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          The China Briefing

          China’s New Role: Stability in an Unstable World

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          31/03/2026

          House View

          House View Q2 2026: Holding the line

          Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

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          30/03/2026

          House View

          House View Q2 2026: Holding the line

          Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

          DISCOVER NOW

          30/03/2026

          The China Briefing

          Beyond the oil

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          12/03/2026

          The China Briefing

          Electrifying China’s future

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          18/02/2026

          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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          12/01/2026

          Navigating Rates

          Outlook 2026: Navigate new pathways

          Resilient global growth, manageable inflation and the AI boom are keeping the economy buoyant, but changing market dynamics will demand different tools across a range of asset classes, public and private.

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          House View Q4 2025: Active and vigilant

          Markets are coming to terms with a new reality that requires caution. But this evolving backdrop may open the door to opportunities for actively positioned investors.

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          30/09/2025

          Embracing Disruption

          Artificial Intelligence moves from generation to reasoning

          Reasoning AI advances automation with step-by-step logic, driving massive infrastructure investment and creating transformative opportunities across sectors

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          Allianz Global Investors

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          • Allianz Global Investors Choice Fund

            • Allianz Global Investors Choice Fund (the “Trust”) is an umbrella unit trust established under HK laws pursuant to the Trust Deed with different sub-Funds, each with a different investment objective and/or risk profile.

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