Embracing Disruption

GenWell – a new theme

We are introducing a new theme to Thematic Investing – Generation Wellbeing (GenWell)1. This new theme taps into the potential of a large and increasingly influential generation – Gen Z and the closely related Millennials. We aim to benefit from structurally changing consumption patterns driven by social and demographic change.

Information herein is based on sources we believe to be accurate and reliable as at the date it was made. We reserve the right to revise any information herein at any time without notice. No offer or solicitation to buy or sell securities and no investment advice or recommendation is made herein. In making investment decisions, investors should not rely solely on this material but should seek independent professional advice.

Investment involves risks, in particular, risks associated with investment in emerging and less developed markets. Past performance is not indicative of future performance. Investors should read the offering documents for further details, including the risk factors, before investing. This material and website have not been reviewed by the Securities and Futures Commission of Hong Kong. Issued by Allianz Global Investors Asia Pacific Limited.

Allianz Global Investors Asia Pacific Limited (32/F, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong) is the Hong Kong Representative and is regulated by the Securities and FuturesCommission of Hong Kong (54/F, One Island East, 18 Westlands Road, Quarry Bay, Hong Kong).

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Recent insights

Geopolitical shocks rarely disrupt markets for long – unless they spill into the real economy.

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Income Focus

The equity market has been volatile this year. Bonds are offering good yields, but the outlook for interest rates is uncertain. Now could be a good time to embrace the steady and stable potential of income funds.

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The closure of the Strait of Hormuz is emerging as a major external test for Asia, with the Philippines, India, Singapore, Thailand and Taiwan most exposed.

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Allianz Global Investors

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