Investable themes

Three themes capture the biggest opportunities and risks for investors in the coming years.
Together they represent ways to navigate a new era of investing – wherever you invest in the world, and in any asset class.

China town

The growth of China – and Asia – is set to be powered by innovation in technology, data and science. Meanwhile, the development of China’s capital markets, and their integration into the global financial system, will likely represent a defining structural shift in the coming decades. Now is the time for investors to rethink China and its role in portfolios, whatever the asset class and wherever they are investing in the world.

grass in the forest

Sustainable investing is at an inflection point, as investor interest turns into significant investment. It’s time to focus on real, measurable impact by looking beyond conventional thinking on climate to explore the implications for biodiversity and other areas. And by emphasising the “S” in ESG to address social inequalities, improve global food security and promote better education in a post-Covid world.

man pointing at laptop

Near-term rate rises aside, today’s lower-rate environment is part of a long-term trend – as marked by the precipitous fall in 10-year US Treasury yields over the past 40 years. As the monetary deluge sparked by Covid-19 suppresses the rate outlook even more, how can investors push for higher yields and better overall returns – while keeping risk in check?

Learn more about our roadmap for the years ahead and how we will be guiding you through a fundamentally different landscape.

Allianz Global Investors – Investable themes - China, sustainability, interest rates