Yuming Pan, Manager of the Allianz Total Return Asian Equity Fund, explains the main drivers behind the recent Asian equities market rally, as well as giving his outlook for small- and mid-caps, and China’s future growth. In addition, he provides an update on his fund’s current positioning and investment strategy.
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK government bonds market post-Brexit and assesses its future prospects, as well as giving his outlook for global fixed income markets and yields movements. In addition, he provides a brief analysis of the impact of Brexit and Bank of England’s consequential monetary easing measures.
Mike Riddell, fixed income portfolio manager at Allianz Global Investors, reviews the performance of the UK economy and assesses its future prospects, as well as giving his views on whether inflation and interest rates will rise. In addition, he provides an analysis of term premium, and explains its impact on government bonds.
Introducing the Allianz Strategic Bond Fund; Mike Riddell, manager of the Allianz Strategic Bond Fund, introduces the strategy as well as explaining what makes it part of the next generation of strategic bond funds.
Understand. Act. This two-word philosophy is at the core of what we do. To stand out as the investment partner our clients trust, we listen closely to understand their needs, then act decisively to deliver solutions. We are a diversified active investment manager with a strong parent company, a culture of risk management and more than EUR 435 billion in AUM. With 25 offices in 18 countries and over 550* investment professionals, we provide global investment and research capabilities with consultative local delivery.
Data as at 31 March 2016 (*Data as at 31 December 2015.)