Distributor interview – Tobias Pross, Allianz GI
Tobias Pross, Allianz GI’s head of EMEA, considers the recent reinvention of his company, its massive expansion into alternatives, and answers the question: why hasn’t it changed its name?
Tobias Pross, Allianz GI’s head of EMEA, considers the recent reinvention of his company, its massive expansion into alternatives, and answers the question: why hasn’t it changed its name?
Holger Wehner explains why the Allianz Global Equity Insights fund is taking a contrarian stance, being overweight in a region that most investors currently find less than appealing.
Since Donald Trump’s election victory last week, a consensus has quickly been building among investors that US treasury yields will spike. And that US equities will benefit. Have markets been too quick in drawing their conclusions?
The once “unthinkable” prolonged period of low and negative interest rates may have even further to travel, according to the chief economic adviser to insurance giant Allianz.
The decision by the ECB to include investment-grade corporate bonds in its asset purchasing programme has led to a spike in issuance and to yields edging even lower. While this market response was anticipated by the central bank, its stimulus efforts threaten the viability of the asset class in the longer term .
In part two of this video interview, Marcus Stahlhacke tells us where he sees the best return opportunities going forward.
In part one of this interview, Marcus Stahlhacke, director of multi-asset strategies at Allianz GI, takes EIE’s Dylan Emery through his fund selection philosophy.
Below-trend growth, low inflation and high unemployment rates will lead central banks to postpone tightening monetary policy for longer than markets expect, according to Allianz Global Investors
Despite the EU rejecting a proposal to limit the variable pay of fund managers, the question of remuneration remains under the spotlight. By Will Jackson
A poll finds that more than half of European institutional investors do not expect higher interest rates until after 2015 a far greater proportion than in other regions, where respondents are braced for an earlier tightening of monetary policy
Affluent Europeans aged 50-70 consider inflation the biggest financial threat to their standard of living in retirement, a survey has found
Structural reforms have left the eurozone poised for recovery, according to Allianz Global Investors