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Channel: Allianz Global Investors – Global Strategic Outlook
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Multi-asset

We maintain our cautious stance in risky assets. The US recovery remains fragile, and there is a genuine downside risk. We have a preference to overweight those regions supported by non-standard...

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Europe

Given the divergence in monetary policy on either side of the Atlantic, euro-zone interest rates are likely to be pulled in two directions. The most likely scenario for 2016 would be a slight upward...

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Asia Pacific

The search for yield is likely to remain a theme for 2016 and will provide a constructive backdrop for Asian credits. With relatively better overall fundamentals and technicals, we expect Asian...

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Global

The Federal Reserve indicated that its base scenario is that growth will continue and underlying domestic inflationary pressures will rise. However, market participants appear to believe there is a...

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Europe

Politics are likely to be a source of volatility for European equities during 2016, given the uncertainty caused by the recent Spanish election, the ongoing Greek debt problems and the upcoming Brexit...

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US

Real GDP growth appears to be decelerating, and households are lifting their savings, rather than spending the windfalls afforded by lower energy prices. Company earnings are slowing and the prospects...

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Asia Pacific

Japan was the best performing market in Asia Pacific in 2015, recording returns approaching double digits. Elsewhere, markets tended to fall. After a volatile 2015, the focus in China will be on...

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