Allianz Global Investors

Following a decisive election result in the US, investors in emerging market debt are navigating a rise in US Treasury yields as markets anticipate a range of policy measures from the incoming administration, which will create both risks and opportunities. Click to read more ->https://lnkd.in/evaFgYsE #EmergingMarkets | Giulia Pellegrini

With megatrends like artificial intelligence and “Digital Darwinism” disrupting the business landscape, the tech sector is poised to remain a key driver for equity markets and a crucial element in client portfolios in the decades to come. Jeremy Gleeson, CIO Global Tech Equity at AllianzGI, shares why avoiding short-term fads is crucial and where he sees opportunities in the tech space righ now. ?? https://ow.ly/q0Ak50Uf5tt

*How to unlock value through tailored financing* Marta Perez, Head of Infrastructure Debt in the Americas, explores in an interview with Insurance Investor the advantage of flexible structuring in infrastructure debt and what it means in today’s market. Marta talks about why companies should differentiate themselves from the rest of the market, how to navigate complexities, the opportunities, challenges and trends shaping the future of infrastructure investments and more. "As infrastructure continues to transform, we are targeting new technologies that align with global trends in sustainability, digitalisation, and energy transition”, she says. Read the full interview here:?https://ow.ly/7YMA50UeOo3 #PrivateMarkets #Infrastructure *For professional investors only. Investing involves risk. Marketing communication.

The only way is up, but for how long? Read the latest 'Fundamentally Thought-provoking' quarterly perspectives by our Head of Mult Asset Fundamental Investing Hartwig Kos, PhD, CFA. Listen to the author's personal note: https://lnkd.in/e2tjfYgW? Direct access: https://ow.ly/EeFt50UeFxT #multiasset #perspectives

What are currently the main trends that can be observed in indirect infrastructure equity? And how do they impact the investment strategy? ?? Listen to Maria Lucia Aguilar-Wittmann and Tilman Mueller, Co-Heads Infrastructure Fund & Co-Investments, sharing their insights into the current investment environment. #privatemarkets #infrastructureequity #infrastructure *For fund distributors and professional investors only*?

In 5 years from now, no one will ask about ESG but about the impact an investment has made, says Nadia Nikolova, Head of Development Finance & Impact Credit at AllianzGI, based in Zurich. Under her leadership, the team makes impact every day and has positioned AllianzGI as front-runner on impact focused debt strategies, managing over EUR 3bn in commitments across blended finance and direct lending. The most recent addition to the strategies – our European impact private credit strategy aims to finance solutions driven companies tackling society’ and plant’s major challenges; mobbing the conversation in sustainable investing beyond ESG. “Impact investing goes beyond the conventional ESG framework by concentrating on companies that produce solutions. With a rising interest in impact credit, this approach offers a novel solution to pressing global issues, funding businesses that achieve both robust financial returns and significant & measurable social and/or environmental impacts.” Find out more about the impact private markets can have in this roundtable discussion Nadia joined:?https://ow.ly/Lamk50U2Zal? ?? Meet Nadia at Private Equity International ’s Women in Private Markets Summit in London taking place on 4-5 December ?? https://lnkd.in/dtSpBDjg #privatemarkets #womeninprivatemarkets #impactinvesting Investing involves risk. Marketing communication

Your next DIY project may be powered by AI. In the competitive home improvement industry, the biggest players are using AI to get ahead. We’ve uncovered how the top retailers are using AI-powered apps, digital twins and even robots to improve customer experience and drive growth. ???https://lnkd.in/eRfABSnF #disruption #AI #trends

?? Allianz recognized as one of the Top 25 Best Places to Work globally ?? We're excited to announce that for the first time, Allianz has been ranked #17 among the Top 25 Best Places to Work in the world! ?? As part of the Allianz Group, Allianz Global Investors (AllianzGI) is thrilled to share this moment of pride. We are especially excited to highlight that three AllianzGI locations received Great Places to Work certification earlier this year! This accomplishment is a testament to the dedication and passion of our teams worldwide. At AllianzGI, we focus on shaping careers and fostering lifelong learning. Our commitment to unlocking potential empowers employees to excel today and shape tomorrow with confidence. Together, we create an inclusive workplace where innovation thrives and meaningful impacts extend beyond the office to society and the planet. ? Learn how you can be part of our thriving workplace culture: https://ow.ly/s4cZ50U977n. #AllianzGI #AllianzGroup #GreatPlaceToWork #WorkplaceCulture

Global CIO Equities Virginie Maisonneuve, CFA, MBA joined Bloomberg China Open this morning in Hong Kong. They explored the potential market impacts of Trump's return to office, focusing on tariff policies and their implications for inflation, global supply chains, and economic growth. ? Virginie stated that the impact of tariffs on inflation can be more pronounced in the US, while European and Chinese growth may suffer, depending on the scale and timing of these tariffs. In light of increased market uncertainties, active portfolio management is vital for identifying quality investment opportunities across diverse styles, themes, and sectors. ? In Asia, Virginie said, she sees opportunities in China's long-term innovation potential, supported by attractive valuations and a focus on pension reform. Vietnam and Malaysia are benefiting from the oval Supply Chain redesign etc., while Indonesia and the Philippines may lower rates thanks to strong balance sheets. Additionally, India stands out as a neutral market between China and the US, offering demographic advantages and appealing stock opportunities despite perceived high valuations. ? #USTariffs #Inflation #Growth #Asia #China #India?

?? Unit Trust Administration Specialist – Join Us in Taipei?? As part of our Unit Trust Administration team in ?? Taipei, you’ll handle daily distribution operations, ?? process ETF fund transactions, ??? maintain client records, and ? ensure regulatory compliance. Work closely with ?? sales teams, ?? investors, and ?? financial institutions to deliver seamless operations. ?? Apply now and take the next step in your career with us! https://lnkd.in/eM-PWUCF #AssetManagement #ETF #FinancialServices