Archive

  • Are the Magnificent Seven the only tech game in town?

    22 January 2025

    AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point

  • The win/win/potential 'lose' of insurers expanding their affiliated AMs

    22 January 2025

    Not every stakeholder wants CEOs to keep enormous AMs in their stables

  • AllianzGI raises €1.5bn for debt secondaries fund

    14 January 2025

    In final close

  • AllianzGI invests RMB 284m in Chinese private pension firm

    10 December 2024

    Takes 2% stake in Guomin Pension & Insurance Company

  • ECB to stay rates course with 25bps cut this week, AllianzGI says

    09 December 2024

    Michael Krautzberger expects gradualist approach until US trade policy becomes clearer

  • Private credit markets hit $3trn, report finds

    22 November 2024

    Allianz GI and Pemberton and Apollo among insurance managers informing new research

  • "Boring" UK politics positive for equities, AllianzGI says

    06 November 2024

    Insurer affiliate is "very positive" on equities as UK market valuation historically low

  • The art of fishing in more than one pond at F&G

    16 October 2024

    Chief investment officer Leena Punjabi discusses the US insurer's investment strategy, its partnership with Blackstone, and where the investment opportunities currently lie.

  • Affiliate managers outline biodiversity expectations for COP16

    10 October 2024

    Axa IM hopes for tools and guidance to translate sector-agnostic GBF targets into clear priority actions and to help investors integrate biodiversity challenges

  • Expect structural volatility to return in 2025, AllianzGI says

    01 October 2024

    Overly-aggressive market rate cut expectations may trigger repricings, manager says