Asset Classes

We offer a diversified range of active investment strategies across four main pillars: equities, fixed income, multi asset and private markets. In this section you can gain insight on some of our strategies and topics.

Equity


  • India has delivered impressive economic results in recent years. The economy is well on track to becoming the third largest in the world. Better macro fundamentals, a stable political regime, pro-growth economic policies, and improving ease of doing business are key drivers underpinning the scope for further expansion. Learn more about India’s rising economic power and the AllianzGI India Equity strategy in this interactive module.
    Duration: ~ 12 minutes

     

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  • The social aspect of business has been brought to the forefront like never before. We believe that companies that are adapting to these issues, are in a better position to perform and meet the challenges of the future than those that do not.
    We explain the meaning of "social conviction" and how Allianz Global Investors implements the strategy in this interactive module.
    Duration: ~ 15 minutes

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  • The luxury industry presents a compelling investment opportunity, not only due to its favourable growth profile but also from the resilience that luxury companies have demonstrated in the face of economic challenges.
    In this interactive module we look at what makes a brand "premium", and how structural growth drivers, especially in the demographic/social dimension influence their value.
    Duration: ~ 15 minutes


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  • Is your portfolio prepared? After a decade of underperformance, value investing is finally starting to reign again. But traditional ways of measuring value have struggled to remain relevant, which means value investors must evolve with the changing market environment. It may be time to reassess how to take advantage of today’s opportunity using different tools for evaluating value – including a concept called “excess capital yield” (ECY). In this interactive module you can explore what value investing is, learn about new ways of measuring value and find out how you can benefit.
    Duration: ~ 20 minutes

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  • Digitalisation has made our lives easier, more connected and has become an integral part of our work and leisure time. We are more and more dependent on our digital infrastructure and share more online – including very sensitive information and data. Unfortunately, alongside the acceleration of our digital lives has come the acceleration of cybercrime. It ranks as one of the world’s top risks.
    Learn more about cyber-security and the investment opportunity to protect your everyday life in this interactive module.
    Duration: ~ 20 minutes

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  • Take a look at how our increased fondness for pets has led to the emergence of a burgeoning pet economy, and how investors can profit from it.
    Did you know that in 2016 the revenues of the global pet industry had already surpassed the 100 bn EUR mark, and that they are expected to reach EUR 170 billion by 2025? In this module you will take a look at how our increased fondness for pets has led to the emergence of a burgeoning pet economy, and how investors can profit from it.
    Duration: ~ 15 minutes

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  • As our world cities are growing, the demand for "smart" cities becomes even greater to lighten pressure on our environment, and to support sustainability. Innovation helps make cities more sustainable and thus improves the peoples' quality of life. But what are "smart" cities and what investment opportunities arise from them?
    Learn more in this interactive learning module.
    Duration: ~ 20 minutes

     

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  • Do you want to be part of the energy transition?
    In this module, we take a look at how some companies are set to be the enablers and beneficiaries of the clean energy transition that is currently underway in our global economy. This includes the investment opportunities available from more efficient energy storage and sustainable energy consumption.
    Duration: ~ 15 minutes

     

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  • The world is changing constantly, sometimes rapidly. Investment decisions are being impacted by long-term megatrends, which transcend into individual themes. Allianz Thematica allows investors to participate in the opportunities arising from structural shifts, typically driven by innovation, demographic change, resources scarcity, or urbanisation.
    Learn more in this interactive learning module.
    Duration: ~ 15 minutes



  • What is the importance of artificial intelligence, and how does it influence our everyday lives?
    What are the impacts on society, as well as the risks of artificial intelligence? In this module you will get the answers to these questions, and gain an understanding of Artificial Intelligence and the related investment opportunities.
    Duration: ~ 10 minutes

     

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  • Allianz Global Sustainability is a Sustainable and Responsible Investment (SRI) strategy which considers environmental, social and governance (ESG) criteria within the investment process, in order to generate competitive financial returns and enable the transition to a more sustainable economy over the long term.
    In this interactive learning module you will learn more about Allianz Global Sustainability.
    Duration: ~ 12 minutes

     

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  • China is innovating fast and seeks to increase its self-sufficiency in the vital industries of the future – such as renewable energy, electric vehicles, and semiconductors – reducing reliance on overseas suppliers.
    How has China evolved in the past decades and what will the future hold that may be providing an opportunity to invest in tech leaders of tomorrow. Learn more about China Future Technologies in this interactive module.
    Duration: ~ 20 minutes

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  • China is about to witness one of the most transformational events experienced by financial markets in decades.
    This includes making China's A-shares more accessible to foreign investors, plus their inclusion in MSCI's range of indices. In this interactive module, you will discover more about China's A-shares, plus the opportunities they offer.
    Duration: ~ 15 minutes

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  • While water is part of our everyday lives, it is less frequently part of our investment portfolios. Yet water is rapidly becoming the oil of the 21st century. With an expanding world population, the massive urbanisation of developing nations, and overstressed infrastructure, the global need for fresh water is set to grow exponentially over the coming decades.
    In this interactive learning module you will gain insights into this topic, and find out why it can make sense to invest in water.
    Duration: ~ 15 minutes (+ 10 minutes Deep Dive)

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  • Decades ago, there were dozens of descriptions of what the internet might look like in the future. Now the same seems to be true with the definition of the "metaverse”, currently consisting of computer-generated graphical spaces that utilise elements of extended reality, and allow us to immerse ourselves in a virtually enhanced environment.
    In this interactive module we take a closer look at the history of the metaverse, and the various infrastructure and tools that will support it in the future.
    Duration: ~ 25 minutes

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  • We are facing tremendous environmental challenges including rising global population, climate/environmental crisis, shortages in water supply and sanitation poverty. Additionally a multitude of issues relating to general public health requires immediate action./br> Within this module we take a look at how environmental challenges could be adressed and how the Allianz Clean Planet strategy invests in companies whose products and services support environmental or social outcomes.
    Duration: ~ 15 minutes

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  • 736 million people still live in extreme poverty while 821 million people in the world are undernourished.
    We take a look at the global food challenges and how this is being adressed by the UN Sustainable Development Goals.
    And you can also learn how Allianz Global Investors provides an opportunity to invest in companies that provide solutions for improved sustainability along the food production cycle via the Allianz Food Security strategy.
    Duration: ~ 15 minutes

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  • Allianz Global Equity Unconstrained is a concentrated, global strategy, which is free from the limitations of a benchmark.
    It invests in durable, high return, growth companies with a long-term view. The strategy aims to deliver superior risk-adjusted returns, and follows an Integrated ESG approach. In this interactive learning module you can get more information about the product.
    Duration: ~ 8 minutes

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  • Japan faces structural challenges, such as its ageing population and government debt.
    But a long/short approach provides an interesting way for investing in Japan and take advantage of its opportunities (such as its M&A activities and the profitability of its companies). Take a closer look at the "land of the rising sun", and at our Allianz Japan Equity Long Short Strategy.
    Duration: ~ 15 minutes

     

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  • Targeting Financial, Social and Environmental alpha.
    Allianz Positive Change is a concentrated portfolio of companies with the most attractive fundamentals and best solutions to help improve the sustainability of the environment, economic activity and prosperity of mankind. Find out more about this strategy in this module.
    Duration: ~ 12 minutes

     

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  • Now more than ever we are aware of factors that impact our health, e.g. the air that we breathe, the amount of exercise we get, or the food and water we consume. With a longer life expectancy, the demand for healthy products and services that focus on the environment e.g. air, water and sanitation, grows. Allianz Sustainable Health Evolution is a global equity strategy investing in companies whose products and services enable a healthy and sustainable lifestyle through promoting wellbeing, prescribing treatment, and prolonging life. You can learn more about this strategy in this module.
    Duration: ~ 13 minutes

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  • Mining companies will play a crucial role in enabling the energy transition. It will simply not be possible to achieve the climate goals without a wide range of metals in considerable quantities. However, mining companies are now increasingly challenged and forced to reconsider and mitigate their impact on the environment.
    Duration: ~ 15 minutes

     

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Fixed Income


  • It is quite common knowledge that a fixed income investment solution can help preserve capital and provide income. However the portfolio should also exhibit a low correlation to global equity markets and other fixed income asset classes. This is where Investment Grade Credit comes into play. But what does the term "investment grade" mean, and what are the options and benefits that can be derived? Learn more about investment grade bond basics in this interactive module.
    Duration: ~ 15 minutes

     

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  • Since November 2016, Allianz Global Investors* has been actively offering investors in Europe US bonds with high interest rates and short duration with the Allianz US Short Duration High Income Bond strategy. The strategy has been active in the US for over 20 years, offering attractive yield opportunities and relatively low volatility.
    In this interactive Learning Module you will learn more about US Short Duration High Income Bond strategy.
    Duration: ~ 12 minutes

     

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  • What is a green bond and what are the eligibility criteria for green bonds?
    In this interactive module you will learn about this asset class and the Allianz Green Bond strategy, taking an in-depth look at the opportunities this strategy offers and explores the investment philosophy and process behind it.
    Duration: ~ 10 minutes

     

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  • The climate crisis and its challenges also provide opportunities for fixed income investments that up to now have not been focusing on sustainability. This is now changing.
    In this interactive module about the green transition of fixed income you will get a closer look into the processes.
    Duration: ~ 30 minutes

     

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  • The Allianz Strategic Bond fund can offer investors a diversified bond portfolio, which dynamically adjusts to the global fixed income environment.
    In this module you will learn how the Allianz Strategic Bond fund can offer investors a diversified bond portfolio, which dynamically adjusts to the global fixed income environment. We will look at how this fund fits in an investor's portfolio allocation and how it can be used to enhance the risk-adjusted returns of an overall portfolio.
    Duration: ~ 15 minutes

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  • A pure alpha approach!
    A strategy for investors looking for an investment which is uncorrelated to equities, credit and government bonds.
    Learn more about the strategy in this interactive module.
    Duration: ~ 10 minutes

     

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  • The Allianz Credit Opportunities Plus strategy is an alternative to traditional long-only fixed income strategies, with a fundamentally-driven investment process.
    Learn about our deep-rooted fixed income tradition in this module and gain insights into the strategy's philosophy, the portfolio construction and risk management processes.
    Duration: ~ 10 minutes

     

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Multi Asset


  • This learning tool introduces you to our flagship Allianz Income and Growth strategy and its unique investment characteristics. Using interactive content this educational module will help you better understand how the strategy can deliver equity-like returns while protecting your clients' portfolios from market volatility.
    Duration: ~ 20 minutes

     

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  • The Allianz Better World funds enable investors to support innovative companies and projects which offer solutions to major challenges, to benefit from new business opportunities, and to help realise the United Nations Sustainable Development Goals (SDGs)
    Take this online course to learn more about the Allianz Better World fund family.
    This module is available in English and German.
    Duration: ~ 20 minutes


  • Diversification is a fundamental principle of successful investing. It involves spreading your investment capital across different asset classes to reduce risk and enhance returns. One powerful strategy for achieving diversification is multi-asset investing. In this article, we’ll explore what multi-asset investing is, why it matters, and how it can benefit your portfolio.
    Duration: ~ 15 minutes

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  • A broad and structured investment diversification can counteract market fluctuations, and provided they are managed actively and dynamically, they can facilitate best returns.
    Learn more about our fundamental multi asset strategy in this interactive module.
    Duration: ~ 15 minutes

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  • In this interactive Learning Module you will learn more about the reasons to choose Multi Asset, the advantages of our Dynamic Multi Asset Plus (DMAP®) strategy, the investment process and more.
    Duration: ~ 15 minutes

     

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  • A strategy for today’s era of low interest rates, low bond yields and stretched equity valuations.
    Allianz Multi Asset Long Short may offer a solution to one of the fundamental problems faced by investors: how to enhance returns while mitigating risk. In this brief introduction you will gain an insight into the strategy and what advantages are on offer.
    Duration: ~ 10 minutes

     

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  • The Allianz Multi Asset Risk Premia is a highly diversifying liquid alternatives investment solution that targets an attractive risk-adjusted return over a full market cycle.
    This process involves diversifying into liquid alternatives to capture new sources of risk premium. It also demonstrates how over a full market cycle, even greater portfolio diversification can be achieved through lower correlated returns from traditional asset classes.
    Duration: ~ 20 minutes

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  • Volatility as an asset class is investable, and offers a long-term possibility of an attractive risk premium.
    Explore how this can be done in this module and discover the Allianz Volatility Strategy, its investment philosophy and processes.
    Duration: ~ 15 minutes

     

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Private Markets


  • With the rising frequency of major environmental events and social movements, the objective of making the world a better place has gone from personal choice to a global necessity. This has raised awareness of what role capital can and should play when addressing topics, where Private Markets are well placed to support them. AllianzGI's “Impact Private Credit”, targeting Article 9 classification under the SFDR, is a key component of its Private Market strategy, and is dedicated to finance companies whose core business is to solve an environmental or social challenge. Learn more about the strategy in this interactive module.
    Duration: ~ 15 minutes

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  • The Allianz Core Private Markets Fund is an alternative to direct investments in private markets assets, benefiting from improved liquidity compared to closed-end funds due to its synthetic exposure to these alternative asset classes.
    Learn about a new approach to private markets investing in this module and gain some insight into the strategy's philosophy, the underlying assets and the liquidity features.
    Duration: ~ 10 minutes

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  • The term ELTIF stands for European Long-Term Investment Fund with an objective of competitiveness, and to shape the economy of tomorrow in a way that makes it less vulnerable and more resilient to systemic risks.
    Duration: ~ 15 minutes


  • Trade finance is an asset class which offers attractive returns with shorter duration than comparable assets, such as High Yield bonds. However, it has a higher operational complexity than other asset classes. Trade Finance requires the right operational framework, a robust infrastructure and a thorough due diligence process. At AllianzGI, we have taken a unique approach to trade finance and have designed our strategy to avoid the common issues of trade finance. Our strategy’s value chain covers every step of the investment and operational process. In this module you will learn more about the Allianz Working Capital Fund (ALWOCA) and the opportunities it offers to institutional investors.
    Duration: ~ 10 minutes

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  • Have you ever wondered what private equity is all about, and foremost, what does it mean? How can access be provided to a global and diversified portfolio of companies from different sectors and regions?
    In this interactive learning module, we look at what private equity is all about, and give you an overview of private equity at Allianz Global Investors.
    Duration: ~ 15 minutes

     


  • During the 2022 summit in Germany, the Group of Seven (G7) endorsed the Emerging Market Climate Action Fund (EMCAF) as an example of a concrete innovative and market-led approach to mobilise private investments for climate relevant infrastructure, and to enhance multilateral finance and collaboration. EMCAF was created in partnership by Allianz Global Investors and the European Investment Bank (EIB), and finances climate mitigation- and adaptation projects in emerging and developing countries, by supporting fund managers that develop commercially viable projects, particularly in clean energy and efficiency.
    Duration: ~20 minutes

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  • Partnering for sustainable investing.
    Development Finance is dedicated to creating high-impact investment solutions which enable commercial investors to access emerging markets debt opportunities in a scalable and de-risked way.
    Learn more about Development Finance in this interactive module.
    Duration: ~ 15 minutes

     

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  • How do investments in infrastructure products or strategies work?
    And how can one access a globally diversified portfolio of infrastructure projects from different sectors and regions?
    In this interactive learning module, we look at the importance of infrastructure assets and give you an overview of the Allianz Global Diversified Infrastructure Equity Strategy.
    Duration: ~ 15 minutes

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  • What is the definition of an alternative asset?
    What are the major features of alternative assets, including risks and benefits, and for which investors is this asset class attractive?
    This module provides you with the answers to these questions and more.
    Duration: ~ 15 minutes

     

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