Summary In a Q&A with Neil Dwane, Christiaan Tuntono says China will likely agree to reduce the trade deficit and support IP protections, but not roll back “Made in China 2025”. Mona Mahajan thinks an…
A summer of quiet contemplation For Professional Investors Only
The US Federal Reserve is unlikely to raise rates at its Federal Open Market Committee (FOMC) meeting on Tuesday. However, it will be interesting to see the FOMC’s view on why inflation figures in the…
Five reasons to consider European equities For Professional Investors Only
The “United States of Europe” (USE) has been a work in progress since the end of World War II, when the region started the long, painful task of reunification and rebuilding. Now, with fallout from…
Mid-year outlook: be more selective in the second half For Professional Investors Only
At the mid-year point, US equities seem expensively valued in the face of dull economic growth and rising rates. By contrast, Europe looks attractive, as some of the key political risks fade, and the positive…
As the West Ages, Asia Grows For Professional Investors Only
Our clients and investment professionals recently met in Berlin for our annual AllianzGI Asia Conference. Here are some of the highlights from two days of discussions and events, which provided our guests with a host…