ChatGPT: a disruptive force for investors?
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI
An initiative to take leadership in global standard setting bodies might not grab the headlines in the same way as landmark development strategies such as the “Belt and Road”, but China’s “Standards 2035” project speaks strongly of the country’s ambitions both in the economic and technical spheres, as well as the geopolitical
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China has actively reengaged with prominent figures from the West, toning down the Sino-US geopolitical tensions would be an important market driver.
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI.
With yields rising materially in line with higher interest rates, high-quality markets like US investment grade corporate bonds may offer attractive income. The asset class can also offer low correlation to other risk assets and some downside protection.
Reproduced with permission from AllianzGI
Reproduced with permission from AllianzGI.
The potential for attractive returns, strong economic growth prospects and selectively cheap valuations may boost the appeal of emerging-market debt. With lower inflationary pressures than developed markets, now may be the time to take a closer look at the asset class.