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

Equity

As China welcomes the Year of the Horse on 17 February 2026, anticipation is building. The Horse, symbolizing strength, freedom, and speed, points to a year likely marked by vitality and dynamic change.

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Navigating Rates

A divergence between tech exporters and demand-led economies, a “rewiring from within” thanks to regional trade, and less dependence on developed markets – here are our top macro themes for Asian fixed income investors this year.

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Navigating Rates

We foresee a narrower range of macro outcomes in 2026. Our base case of a reflation-type macro scenario with overall accommodative financial conditions supports a carry environment. We also note that the renminbi has begun to appreciate at an accelerating pace in recent weeks.

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Allianz Global Investors

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