Nos Publications

Analyse Maison T2 2024 - Négocier le virage

Quel avenir pour les taux d’intérêt américains ? Notre nouvelle publication trimestrielle Analyse Maison explore les perspectives des marchés mondiaux et la manière dont les investisseurs pourraient se positionner pour saisir les opportunités dans un contexte de volatilité potentielle.

Achieving Sustainability

Scaling up stewardship – the Chinese way

China has a distinctive corporate landscape with state-owned enterprises and companies with large single shareholders. Does this mean engaging with Chinese companies requires a customised approach?

Achieving Sustainability

Avoided emissions: how investors can judge companies’ net-zero credentials

Investors can turn to “avoided emissions” – the positive impact of a more sustainable product or service – to assess which potential investments can make the most significant contribution to achieving the net-zero mission.

Embracing Disruption

Valuing the invisible - addressing groundwater overuse with sustainable solutions

Learn how investments in natural water storage monitoring and management solutions can help addressing actual and future groundwater-related challenges.

Navigating Rates

Interesting rates: What can bonds tell multi asset investors about the future?

Bond markets don’t just guide fixed income decision-making. They can help with investors’ broader allocation decisions by offering insight into a range of different asset classes. With yields down sharply in recent months, which assets could be poised to benefit?

Disinflation trends vs depletion of excess savings

Despite a rollercoaster few years in terms of global macroeconomic performance – and ongoing geopolitical uncertainty – one area which has proved particularly resilient is consumer spending.

Achieving Sustainability

How investors could make a positive impact with private credit

Impact private credit may offer attractive opportunities for institutional and professional investors looking to combine financial returns with a positive environmental and social contribution. At Allianz Global Investors (AllianzGI), private credit specialists and impact experts work hand in hand to achieve this.

Embracing Disruption

From pause to progression - Renewable energy to regain ground?

Despite some setbacks in 2023, global additions to renewables witnessed a robust growth also driven by COP 28's pledge to triple renewable energy capacity.

Embracing Disruption

European Equities Outlook 2024

The past year turned out differently to how many predicted. Indeed, 2023 was a good year for stocks, with double-digit performance for most segments.

Parrainages et partenariats

Responsabilité d'entreprise

Rapport sur la durabIilité et l’engagement 2023