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Tariff watch: is the US at an inflection point?
09 June 2025Investors are split on whether the US economy has weathered the worst impacts of the White House's tariff rollercoaster or if there could be more to come
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In defence of defence investments
05 June 2025AllianzGI clarifies its views on the interplay between defence investments and sustainable investments, and points the finger at the ambiguity of Article 8
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ECB to cut rates to 2%, investors predict
03 June 2025More cuts likely, though easing cycle may be close to end
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AllianzGI to support Alphabet shareholder proposal on AI-driven targeted advertising
02 June 2025Requesting an independent third-party human rights impact assessment of Google's AI-driven targeted advertising policies and practices
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M&G Investments launches European ex-UK equity fund
27 May 2025Firm opens strategy to external investors in response to client demand as investors rebalance away from US and towards Europe
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Allianz invests €100m to Emerging Africa & Asia Infrastructure Fund
22 May 2025As part of wider $325m funding round, led by AllianzGI
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Is the future of equities in the Old World?
21 May 2025The US has been the king of equities for a long time - but recent policy has made that crown unsteady. Is Europe about to accede?
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AllianzGI backs Meta AGM proposal to phase out dual-class share structures
20 May 2025Also backs proposal to give greater visibility to the views of minority shareholders
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Investors are overlooking India, AllianzGI says
15 May 2025As world's largest democracy set to benefit from relocation of Apple's iPhone assembly operations
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Investors face US dollar currency risk, AllianzGI says
15 May 2025Global CIO multi asset says gold will continue to "shine" as safe haven