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Explore current investment topics and ideas

House View Q2 2025: Vibe shift

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.

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Transforming Infrastructure

It starts here.

The global infrastructure investment requirement across the energy, communications, transport and water sector is huge. There is an urgent need for better energy grids, railways services, and more digitalization. Investment in infrastructure is an investment in the future drivers of economic and financial performance.

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Achieving Sustainability

Sustainability.
It’s in the details.

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.

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Sustainability and Stewardship Report 2023

Our vision is to make sustainability tangible and target real-world solutions. Learn more in our Sustainability and Stewardship Report 2023.

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Embracing Disruption

Disruption. Change multiplies opportunity

Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.

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