Allianz Global Investors

Ready to unlock the secrets of 2025's multi asset landscape? Watch Global CIO Gregor MA Hirt's quarterly multi asset update for a quick recap of the key moments in 2024 and listen to his outlook what investors need to know to navigate markets in 2025. #multiasset #outlook

We are hiring in Frankfurt! Join our Core IT Services team and play a key role in IT Service Management & Integration (ITSM&I), collaborating globally to enhance IT processes, manage ServiceNOW, and oversee service transitions. Be part of a global team driving IT excellence across Europe and Asia! https://ow.ly/c2BQ50UuM6Y #ITJobs #ServiceNOW #AssetManagement

Employment that pays workers below the official poverty line has become a global issue, heightened by the recent cost-of-living crisis. With a focus on human rights in our engagement activities, we encourage more employers to adopt living wages to help address this issue. Read more: https://ow.ly/jxfr50UtZbj #sustainabilitynow

Understanding Private Debt secondaries – What types do exist? They have been part of the private equity business for years and are also becoming increasingly important in private debt: secondary market transactions or secondaries. Secondaries are "second-hand shares", so to speak, but not second-class shares, as depending on the fund's term, market environment, and the seller's situation, they can offer interesting entry opportunities for institutional investors to support their portfolio construction. Generally, there are two types of secondary market transactions: ➡️ LP-led secondaries: These transactions occur when Limited Partners or LPs (fund investors) seek liquidity in the short or medium-term or wish to rebalance their portfolios. They offer their fund units on the secondary market. ➡️ GP-led secondaries: Fund managers (General Partners or GPs) initiate GP-led secondaries by offering portions of their portfolios that haven’t been liquidated as expected. This may happen, for instance, when closing funds and distributing returns to investors. Notably, “tail-end” transactions often arise during GP-led secondaries, involving the sale of a fund’s last remaining portfolio companies. Quicker allocation to private markets: Attractive returns, accelerated capital deployment, and broad diversification make secondaries a valuable addition to rapidly expanding portfolios. They facilitate quicker allocation to private markets compared to primary fund investments. 👍 Strong market opportunity: The current market volatility and shifts in target allocation within private market portfolios have led more LPs to explore exit options via private debt secondaries. Simultaneously, secondaries are gaining traction on the GP side. ⬆️ Growing importance of Private Debt Secondaries: Against the backdrop of economic uncertainty and banks’ reluctance to lend, the private debt market assumes a pivotal role for institutional investors. Following the trajectory seen in private equity, turnover of private debt secondary transactions is expected to accelerate over the coming years. GPs and LPs alike explore secondary solutions for liquidity reasons. Industry experts predict that the volume of secondary market transactions in private debt will continue to surge, potentially reaching USD 50 billion by 2026**. As AUM continue to expand structurally, private debt secondaries are poised to become a significant asset class in themselves. Read more about that topic and what secondary market investors should consider here: https://ow.ly/YYcq50UtYWZ *For fund distributors and professional investors only. Investing involves risk. Marketing communication. #PrivateMarkets #PrivateDebt | Joaquin Ardit

It´s getting cold outside – here are the hot editorial ingredients of our Private Markets Punch? 📚❄️ With the most magical time of the year around the corner, our Private Markets colleagues serve a blend of seven expert pieces. Enjoy the following video interviews, byliner, and articles for a deep dive into Infrastructure, Private Debt, and more. Click below to read 👇 #PrivateMarkets

Ending the year on an award winning high 🥇 Once again, AllianzGI has triumphed in this year’s Coalition Greenwich Awards, underlining our unwavering commitment to excellence in client service. AllianzGI has been named ‘Overall Quality Leader’ in several of its core markets, including Continental Europe, Germany and Asia 🌍 In Europe, AllianzGI was named ‘Quality Leader’ in Continental European Institutional Investment Management, as well as in European Intermediary Distribution Quality. In Asia, AllianzGI won the ‘Quality Leader’ awards for Asian Intermediary Distribution and Asian Institutional Investment Management. We are especially proud to win these awards as they are based on client feedback, with clients rating asset managers’ service quality and client satisfaction, including how we understand clients’ goals and how we manage our relationships with them, as well as our investment & risk-management skills and the quality of our reporting. Thanks to our clients for the trust they place in us and to our colleagues for their commitment to continuing to deliver the very highest levels of service. 👉 Find out more here: https://ow.ly/eqWc50UsLL0 #TeamAllianzGI #awards

The EU Platform on Sustainable Finance published a briefing on the Categorisation of Products under SFDR, taking into account the need for simplification and streamlining of EU sustainable finance disclosure regulations today. Read the report: https://lnkd.in/eKp3cjdy Julia Backmann, EU head of Business Legal at AllianzGI, will present the new briefing on Tuesday, 21 January at 13:00 CET as the rapporteur for this report. Register for the webinar here: https://lnkd.in/eYZqvyXW #sustainablefinance #sfdr #eutaxonomy

We expect the Bank of Japan (BOJ) to stay on hold in December but likely to provide some general guidance on its next steps, while staying short of pre-committing any future steps. Economic developments are in line with the BOJ’s outlook and would enable the BOJ to already hike rates in December. However, news reports indicate that the BOJ currently perceives little costs to postpone and will thus likely wait to increase its confidence. The press conference will be important to gain an understanding of whether there are any fundamental concerns for the BOJ and how the BOJ views the risks on the horizon, be they domestic or geopolitical. Click to read the full comments by Gregor MA Hirt, Global CIO Multi Asset at AllianzGI, ahead of the Bank of Japan meeting on 18-19 December 👇

Which sectors and regions are currently in scope when investing in infrastructure? 📺 Listen to Maria Lucia Aguilar-Wittmann and Tilman Mueller, Co-Heads Infrastructure Fund & Co-Investments, give insights into the current infrastructure themes that are playing a crucial role when making investment decisions. #privatemarkets #infrastructureequity #infrastructure *For fund distributors and professional investors only* 

Our partnership with the TUM School of Management Masters Programme Finance and Information Management (FIM) has been thriving since 2005. Over the years, more than 100 talented interns and working students have contributed to our journey, and today, over 16 FIM alumni are thriving in full-time roles at AllianzGI. This long-standing collaboration underscores the strength of our shared vision and commitment to excellence & consistency. In November, we welcomed two cohorts of the Master's programme for a company day: “AI at AllianzGI.” The event spotlighted the latest advancements in AI and its transformative impact across our core areas of expertise. It was an inspiring day filled with insights and engagement, featuring dynamic presentations from risklab, our Generative AI team, Portfolio Management, and Investment Technology—each showcasing how AI is driving innovation in their fields. A highlight of the day was an open panel discussion with FIM alumni now working at AllianzGI and Allianz Commercial, providing valuable perspectives and fostering meaningful connections. A big thank you to all the students who joined us and to our presenters for sharing their expertise, enthusiasm, and passion for AI and AllianzGI. We look forward to continuing this successful collaboration for many years to come!