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Investment Management
Affirming the value of ESG in emerging market debt
When applying environmental, social and governance (ESG) factors to emerging markets, Allianz Global Investors favours a flexible approach that balances impact with opportunity.
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Investment Management
Dispelling myths in emerging market debt
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
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Investment Management
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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Investment Management
Why investors need to tread a fine line in 2026
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating.
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Investment Management
Why consider short-term emerging market debt?
Can this asset class lower risk while still delivering strong returns? Professional investors only.
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Investment Management
Will 2026 be China’s year?
Where are the opportunities in the world’s second-largest economy?
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Investment Management
EM equities shine again
What’s fuelling interest in emerging markets?
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Investment Management
The case for emerging market equities
What opportunities are there within these markets?
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Investment Management
Seoul searching: Finding value in South Korea
Will reforms lift Korean equity valuations?
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Investment Management
How long will the emerging market equity rally last?
Investor strategies in emerging markets have changed.
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Investment Management
Should investors look to China?
Ernest Yeung, Portfolio Manager, highlights examples of countries and industries where he’s seeking to identify forgotten stocks.
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Investment Management
Emerging market debt delivers despite outdated doubts
Why is the asset class still misunderstood?
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