Allianz Global Investors

Discover opportunities to invest in tomorrow’s infrastructure. At AllianzGI, we know the critical role infrastructure plays in shaping the future. The world faces a USD 94 trillion investment need before 2040 across key sectors like energy, water, and communication. With over EUR 50bn in AuM across our infrastructure platform, we are one of the leading players in the market. We're here to guide you every step of the way, ensuring long-term, balanced investments, from beginning to maturity. -> Be part of the journey at ?? https://ow.ly/BkGI50VnaEK ?? Investing involves risk. *For fund distributors and professional investors only. Marketing communication.*

Imagine a world where your morning coffee is brewed by AI, your commute is powered by smart grids, and your workday is connected through lightning-fast fibre networks… The pandemic showed us just how crucial digital infrastructure is, and how we rely on it every day. In the last 15 years, the number of internet users has more than doubled, and global internet traffic has skyrocketed twenty-fold*. Yet, many rural areas still struggle with high-speed broadband. But this is not the only challenge. As data becomes a big player in our daily lives and work, the demand for storage and processing power in data centers is booming accordingly, opening up exciting investment opportunities. But with great “power” comes great responsibility! The digital sector’s energy consumption is rising and to prepare for this transition, our current infrastructure needs to be modernised and reformed to supply the new demand accordingly. Find out more here: https://ow.ly/hKoi50Vm9oO #Infrastructure #Privatemarkets *International Energy Agency https://ow.ly/T9BK50Vm9n0 **For fund distributors and professional investors only. Investing involves risk.

Buy that epic dip? Hartwig Kos, PhD, CFA shares his thoughts in the latest 'Quarterly perspectives' publication, shedding some light on the aspect of getting the timing just right for a re-entry point ?? #Fundamental #MultiAsset

*Six reasons why investors should dip their toes in Water Infrastructure in 2025* While the supply-and demand gap for water is well understood, and water as a theme has evolved from a sustainability niche into a more wildly adopted investment pillar, the market appears not yet to have priced in the upcoming tailwind potential. #worldwaterday #WWD25 Andreas Fruschki, CFA | Christian Zilien, CFA

Water is one of the world’s most essential resources and access to clean drinking water is necessary for all human life, yet millions of people live without it. In solving this growing global challenge, water pricing must be addressed. ?? Tap here: https://ow.ly/zyeT50VmjSN #sustainabilitynow | Mélissa Bourassi | Guirec Thouement #WWD25 #worldwaterday

We're hiring a Procurement Officer! ?? Join our APAC sourcing and procurement team in Hong Kong, where you'll play a key role in IT procurement, handling RFP coordination, price negotiations, contract management, and more. If you're passionate about optimizing vendor management and supporting global operations, we'd love to hear from you! https://lnkd.in/efRbaXct #Hiring #Procurement #HongKong

?? “It starts here” is not only the theme of our new infrastructure campaign. It also marked the beginning of the #IIGS 2025 in Berlin where clients and colleagues could see the new advertising on billboards around the venue. ?? At the Infrastructure Investor Global Summit, which took place from 17-20 March, our colleagues shared their insights and expertise not only on several panels and interviews but also at our evening reception with a very special view to the Brandenburg Gate. ?? This year's conference was again full of interesting conversations with our clients and lots of invaluable networking opportunities at our booth where our colleagues from investment and distribution jointly presented the offering of our infrastructure platform. ?? Many thanks for the great collaboration and conversations! Looking forward to seeing you in 2026. Infrastructure Investor | Dr. Wilhelm Ruprecht Marta Perez | Claus Fintzen | Edouard Jozan | Lucie Bernatkova | Cristina Rotariu | Maria Lucia Aguilar-Wittmann | Igor Lukin, CFA | Alexander Schmitt | Tilman Mueller #Infrastructure #PrivateMarkets #PrivateDebt #ImpactInvesting #EnergyTransition #DigitalInfrastructure Investing involves risk. For fund distributors and professional investors only.

We think U.S. policies have become less business supportive lately. The tariffs imposed by President Trump on U.S.’s trading partners are negative for global merchandise trades. The deportation of illegal migrants and layoffs of federal workers have also hampered market sentiment and weakened the U.S.’s growth and inflation outlook. As a result, consumer confidence indicators have deteriorated, casting doubt over the sustainability of “U.S. exceptionalism.” The market expectations for the Federal Reserve’s policy rate cuts have also been revived to three cuts (from one cut) before year-end… Read more in “The Week Ahead” ?? #navigatingmarkets | Christiaan Tuntono

Austria: Fibre roll out for underserved areas Digitization requires digital infrastructure which despite its importance today is often underdeveloped, particularly in rural areas. As Europe continues to see rapid growth in household bandwidth requirements and fibre adoption, Austria has lagged peer nations so far. Therefore, the roll out of the new ?FIBER fibre-to-the-home (“FTTH”) broadband network by ?GIG since 2019 with a focus on municipalities with less than 5,000 inhabitants has been a deeply needed push to the further digitization of Austrian consumers and businesses. With a near-term target of more than 500,000 households by 2030 ?GIG will play a key role to tackle the experiencing rapid increases in Austrian bandwidth demand and increasing strain on the existing infrastructure. #infrastructure #privatemarkets #realassets ?sterreichische Glasfaser-Infrastrukturgesellschaft (?GIG) Allianz * For professional investors only. Investing involves risk. Marketing Communication

Are you curious about the recent surge in European stock markets? Dive into our latest analysis to uncover the key factors driving Europe's economy in a shifting world order. From the narrowing valuation gap between US and European stocks to Europe's strategic investments in defense and technology, Virginie Maisonneuve, CFA, MBA and Christoph Berger share what investors should keep in mind. Key points: ?? The impact of US market sentiment and policy shifts ?? Europe's growing sovereignty and defense investments ?? Technological advancements and potential investment opportunities in Europe ?? Insights into the long-term potential for equity investors Don't miss out on this comprehensive overview that compares Europe's resurgence to a beehive, where collaboration leads to impressive results over time. ?? Read the full report now and adopt the stock-picker mind set to make the most of the emancipation of Europe. #EuropeanMarkets #disruption *For professional investors only. Investing involves risk.*