Allianz Global Investors

🏃♀️🏃♂️The power of running with a purpose! Our colleagues from the Singapore and Taipei offices shared the amazing power of running two events simultaneously. The Income Eco Run 2024 in Singapore, themed "How Far Will You Go for Zero Waste,”" was unique in advocating for a zero-waste and sustainable lifestyle. Every kilometre clocked by participants would bring SGD 1 to the sustainability cause. Our 11 colleagues joined the wider Allianz running group to participate in races across 5km to 21.1km, contributing to 82km out of the 465km clocked together. 💪 On the same day, our colleagues in Taiwan brought their children to join the "Happy Run" charity running event to support and promote the importance of child-friendly health services that provide a safe and respected environment for children with illnesses. Regardless of their age, our 60 participants – 48 colleagues and 12 children – ran 3km each and clocked 180km together while at the same time encouraging other young runners with rare diseases to finish their races. 👏 If you are also a runner, what keeps you running? Let us know in the comments!

Former President Donald Trump was the target of an assassination attempt on Saturday at a rally in Pennsylvania, a few days before the Republican National Convention takes place in Milwaukee this week. With regards to financial markets, Gregor MA Hirt, Global CIO Multi-Asset, thinks the principal market implication of the attack will be to bring the US elections to the centre of attention of international investors. Read all about his assessment on the implications of this event here: https://ow.ly/B2T250SBva1 #markets #election

The new "Snapshot", a summary of the House View by Allianz Global Investors - edition Q3 2024 - is out! - What’s our outlook for Q3? - What does this environment mean for markets? - What’s our regional outlook? - Where do we see value? - Where are the potential investment opportunities? 👉Read the full version: https://ow.ly/qw3X50SAeIh #outlook #capitalmarkets

Private credit in 2024 and beyond: Damien Guichard, Head of European Private Credit, talked in a webinar by Private Equity Wire about macro indicators affecting the asset class, challenges that come with higher volumes, streamlining valuations for growth in private credit and the risk and compliance landscape. 📺 Watch the recording of the webinar here: https://lnkd.in/eSzSbhha #PrivateMarkets #PrivateCredit *For fund distributors and professional investors only*

Insights into Trade Finance #3: Contradicting trends – how do investors navigate them? Slowing macro trends, changing bank syndication and growing FinTech market share – where does this leave institutional investors in the field? It is important to focus on what can be influenced and to be prepared for what can’t be. It is not about attempting to forecast global macro trends or the supply and demand dynamics of global trade. Instead, it is key to be prepared for every outcome and establish a robust and resilient sourcing framework that does not depend on a single sector, geography, or isolated segment of the market. This is also an important aspect in particular for institutional investors with an insurance background. In addition, it is necessary to maintain a very open dialogue with sourcing partners. And it might sound basic but not to overpromise and to underdeliver is a must: Reliability is key in every syndication relationship. 💡 The global trade finance gap grew to $2.5 trillion in 2022 from $1.7 trillion two years earlier, as rising interest rates, flagging economic prospects, inflation, and geopolitical volatility reduced the capacity of banks to deliver trade financing. ** Find out more: https://ow.ly/LO4350SyGAE *For fund distributors and professional investors only. Private Markets investments are highly illiquid and designed for long term professional investors pursuing a long-term investment strategy only.* ** source: https://ow.ly/wo6g50SyGAF #TradeFinance #PrivateMarkets #AllianzGI #privatedebt

🌟 Join us as an IT Compliance Manager (f/m/d) in Frankfurt and make an impact by designing and implementing a robust IT compliance framework. Guide policy owners, collaborate with international IT teams to ensure compliance, review IT designs, supervise remediation efforts, and provide essential reports to senior management. Be part of an innovative team driving excellence—apply now! 💼🔍 https://lnkd.in/e6KeVmUB #CareerOpportunity #ITCompliance #FrankfurtJobs

Yesterday, The Hedge Fund Journal celebrated in New York its first edition of the 50 Women Leaders in Private Markets 2024 featuring Susanne Forsingdal, Head of Private Equity Americas. 👏 Congratulations! Find out more about Susanne in this report: https://lnkd.in/dFcvVdgx #privatemarkets #privateequity | ACP | Allianz Capital Partners

What do wind turbine, a smart phone, or a motor have in common? They all need copper. The Centinela mine in Chile is one of the 25th largest copper mines in the world to quench this thirst. However, copper mining requires a lot of water. Chile´s largest transmission company Transelec and leading water infra operator Almar Water Solutions won the tender for the acquisition an operation of an existing and construction of an additional 144km long seawater pipeline that will help to reduce the use of freshwater resources. Both pipelines will transport seawater between the Pacific coast and the Centinela Mine in Chile’s Atacama Desert. Our infrastructure debt team in the Americas participated as an anchor investor in a $1.2 billion senior secured debt financing and invested $250 million of the $510 million private placement notes to support the acquisition, operation, and maintenance of this seawater pipeline and the construction of the new parallel pipeline. This transaction further underlines our position as one of the leading infrastructure debt market players in Latin America helping to support the energy transition. This is a landmark transaction for Chile. Seawater pipelines are essential infrastructure for the mining industry, which is the backbone of the national economy. This project is key to the country’s efforts to address a long-standing drought and fight climate change by reducing the use of continental water in mining operations while contributing to the responsible development of the economy. *For professional investors only* #infrastructure #privatemarkets **Sponsor press release: https://ow.ly/IYO350SzqAS

Equity markets are at an interesting junction. While inflation is still on everyone's radar, markets seem to enter a transition phase where the focus shifts from economic to political cycles, like in India, France & the UK atm. 📺 Watch CIO Virginie Maisonneuve, CFA, MBA share her global equity outlook below. #navigatingmarkets #equities #outlook

Amid a hung parliament, should investors hang around? Matthieu de Clermont offers a quick update on the France election. #navigatingmarkets #France #election