Strategy and capital markets updates

Learn about our capital market views and how our key strategies are positioned and performing.

Upcoming webcasts

Our interactive live webcasts allow you to interact with our investment specialists and experts. Here you can register for an upcoming live webcast or browse our on-demand archive of past events.

Recorded webcasts

Asia Webcast Series

06.06.2024 | This year has seen a period of encouraging performance across Asian asset classes. India has continued to boom. In China, there are finally some signs of some light after the prolonged equity market downturn. And Asian credit has significantly outperformed other global fixed income markets.
Please join our three-part webcasts series with our investment teams to explore recent trends, and to share how portfolios are positioned to navigate the market environment.

India Equities - A Rising Economic Power

REPLAY

China Equities - Out of the Woods?
REPLAY

Asian Fixed Income - Multiple Catalysts Ahead

Replay

Sustainability. It’s in the details.

25.06.2024 | When it comes to sustainability, detail is everything. That’s why we have a dedicated team of investment experts who meticulously interrogate stocks before we select them for our Allianz Global Sustainability fund.

Gain insights from our Portfolio Managers Giles Money and Alex Bibani as they dive into the approach underpinning the Allianz Global Sustainability fund.

WATCH NOW

Impact Investing Trilogy

21.03.2024 | Beyond sustainability considerations, impact goes further by targeting measurable social or environmental benefits as well as an investment return.

With increasing investor focus on impact investments, we are pleased to invite you to a three-part series of 60 minute live webcasts with our sustainable & impact investment experts, who will discuss impact measurement, impact investing within private credit and blended finance, with opportunities to ask questions.

Watch Trilogy webcast #1 here Watch Trilogy webcast #2 here

WATCH TRILOGY WEBCAST #3 HERE

Monthly Update Allianz Global Artificial Intelligence

24.04.2024 | In this short video James Chen, Portfolio Manager, and Johannes Jacobi, Senior Product Specialist, provide an update on the Allianz Global Artificial Intelligence portfolio. Watch now August update Watch now July update Watch now June update Watch now April update

Watch now May update

Pension Buyout durch eine Rentnergesellschaft?

14.03.2024 | Dr. Thomas Bloch, Geschäftsführer bei der Deutschen Betriebsrenten Holding, wird im Gespräch mit Michael Seedorff, Leiter Pensions Corporates Deutschland bei Allianz Global Investors, über die Vorteile und die Funktionsweise einer Rentnergesellschaft informieren. CFOs und Treasurer beschäftigen sich mit dem Thema De-Risking vor dem Hintergrund der aktuellen Jahresabschlüsse gerade wieder mehr. Zum einen ist die Niedrigzinsphase vorbei und Unternehmen verbuchen dank der Zinswende eine spürbare Bilanzentlastung bei ihren Pensionsverpflichtungen sowie eine Stärkung ihrer Eigenkapitalbasis. Darüber hinaus hat der Ausfinanzierungsgrad ein historisches Hoch von 80% erreicht. Damit ist eine Ausfinanzierung bzw. eine Auslagerung von Pensionsverpflichtungen heute so günstig wie lange nicht mehr.

Hier ansehen

Why is cyber security more important today than ever before?

05.03.2024 | Erik Sword, Portfolio Manager at Voya Investment Management, and Johannes Jacobi, Senior Product Specialist for Allianz Cyber Security will explain how investors can participate in the trend of a more complex cyber security infrastructure imposing greater demands and requiring increasingly rapid and dynamic advances. The fund invests as a concentrated "pure play" portfolio across all market capitalizations in global equity markets, focusing on companies with a focus on cyber security solutions and services.

Watch now in English

Discover the driving forces behind thematic investing

27.02.2024 | On 27 February 2024 we explored the dynamic world of thematic investing with our speakers Andreas Fruschki, CIO Thematic Equity, and Christian Zilien, Senior Product Specialist. In this webcast we featured our Allianz Thematica Fund, which aims to create an opportunity for investors to be at the forefront of new and changing themes on the equity market. Watch now in English Watch now in French

Watch now in Italian

Trends in Artificial Intelligence

30.01.2024 | In our webcast James Chen, Portfolio Manager, and Johannes Jacobi, Senior Product Specialist, reflect on the markets and discuss how they have been positioning the Allianz Global Artificial Intelligence portfolio. Both share their thoughts on the trends in AI and on why the compounding impacts of AI innovations will drive significant long-term value creation.

Watch now in English

Watch now in German

Watch now in Spanish

Global Growth Strategies Update

24.01.2024 | Update from CIO Global Growth Christian Schneider

During the webcast we reviewed the case for Growth and our strategies in particular with CIO Global Growth Christian Schneider, as well as Senior Portfolio Managers Andreas Hildebrand and Giovanni Trombello.

Please meet our two new internal recruits, Senior Portfolio Managers Julian Bishop and James Ashworth, who will share their insights from their visits to numerous headquarters of our companies in the last months. They will also review recent outperformance, including key contributors and detractors.

Watch now