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House View Q1 2026: Discipline and diversification

The global economy enters 2026 bending but not breaking. We expect growth to stay on track, creating an environment that favours risk-taking. Expect a resilient yet complex year where active management will be critical.

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Navigating Rates

Is deglobalisation the answer to volatility for infrastructure investors?

Deglobalisation drives new infrastructure opportunities. Allianz GI highlights investing in energy security, digital resilience, and local supply chains.

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by Marta Perez | 27/01/2026

Navigating Rates

How can investors navigate uncertainty at the Fed?

The Trump administration’s attempts to check the US Federal Reserve’s powers risk unsettling markets and fanning inflation. We think investors can respond by doubling down on diversification (including beyond the US) and considering assets ranging from inflation-protected bonds to consumer and utility stocks.

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by Gregor Hirt | 26/01/2026

Navigating Rates

Bond investing beyond duration: sophisticated methods to improve the information ratio

In the third part of our series on fixed income investing techniques, we explore how to use every tool available to increase risk-adjusted returns.

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by Maxence-Louis Mormede | 21/01/2026

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