Allianz Global Investors

A recent rally in European stocks at the same time as an under-performance of their US counterparts has underlined a change in momentum in equity markets. Gregor Hirt and Andreas de Maria Campos explain the opportunities in equities and fixed income and how the dramatic turnaround underlines the importance of a diversified and agile approach that may be achieved by investing in a multi asset portfolio. Click to read ?? #NavigatingRates | Gregor MA Hirt | Andreas de Maria Campos, CFA, CAIA

AllianzGI′s new Head of Infrastructure Marta Perez will speak next week at the Infrastructure Investor Global Summit in Berlin. Find out more in the panel with Marta Perez on how infrastructure investors can strategically tackle the trend of deglobalisation. Furthermore, the panel will explore how institutional investors can assess the most significant deglobalisation-linked risks to private infrastructure investment. ?? Visit us at Booth #1, Hotel Hilton, Berlin ?? Gain insights from Marta Perez Panel at Global Investor Forum: March 18 (Main Day 1) at 11:50 CET ?? Make an appointment with our investment specialist: https://ow.ly/JP8m50Vgy1f or join us for our evening networking event at the Allianz Forum on 17 March by contacting us at [email protected] Claus Fintzen | Edouard Jozan | Igor Lukin, CFA | Maria Lucia Aguilar-Wittmann | Tilman Mueller | Cristina Rotariu | Alexander Schmitt #Infrastructure #PrivateMarkets #Deglobalisation #InfrastructureDebt #InfrastructureEquity #IIGS Investing involves risk. For fund distributors and professional investors only.

High-yielding opportunities in frontier markets may appeal to investors equipped with local knowledge and risk management, especially as these sovereigns may fly under the White House's "tariff radar". But the US may yet create challenges by cutting overseas aid and taking a tough new approach to organisations such as the World Bank. Read our latest EMD update: ?? https://ow.ly/17G350VeOBB #navigatingrates

Unlocking the power of AI agents to scale generative AI Currently, we are seeing the rapid development of so called “agentic AI” applications, that are more capable of acting autonomously by analysing information and devising solutions without constant human input. We believe this represents the start of the first big wave of the monetization of AI technology. Read the latest investment perspective on the potential beneficiaries of Agentic AI: ?? https://ow.ly/CXHU50VeE0y #disruption #AI

A combination of softer-than-expected US data and an unprecedented fiscal package in Germany have flipped around growth expectations for the US and Europe. While 10-year US Treasury yields have fallen since the start of the year, in early March 10-year Bund yields saw their largest one day jump since German reunification. The spread between 10-year reasuries and Bunds fell to its the lowest level since mid-2023, while euro investment grade credit and European equities outperformed their US counterparts year-to-date. Ranjiv Mann, Senior Portfolio Manager Core Fixed Income, shares his views on potential opportunities in this environment ?? #navigatingrates

At AllianzGI, we're taking ongoing action for gender equality not just on #InternationalWomensDay, but every day. We strive to foster a collaborative environment where everyone can thrive through strong partnerships with our female colleagues. We believe that supporting women's contributions and leadership strengthens our firm and fosters innovation. Our goal is to make allyship a core value, deeply integrated into our culture and daily practices. #IWD2025 #GenderEquality #Collaboration #AllianzGI #ThriveSideBySide

To navigate the complexities of the modern economy, it is crucial for companies to foster a diverse and inclusive work environment. We believe that diversity of minds leads to more innovation, higher resilience, better decisions, greater customer focus and ultimately better business results and performance, which directly benefits our shareholders. Through our leadership roles in the 30% Club Investor Groups in France and Germany, we help our investee companies foster a strong pipeline of talent. Find out more about our involvement in the 30% Club Investor Groups Germany and France in the latest article of our Sustainability Now blog ?? https://ow.ly/H4ga50VcGkW #SustainabilityNow #Diversity | Marie-Sybille Connan

We are hiring a Senior Cybersecurity Specialist (f/m/d) in Hong Kong or Frankfurt. As part of our Core IT Services department, you’ll play a key role in cybersecurity and network operations, ensuring a secure IT infrastructure for our business. Working with colleagues across Europe, Asia, and the U.S., you’ll help protect and strengthen our global security landscape. Ready to make an impact? Join us! ?? https://ow.ly/n2Si50V8Yyq #Cybersecurity #NetworkSecurity #Hiring #AllianzGI

What's ahead? Common parlance holds that when the honeymoon phase is over, reality kicks in – and a similar observation can be made about the relationship between investors and the new US administration. For investors, it is time for an interim stock take after the first few weeks of the new US administration. And Stefan Rondorf, CFA has the details ?? #navigatingrates

?? Last week we had the pleasure of hosting 40 students from Bayes Business School in our Frankfurt office. Roxane Zander, Business Manager and former AllianzGI graduate, kicked off the event with an interactive overview of AGI systems and career opportunities for students. Dr. Hans-Joerg Naumer, Director Global Capital Markets & Thematic Research, gave an insightful presentation on capitalism, populism and democracy, followed by Manishe Sina, Head of FI & FX Trading Europe, who immersed the students in the world of trading with a fantastic trip to the trading floor. Sebastian Lukas, CFA, CFDS, Portfolio Manager, delivered the icing on the cake with his dynamic presentation on multi-asset selection. ?? Many thanks to the organizers Hartwig Kos, PhD, CFA, Steffen Winterholler and Victoria Ivanova. Already looking forward to more days of fun, learning and investment magic! ?