Allianz Global Investors

Fresh off the press:  We are thrilled to share that Maria Lucia Aguilar-Wittmann, Co-Head of ACP Infrastructure Fund & Co-Investments, was recognized by Fondsfrauen as this year’s female „Fund Manager of the Year“.     Maria’s nomination from almost 200 entries recognises her as a role model and inspiration for female representation in the asset management industry.   Congratulations!   Read more about the awards here: https://lnkd.in/ecKqB_Mk #awards #reasonstocelebrate #fundmanageroftheyear

🌟 Join us as a Collateral Ops Analyst (f/m/d) in Paris or London! 🌍 Take ownership of key collateral processes, analyze inefficiencies, and drive improvements while collaborating with stakeholders and service providers. As a subject matter expert, you’ll contribute to projects, refine operational procedures, and ensure effective process implementation. https://lnkd.in/ePtArWiu #AssetManagement #Operations #CareerOpportunity

Striking a balance between technological progress and sustainability has become more crucial than ever. The rate, scale and breadth of technological advancement is the most extensive it has ever been. While this brings wide-ranging opportunities, technology faces its own sustainability challenges. How does the sector balance rising demand and rapid evolution with an improved sustainability footprint? Mélissa Bourassi shares her key takeaways: 💡Use of technology has become intrinsic to our daily lives – particularly since the Covid-19 pandemic. 💡Technology is also critical for advancing sustainability goals, particularly for the transition to net zero. 💡At the same time, the sustainable credentials of technology are under scrutiny – from automation replacing human workers to inappropriate use of social media. 💡Thinking more holistically about sustainability and technology can make for better outcomes for the global economy – and the planet. Explore the link between technology and sustainability, and uncover their most urgent challenges here: https://ow.ly/nwzQ50TJp6L #sustainability

Impact investing is a hot topic. But how can impact be assessed and integrated into the investment lifecycle? Diane Mak, Head of Impact Strategy, knows how projects and investors can really make an impact. For Diane and her London based team, it is crucial both to analyse and to measure impact at company level, as well as to consider how institutional investors can contribute to a portfolio company’s impact generation.  Named by the publication “New Private Markets” as one of the 50 influencers in sustainable private markets, Diane is constantly working on the further development of AllianzGI’s impact framework and approach, partnering with portfolio management teams to co-create strategies that aim to deliver positive environmental and social outcomes, and supporting portfolio companies and institutional investors on their impact objectives. “Impact investing focuses on the handprint of a company – the positive, measurable, significant contribution of a company’s own business model via the products and services it delivers – and requires impact and portfolio management teams to work side-by-side to continuously integrate impact considerations into the investment process. With the rapid growth of investor allocations to impact strategies, the opportunity to generate impact at scale has never been greater.” Hear more: https://ow.ly/OKay50Tx6T8 #privatemarkets #womeninprivatemarkets 

UK GB Solving the problem of wastewater flowing into the Thames 🌊 London has nearly nine million inhabitants today. But its sewers are over 150 years old and no longer have the capacity to meet the demands the city´s population. As a result, overflows are regular, resulting in tens of millions of tons of untreated sewage flowing into the river Thames. To solve this environmental problem, a major new sewer, the Thames Tideway Tunnel, is being built. Aimed at improving London’s environment, appearance and public health, the “super sewer”’ with a diameter of 7.2m will run for 25km, mainly beneath the river Thames intercepting sewage overflows and cleaning up the river. When complete, it is estimated that about 95% of the wastewater previously discharged into the Thames, will now be treated. In this way it will help to protect the Thames River for at least the next 100 years. #infrastructure #privatemarkets #realassets Tideway London   For professional investors only. Investing involves risk. Marketing Communication

Both the COP 29 annual meeting dedicated to climate action, and its biodiversity counterpart COP 16, take place in the coming weeks. In a year when politics and the impacts of climate change have sometimes conflicted, accelerating global coordination and finance is increasingly urgent. Expectations for both meetings are low, but the potential is huge. Global Head of Sustainable & Impact Investing Matt Christensen shares a preview 👇

World Cleanup Day in Taiwan: part III of our global volunteering initiative Over the last weekend in September, our Taiwan office came together to support our global World Cleanup Day initiative. Co-organized by the employee-led Local Engagement Group and Employee Welfare Committee, this coastal clean-up event also welcomed the families of our colleagues to join in and make a positive impact on the community. A total of 111 participants - 61 colleagues and 50 family members – rolled up their sleeves and collected 334 kg of litter along the beautiful beach in Yilan, northeastern Taiwan. 🌎Highlights of our 2024 World Cleanup Day🌏 • 9 AllianzGI offices around the world joined forces • 166 colleagues participated, along with their families • More than 630kg of litter collected by our 216 participants • Countless engaging conversations and connections made • Tons of fun and unforgettable memories created #WorldCleanupDay #TeamAllianzGI

🎉 Celebrating Family Day at AllianzGI Tokyo Office! 🎉 The AllianzGI Tokyo office had the pleasure of opening their doors to their families for a special 'Family Day' event. The day was filled with fun, laughter, and connection, with over 40 employees and 20 family members joining us. The guests enjoyed a stamp rally exploring the office and an engaging balloon art show that brought smiles to everyone's faces. Events like these are more than just gatherings—they're our way of showing appreciation to the families who support our employees daily. We believe that bringing our work and home families closer strengthens our community and builds a more inclusive work environment. Thank you to everyone who made this day a success. We look forward to creating more opportunities to connect and celebrate together! #LifeAtAllianzGI #Teamwork #FamilyDay

After an extraordinary election campaign, tensions are running high ahead of the #US vote in November – and the implications for markets could be quite different depending on who wins. Click to read Greg Meier 's US #election monitor update 👇

The market's reaction to China's recent stimulus package has been remarkable. Ongoing discussions centre around an additional 2 trillion RMB stimulus, with 1 trillion RMB aimed at local government finances and another 1 trillion RMB focused on boosting domestic demand, potentially through infrastructure spending and direct cash handouts. Jenny Zeng spoke on CNBC Asia’s Street Signs this morning, emphasizing that the confirmation of the 1 trillion RMB bank recapitalization, alongside the broader 2 trillion RMB fiscal stimulus, will be pivotal in addressing China’s current economic challenges. She emphasized that it's crucial to focus not just on the scale of the stimulus, but on two key factors necessary to sustain momentum: first, whether the authorities can stay ahead of market expectations, and second, whether they can implement the most critical and consequential measures. Jenny pointed out that the direct support for the stock market—through mechanisms such as the 500 billion RMB swap facility and 300 billion RMB refinancing facility—represents a significant strategic shift. This proactive approach aims to enhance investor sentiment and reset nominal growth expectations, which are vital for both equity and fixed income markets. Furthermore, she identified the 1 trillion RMB recapitalization of six major state banks as the most consequential move. This measure is essential for stabilizing the property market and the overall economy. By strengthening banking capital, these banks will be better positioned to adopt a more aggressive stance in boosting overall credit growth and effectively supporting the government's initiatives aimed at stabilizing the property market and assisting local authorities. Jenny noted that the big six banks, with a current non-performing loan ratio of around 1.2% to 1.3%, are fundamentally strong and well-equipped to take on additional risk, while the systemic risks associated with smaller banks remain manageable. Looking ahead, she believes it is essential for the government to maintain this momentum and follow through on these plans. #China #StimulusPackage #Economy #FixedIncome