Careers Contact Us Global Our firm Insights Capabilities Press centre SEARCH Active is: Discussing the topics that matter As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio. Outlook & commentary FILTERS Outlook & commentary Addressing executive pay in the US technology sector Listed US technology companies often continue to be run by their founders, who also retain large or majority shareholdings. This situation can lead to questions over their compensation policies. Regardless of the type of ownership, concerns are exacerbated when boards fail to read the expectations of shareholders, evidenced by poor outcomes at shareholder meetings, and this requires active investors to engage directly with the board. DISCOVER MORE by David Shammai | 25/11/2021 Outlook & commentary 2022 outlook Be proactive and prepare for volatility in 2022 – and align with the long-term trends that could offer opportunities for investors. DISCOVER MORE 16/11/2021 Outlook & commentary The water scarcity challenge and the cost of inaction Physical and economic water scarcity have both drastic societal and economic effects. An increasing (urban) population with a growing demand for food, climate change causing more extreme weather and an aging infrastructure are the main drivers for water scarcity and water stress. Water scarcity is a significant barrier to economic growth, not only in already water-scarce regions DISCOVER MORE by Alexandra Russo | 16/11/2021 Outlook & commentary How genomic sequencing scales up health innovation Since in 2003, the Human Genome Project (HGP) succeeded in sequencing and mapping the genome of homo sapiens, genomic sequencing has taken significant steps ushering in a new era of precision medicine and cost-effective personalized therapies. Find out how increasing application areas of genomic sequencing and declining costs per genome can offer opportunities to participate in the growth prospects of precision medicine and health innovation. DISCOVER MORE by Kofi Kodua | 15/11/2021 Outlook & commentary Two bond market ideas to help guard against rising inflation After many years of falling inflation, the second half of 2021 could be remembered as the time when prices started to rise again. How should bond market investors respond? Here are two more ideas. DISCOVER MORE 04/11/2021 Outlook & commentary How investors can guard against lasting inflation How can investors reposition their portfolios in the face of a persistent rise in consumer price inflation? In part two of a two-part paper, we share the results of our proprietary analysis into the asset classes that may provide an optimal inflation hedge. DISCOVER MORE by Stefan Hofrichter, CFA , Martin Hochstein | 04/11/2021 Outlook & commentary Inflation: beyond transitory Inflation has made a forceful comeback recently, and we believe it will last longer than the financial markets and many investors currently anticipate. In part one of a two-part paper, we look at the factors that may cause a more persistent rise in consumer price inflation – and why it matters to investors. DISCOVER MORE by Stefan Hofrichter, CFA , Martin Hochstein | 04/11/2021 Outlook & commentary Oil & gas majors: active stewardship rather than divestment The best way for investors to ensure that oil majors become enablers of the global transition to net zero by 2050 could be through concerted engagement. The world must urgently expand its clean energy sources, and we believe divestment would do little to achieve this goal. DISCOVER MORE by Marie-Sybille Connan | 29/10/2021 Outlook & commentary Achieving best practice through engagement Engagement with portfolio companies is a central tenet of our active investment approach. A new series – Stewardship Principles – will outline the way we work with the companies we invest in to promote best corporate governance practice and collectively work towards environmental and social transformation. DISCOVER MORE 29/10/2021 LOAD MORE Active is: Allianz Global Investors Value. Shared. 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