Kunal Ghosh, Allianz Global Investors’ Singapore-based managing director and head of systematic equities, makes use of behavioural finance to find investment opportunities in global equities.
Tag: Allianz Global Investors
Allianz sees more demand for China research
European investors demand more research coverage of China, recognising the growing global importance of the market, according to Stefan Scheurer of Allianz Global Investors.
Morningstar fund reviews and re-ratings – April 2017
Morningstar Asia downgrades a Franklin Templeton fund, places Allianz and Goldman Sachs products under review and initiates coverage for MFS and Mirae Asset funds.
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
Allianz advises short duration
Interest rate volatility has spiked and investors are urged to stay away from long-duration bonds, especially in developed markets.
Investing in China exporters – plus and minus
Fund managers share their views on investing in Chinese exporters, who could be hit by trade protectionism or benefited by a falling RMB.
Onshore WFOE approvals speed up
While more investment management wholly foreign-owned enterprise licenses have been approved by China recently, some fund managers are way ahead.
The FSA Spy market buzz – 15 July 2016
New hires at Schroders, Aviva Investors and JP Morgan AM; Maybank gets into lifestyle; Blackrock’s rising share price; Capital Group at No. 10; Allianz and Fidelity caught riding Hong Kong transport and more.
Are Chinese properties ‘too big to fail’?
The property sector accounts for a significant portion of GDP and the government continues to prop it up, analysts said.
Are Indonesian bonds coming back into favour?
Investor sentiment toward Indonesia appears to be rebounding after the massive capital flight that occurred in 2013, according to David Tan, CIO of Asia-Pacific fixed income at Allianz Global Investors.
