Matt Christensen & his team reflected on the global challenges facing investors over the past year’s developments in sustainable and impact investing. Watch our new series 'Sustainability Debrief', where Matt addresses the questions our clients ask to stay ahead in their susatinable investing journey. Here are the five themes to watch in 2025: 🔸 Climate transition 🔸 the'big moment of truth' (regulatory & reporting requirements) 🔸 sovereigns' climate commitments 🔸 investing for defence 🔸 modern workforce Read more: https://ow.ly/q7cO50UJYRU #Sustainability #Disruption
Allianz Global Investors
Financial Services
Global economic insights & corporate news by Allianz Global Investors.
About us
At Allianz Global Investors, we are at the forefront of investing because we are always looking for new ways to create value for our clients. Drawing on our breadth of capability as an active asset manager, we build tailored investment solutions for distribution partners that support investors’ goals and ambitions. Follow us for global economic insights, thought leadership, corporate news and more information on careers at Allianz Global Investors. Disclaimer: https://www.allianzgi.com/social-media Allianz Data Privacy Statement: https://www.allianz.com/en_GB/privacy-statement.html LinkedIn Privacy Policy: https://www.linkedin.com/legal/privacy-policy LinkedIn General Terms: https://www.linkedin.com/legal/user-agreement
- Website
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http://www.allianzgi.com
External link for Allianz Global Investors
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- worldwide
- Type
- Public Company
- Founded
- 1998
- Specialties
- Active Asset Management
Locations
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Primary
25 Offices
worldwide, OO
Employees at Allianz Global Investors
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Matt Christensen
Global Head of Sustainable and Impact Investing at Allianz Global Investors
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Stefan Nixel
Chief Investment Officer, Multi Asset Asia Pacific, Managing Director at Allianz Global Investors
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Nikunj Jinsi
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David Boval
Assistant Vice President - IT User Services Manager at Allianz Global Investors
Updates
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Co-investments in private debt – partnership pays off According to PDI, more than 40% of investors plan to pursue co-investment opportunities in the next 12 months*. This is the highest figure PDI has ever recorded, highlighting the growing significance of this space. Within the private equity space, co-investment opportunities are well-known among institutional investors for their potential upside and lower fees in comparison to traditional fund structures. In private credit, the thesis of enhanced economics that co-investments offer to investors holds true as well, complemented by an increased deal flow and a rising number of GPs seeking to handle higher transaction volumes and build strategic partnerships with LPs. ➡️ Cooperation is a prerequisite for co-investment opportunities, which are often a result of trusted partnerships between asset managers and large primary investors with capabilities and expertise to execute on such deals. Investors make co-investments either alongside a fund in which they are invested in, or independently of a fund, typically benefiting from their scale advantages while diversifying their portfolio. ➡️ Institutional investors may face several barriers to entry for co-investments, including the speed required for deal execution, staffing constraints, and constrained deal flow. Not every investor has the in-house resources necessary for quick investment decisions. Additionally, co-investment opportunities are typically offered to a select group of large investors, making it challenging for smaller investors to participate. ➡️ Co-investments, similarly to secondaries, can significantly enhance a portfolio not only by offering higher net returns to LPs but also by enabling rapid capital deployment. Moreover, participating in co-investments can help strengthen existing and establish new relationships with the GPs, simultaneously unlocking unique access to deals and bolstering returns through better economic turns. *https://ow.ly/YQUx50UFrMP *For fund distributors and professional investors only. Investing involves risk. Marketing communication. #PrivateMarkets #PrivateDebt | Alexander Schmitt
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Today, ahead of Trump's inauguration, Christiaan Tuntono, Senior Economist for APAC, joined CNBC Asia's Street Signs to discuss the potential tariff risks and the broader outlook for the Asian economy. As the market anticipates Trump’s announcements regarding tariff hikes on Chinese and global imports later today, Christiaan highlighted that these protectionist measures will be disruptive on China’s US-bound exports and the US’s trade flows with the rest of the world. He noted that the impact of upcoming tariff hikes has already been seen as the front-loading of China’s exports to the U.S. in 4Q24 shall lead to weakened export momentum this year. Moreover, Christiaan pointed out that cross-border direct investment flows will also be disrupted, as manufacturers struggle to locate direct investment destinations to be least affected by the rise of Trump’s protectionist measures. Countries like Vietnam and Malaysia, which have been the “export conduits” for China, may also feel the impact, posting additional risks for Chinese manufacturers considering relocation outside of China, which we think shall reduce the foreign direct investment flows within Asia. On the currency front, Christiaan anticipated the Chinese Yuan (CNY) to weaken against the U.S. dollar, though at a lesser extent as was seen during the prior trade war (2017-2019). Christiaan said it is difficult to pinpoint the extent of CNY depreciation likely to be seen this year as it is a function of the timing and intensity of Trump’s protectionist measures to be launched in 2025. That said, he expected USDCNY to rise above 7.5 by end-2025 and think further upward movement will be increasingly intervened by the authorities. Regarding monetary policy, Christiaan commented that the rooms for easing by Asian Central Bank is being restrained by the scale-back of Fed policy rate cut expectation and USD strength. In China, he believes the People’s Bank of China (PBOC) still faces pressure to lower interest rates, especially the Loan Prime Rate, to support the property market and stimulate domestic demand. While no changes were made in January, he said that there could be opportunities for adjustments in the coming months, though the timing would need to be carefully chosen to avoid excessive exchange rate volatility. #China #Asia #Tariffs #MonetaryPolicy
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Introducing Sustainability Debrief! Curious about the latest in sustainable investments, regulatory changes, and key topics like the energy transition, net zero goals, and climate commitments? Look no further! Our new video series, Sustainability Debrief, is here to keep you informed and ahead of the curve. Stay tuned for expert insights and in-depth discussions on the path forward for a sustainable future. #sustainabilitydebrief | Matt Christensen
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We're Hiring: Senior Product Manager in Jakarta! Join our team to foster Product Development, Lifecycle Product Management, and Product Strategy & Governance. Collaborate across investment, product, and distribution teams to develop innovative investment strategies, manage Sharia-compliant offerings, and drive strategic initiatives aligned with corporate goals. #Hiring #SeniorProductManager #ProductDevelopment https://lnkd.in/eCx3xMwe
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“America First” The week ahead is likely to see the United States, if not North America in general, topping the agenda. "Donald Trump’s inauguration as President of the United States kicks off the week on Monday. His second term coincides with an increasing divergence among economies in terms of growth, inflation, and interest rates. Trade barriers announced by Trump in his return to the White House are unlikely to make this situation any easier." Dr. Hans-Joerg Naumer Read more about in our latest “The Week Ahead” publication: https://ow.ly/hUzn50UIisP
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What should investors focus on in 2025? Investing in the future means investing in infrastructure. From digitisation to energy transition in addition to the upgrading of existing infrastructure, huge investments are needed to accelerate progress and growth. With transactions and fundraising increased in 2024, momentum in Private Markets is expected in 2025. 💡 Deborah Zurkow, our Global Head of Investments, anticipates more windows of opportunities for Private Markets in 2025, especially in areas like infrastructure debt, impact investing, trade finance, and energy transition. Deborah emphasises that private capital plays a vital role in infrastructure projects, stating that “the so-called democratisation of private markets means more private capital is available for transformation while allowing retail clients to participate in the growth potential of this asset class”. Dive deeper on our website: https://ow.ly/CuvB50UHCzG 📍 Join us at the Infrastructure Investor Global Summit in Berlin from 17 to 20 March, where you can connect with over 3,000 global leaders and 750 investors. We will also host panels to discuss various aspects on building infrastructure portfolios. More detail here: https://ow.ly/curT50UHCzF 📅 Visit our booth to meet our investment professional and discover how AllianzGI is capitalising on these investment opportunities through diverse infrastructure investment strategies. Reach out to us at events@allianzgi.com to schedule a private appointment or join us for our evening networking event at the Allianz Forum on 17 March. #Infrastructure #PrivateMarkets #PrivateDebt #EnergyTransition #ImpactInvesting #ELTIF #IIGS Investing involves risk. For fund distributors and professional investors only.
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Healthcare in Focus: Navigating Policy Changes The evolving landscape of healthcare policy under the Trump administration has significant implications for investors. The latest analysis from Yiyi Jiang and Virginie Maisonneuve, CFA, MBA delves into the potential impacts and opportunities arising from these changes. 🔹 Policy Shifts: Understanding the key changes and their potential effects on the healthcare sector. 🔹 Investment Opportunities: Identifying areas of growth and innovation within the sector. 🔹 Risk Management: Strategies to navigate the uncertainties and mitigate risks. 🔹 Staying informed and agile is crucial as we navigate these policy shifts. Investors will be looking for long standing expertise to make informed investment decisions in this dynamic environment. Read more: https://ow.ly/lEFa50UF90u #Equities #equities
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🤝 The Good Deed Feed 🤝 Teaching lessons that last for life, our Hong Kong office is partnering up with Junior Achievement Hong Kong to host financial literacy & career planning classes for students aged 14-16. Through this three-year partnership supported by Allianz Social Impact Fund, our colleagues volunteer to give practical future & career planning workshops through games and activities at the local schools. At AllianzGI, we offer 3 days of volunteering time every year, to encourage our colleagues across the globe to engage in the community and help create lasting positive impacts for the society we live in. #Allianz | Junior Achievement Hong Kong #volunteering #corporatecitizenship #financialliteracy #employability
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European dividends set to hit record high: Around €459bn* in dividends are expected in the MSCI Europe in 2025. This represents an increase of 4% over the previous year and the trend is rising. „Following uninterrupted growth in dividend payments in Europe since the coronavirus pandemic, dividend increases are continuing. And this trend is intensifying - the annual increase in dividend payments is also expected to rise," says Grant Yun Cheng, CFA, Portfolio Manager Dividends at AllianzGI. "At a sector level, Information Technology and Healthcare are among the sectors with the highest expected dividend increases for 2025. In the energy sector, dividend payments will tend to decline. The financial sector will remain the largest dividend payer, with dividend growth slowing in 2025." Our latest study by Dr. Hans-Joerg Naumer shows that dividends, i.e. capital income from corporate investments, are often underestimated. In the past, they have shown that they can make a significant contribution to the total return on an equity investment. Find out more in the new AllianzGI Dividend Study 2025: https://ow.ly/mXZw50UFUnZ ____ For professional investors and/or fund distributors only. Investing involves risks.