We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets. Asset allocation: when uncertainty lingers, caution prevails For a short while during May, President Trump distracted the markets from his rolling tariff announcements…

You need strong nerves to invest in tech stocks. The American semiconductor producer Nvidia illustrates why. Last week, the company announced a 69% boost in revenue to USD 44.1 billion in the first quarter of 2025 and an increase in profit of 25% to nearly USD…

"THE WORST IS NEVER CERTAIN” In his latest press briefing, Christopher Dembik, Strategy Adviser at Pictet AM, warns that this summer can be a worrying one, particularly in August, which is often a month of disappointment on the stock market. Monetary and financial crises have…

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today its intention to support three shareholder proposals at Alphabet’s upcoming Annual General Meeting (AGM) on June 6, 2025. The votes relate to Proposal 12 Regarding a Human Rights Impact Assessment…

Courting trouble César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US Court of International Trade ruled that President Trump’s “Liberation Day” tariff plan is illegal, buoying stocks at the end of a strong month for equities. The court found Trump did not have the…

Comments by Michael Krautzberger, Global CIO Fixed Income at AllianzGI, ahead of the ECB meeting on 5 June We expect the European Central Bank to cut rates by 25 basis points at its 5th June meeting, its eighth cut in this cycle, taking the deposit…