Investors stay discerning amid renewed oil optimism
Energy company share prices may appear attractive at face-value, but managers remain stock-focused amid renewed sector optimism.
Allianz Global Investors
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Consensus realism paves way to
More realistic consensus expectations on European companies’ earnings this year than last are paving the way for potential upside, says Allianz Global Investors’ Marcus Morris-Eyton.
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AllianzGI launches EMD fund
The fund will combine top-down country analysis with bottom-up credit research to construct portfolios in Latin America, Asia and central and Eastern Europe
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Allianz GI reveals US small cap fund
Allianz Global Investors is launching a fund for UK and European investors looking for opportunities in US small cap equities.
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allianz gi bolster em debt team with senior hires
Allianz GI have hired a range of new senior fund managers in preparation for a pipeline of funds launching by the end of the year.
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Allianz issues warning on index funds
Allianz Global Investors has warned investors to keep in mind that owning an index fund means effectively having to buy a piece of every new entry, including any overvalued IPOs.
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Allianz suffers through Pimco outflows
Huge net outflows at Pimco held back performance at Allianz, as reported in its Q1 results.
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AGI exploring options over Tillett dual mandate
Allianz Global Investors is considering merging Matthew Tilletts UK Unconstrained and UK Growth funds given the commonalities between the two portfolios, providing greater efficiency and better value for shareholders.
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The case for Europe builds in line with income
Two separate research studies continue to build the investment case for Europe, with one demonstrating the importance of dividends as a stabilising factor for total returns.
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Allianz GI to launch US smallcap for UK investors
The Luxembourg-domiciled fund will be available later this year.
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The housing stocks the Budget will benefit
Matthew Tillet explains the Budget's implications for the housing sector
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Allianz GIs Yu Still betting on Macau
Allianz’ emerging markets manager Lu Yu says secular growth story is dead but Macau casinos will move higher