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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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Fed will hold rates this week, AllianzGI predicts
06 May 2025Affiliate expects downward pressure on dollar and still favours US yield curve steepeners
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Treasury yield spikes may reflect investors' economic downturn fears, AllianzGI says
11 April 2025Yield increases "counterintuitive" alongside equity volatility
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AllianzGI still favours yield curve steepeners amidst trade uncertainty
11 April 2025Affiliate expects ECB to cut rates 25 bps at 17 April meeting
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AllianzGI shakes up CIO team
09 April 2025Michael Krautzberger, Jenny Zeng and Michael Heldmann take on new roles as Deborah Zurkow and Virginie Maisonneuve exit
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US/Europe economic outlooks trade places, AllianzGI says, favours curve-steepeners
18 March 2025Firm's global CIO fixed income says "market euphoria" following November's US elections now a "distant memory"
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Fed to hold rates and ECB to cut next week, AllianzGI says
24 January 2025And favours curve steepeners in both the US and Germany
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ECB to stay rates course with 25bps cut this week, AllianzGI says
09 December 2024Michael Krautzberger expects gradualist approach until US trade policy becomes clearer
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Poor fixed income investment outlook for Europe in 2025, AllianzGI says
05 December 2024Michael Krautzberger says US tariffs and policy uncertainty combine with political uncertainty in Europe, on the day France ousted its prime minister
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Expect structural volatility to return in 2025, AllianzGI says
01 October 2024Overly-aggressive market rate cut expectations may trigger repricings, manager says
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