: Gender diversity: fixing the pipeline
Our experience of active engagement with companies tells us that efforts to increase female representation must be holistic rather than solely focused on leadership roles.
Allianz Global Investors: The China Briefing - The unsatisfying rebound
April was a frustrating month for investors. While the economy is clearly recovering, the equity markets are not – for now at least.
Allianz Global Investors: US banks: five factors to watch after First Republic’s collapse
As other banks make the headlines, there might still be stress ahead – and we identify five factors to monitor in the months ahead, including a heightened risk of digital bank runs.