Capital Market Analysis by Allianz Global Investors http://www.allianzglobalinvestors.de Allianz Global Investors de-de Fri, 3 Feb 2012 10:00:03 GMT internetteam@allianzgi.de (Allianz Global Investors) Fri, 3 Feb 2012 10:00:03 GMT internetteam@allianzgi.de (Allianz Global Investors) Capital Market Analysis by Allianz Global Investors Capital Market Analysis by Allianz Global Investors Allianz Global Investors Allianz Global Investors internetteam@allianzgi.de (Allianz Global Investors) capital, Finance, Allianz, dit, Fonds, Stock, Money, News, Analysis, Capital Market Monthly no no http://www.allianzglobalinvestors.de/cms-out/rss/style/cover/3podcast-cma.jpg http://www.allianzglobalinvestors.de Capital Market Analysis by Allianz Global Investors Investors looking for harmonies would be better off going to the opera. Last month, for example, there was a great deal of uproar: credit downgrades for France, Italy and seven other Eurozone countries by rating agency Standard & Poor's, a worrying intermezzo between countries and creditors in Europe and an overall rather disappointing reporting season. Read more about the current situation and the actual melody of the capital markets in our latest Capital Market Monthly. http://www.allianzglobalinvestors.de/kapitalmarktanalyse/publikationen/CMM.pdf http://www.allianzglobalinvestors.de/kapitalmarktanalyse/publikationen/CMM.pdf Fri, 3 Feb 2012 10:00:01 GMT Capital Market Monthly February 2012: Portfolio Symphony Capital Market Monthly February 2012: Portfolio Symphony 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Credit is due to T.C. Boyle not just for his bestseller with the above title but for the exemplary nonchalance with which he sees the topic's entertainment value. It's clear that we are sorely lacking this nonchalance today. Read more about that and why the world always ends a bit later than predicted in our latest Capital Markets Monthly. http://www.allianzglobalinvestors.de/kapitalmarktanalyse/publikationen/12-01-CMM.pdf http://www.allianzglobalinvestors.de/kapitalmarktanalyse/publikationen/12-01-CMM.pdf Thu, 5 Jan 2012 10:00:01 GMT Capital Market Monthly January 2012: World's End Capital Market Monthly January 2012: World's End 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Today's China is very reminiscent of the United States at the time of Bretton Woods when the US Dollar became the world's reserve currency: in addition to a current account surplus, the US also had a small budget deficit and was transforming itself into a leading exporter; its level of debt was also relatively low in comparison to other countries. Is history repeating itself? Can the Chinese currency, the Renminbi (RMB), become a new global currency? The road ahead appears to be clear for this to happen. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-renminbi-new-global-currency.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-renminbi-new-global-currency.mp3 Tue, 24 Jan 2012 10:00:01 GMT Capital Market Analysis - The Chinese Renminbi - The New Global Currency [MP3] Capital Market Analysis - The Chinese Renminbi - The New Global Currency [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no High-yield corporate bonds have suffered from a lack of liquidity and from investor risk aversion. The higher yields these bonds offer are linked to the issuers' creditworthiness. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-high-yield.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-high-yield.pdf Thu, 19 Jan 2012 10:00:01 GMT Capital Market Analysis - High-yield corporate bonds [PDF] Capital Market Analysis - High-yield corporate bonds [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Dividend strategies could offer investors an attractive "coupon", writes Andreas Utermann, Global CIO Allianz Global Investors, in his latest "Focus". http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-focus-dividend-stocks.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-focus-dividend-stocks.mp3 Mon, 16 Jan 2012 10:00:01 GMT Capital Market Analysis - Dividends set for 1980s-style comeback [MP3] Capital Market Analysis - Dividends set for 1980s-style comeback [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The equity markets have experienced considerable volatility the last year. While European and US yields dropped to a new record low, global dividend returns on equities climbed to a new annual high. Investors are wondering: Will the higher dividend payments be sustainable? And what do investments in dividend stocks offer at the moment? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-dividend-stocks.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-dividend-stocks.pdf Thu, 12 Jan 2012 10:00:01 GMT Capital Market Analysis - Dividend stocks - an attractive addition to a portfolio [PDF] Capital Market Analysis - Dividend stocks - an attractive addition to a portfolio [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Dividend strategies could offer investors an attractive "coupon", writes Andreas Utermann, Global CIO Allianz Global Investors, in his latest "Focus". http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-dividend-stocks.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-dividend-stocks.pdf Thu, 12 Jan 2012 10:00:01 GMT Capital Market Analysis - Dividends set for 1980s-style comeback [PDF] Capital Market Analysis - Dividends set for 1980s-style comeback [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-6.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-6.mp3 Wed, 21 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 6) [MP3] Capital Market Analysis - Demographic Turning Point (Part 6) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-5.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-5.mp3 Wed, 21 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 5) [MP3] Capital Market Analysis - Demographic Turning Point (Part 5) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Active management is also necessary for bond portfolios. Learn in our new publication about various strategies for bonds. Strategies that may seek to reduce the interest-rate risk of bonds or to open a targeted position to take advantage of opportunities. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-bond-strategies.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-bond-strategies.pdf Thu, 15 Dec 2011 10:00:01 GMT Capital Market Analysis - Bond (Fund) strategies - Behind or in front of the curve [PDF] Capital Market Analysis - Bond (Fund) strategies - Behind or in front of the curve [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-4.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-4.mp3 Wed, 14 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 4) [MP3] Capital Market Analysis - Demographic Turning Point (Part 4) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-3.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-3.mp3 Wed, 14 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 3) [MP3] Capital Market Analysis - Demographic Turning Point (Part 3) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-2.mp3 Wed, 07 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 2) [MP3] Capital Market Analysis - Demographic Turning Point (Part 2) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-turning-point-part-1.mp3 Wed, 07 Dec 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 1) [MP3] Capital Market Analysis - Demographic Turning Point (Part 1) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no A sharp correction on the Chinese real estate market, increasing indebtedness of Chinese local governments as well as a larger ratio of non-performing loans on the balance sheets of Chinese banks or a collapse of the shadow banking system. Any one of these factors, which make up an essential part of the basic conversation about China, could result in a decline in economic growth. But are concerns as to whether the Chinese economy could face a so-called "hard landing" justified? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-china-hard-landing.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-china-hard-landing.mp3 Fri, 02 Dec 2011 10:00:01 GMT Capital Market Analysis - China - "Hard Landing"? [MP3] Capital Market Analysis - China - "Hard Landing"? [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no More than 150 European institutional investors with assets in excess of EUR 990bn have participated in the first Allianz Global Investors RiskMonitor survey. The single biggest worry regards interest rates. Almost two-thirds of pension funds, insurers and their advisers see overall market volatility as a considerable risk to reaching their financial targets for the next twelve months. Read more in our new RiskMonitor. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-Riskmonitor.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-Riskmonitor.pdf Thu, 1 Dec 2011 10:00:01 GMT Capital Market Analysis - RiskMonitor November 2011 [PDF] Capital Market Analysis - RiskMonitor November 2011 [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no With its new Five Year Plan now approved by the National People's Congress, China has set the course for its new orientation over the next five years. Away from economic growth based heavily on exports towards a strengthening of domestic consumption. But what do these structural changes mean for investors? And do they offer any strategic investment opportunities? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-3.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-3.mp3 Fri, 18 Nov 2011 10:00:01 GMT Capital Market Analysis - China's new age of growth (Part 3) [MP3] Capital Market Analysis - China's new age of growth (Part 3) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no A sharp correction on the Chinese real estate market, increasing indebtedness of Chinese local governments as well as a larger ratio of non-performing loans on the balance sheets of Chinese banks or a collapse of the shadow banking system. Any one of these factors, which make up an essential part of the basic conversation about China, could result in a decline in economic growth. But are concerns as to whether the Chinese economy could face a so-called "hard landing" justified? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-hard-landing.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-hard-landing.pdf Fri, 11 Nov 2011 10:00:01 GMT Capital Market Analysis - China - "Hard Landing"? [PDF] Capital Market Analysis - China - "Hard Landing"? [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no With its new Five Year Plan now approved by the National People's Congress, China has set the course for its new orientation over the next five years. Away from economic growth based heavily on exports towards a strengthening of domestic consumption. But what do these structural changes mean for investors? And do they offer any strategic investment opportunities? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-2.mp3 Fri, 11 Nov 2011 10:00:01 GMT Capital Market Analysis - China's new age of growth (Part 2) [MP3] Capital Market Analysis - China's new age of growth (Part 2) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no With its new Five Year Plan now approved by the National People's Congress, China has set the course for its new orientation over the next five years. Away from economic growth based heavily on exports towards a strengthening of domestic consumption. But what do these structural changes mean for investors? And do they offer any strategic investment opportunities? Read more in our latest publication. http://www.allianzglobalinvestors.de//cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-1.mp3 http://www.allianzglobalinvestors.de//cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-chinas-new-age-of-growth-1.mp3 Fri, 4 Nov 2011 10:00:01 GMT Capital Market Analysis - China's new age of growth (Part 1) [MP3] Capital Market Analysis - China's new age of growth (Part 1) [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no People are living longer; the global population is growing. The particularly strong population growth in the emerging economies is simultaneously accompanied by dynamic economies. This global demographic trend is an investment opportunity when viewed properly. Read more on this topic in the new publication of Capital Market Analysis at Allianz Global Investors. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part3.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part3.pdf Thu, 20 Oct 2011 10:00:01 GMT Capital Market Analysis - Demography as an Investment Opportunity (Part 3) [PDF] Capital Market Analysis - Demography as an Investment Opportunity (Part 3) [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Traditionally, retirement income in many countries has come predominantly from public pensions, but this is changing. Reform efforts have aimed to strengthen funded pensions and creating incentives to build up provisions privately in order to diversify retirement income and cope with demographic challenges. Read more on this topic in our second part of our new three-part series on demography - a guest article of Dr. Kathrin Nies and Dr. Renate Finke of Allianz Global Investors International Pensions. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part2.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part2.pdf Fri, 21 Oct 2011 10:00:01 GMT Capital Market Analysis - Pension Systems in a Demographic Transition (Part 2) [PDF] Capital Market Analysis - Pension Systems in a Demographic Transition (Part 2) [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Globalisation, demographics, the growth markets catching up to the industrialised countries, scarce resources and a new information age - megatrends are changing the world. At the same time, (capital market) risks are cropping up ever more frequently in an increasingly interconnected world. It is an environment that investors need to adapt to without delay. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-changing-world-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-changing-world-2.mp3 Fri, 14 Oct 2011 10:00:01 GMT Capital Market Analysis - Decisive insights in a "Changing World" [MP3] Capital Market Analysis - Decisive insights in a "Changing World" [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The UN population division calculated, that the world population hits 7 billion around October 31. As we are reaching this momentous milestone we'll be reporting in-depth on the global demographic trends that await the 7 billion baby. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-demographics-turningpoint.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-demographics-turningpoint.pdf Fri, 14 Oct 2011 10:00:01 GMT Capital Market Analysis - Demographics: From Turning Point to Investment Opportunity [PDF] Capital Market Analysis - Demographics: From Turning Point to Investment Opportunity [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no World population has quadrupled to 7 billion people within just 100 years. But what are the prospects of global demographic trends in the future? Read more on this topic in our first part of our new three-part series on demography - a guest article of Dr. Michaela Grimm from Allianz Economic Research. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part1.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-demographic-turning-point-part1.pdf Fri, 14 Oct 2011 10:00:01 GMT Capital Market Analysis - Demographic Turning Point (Part 1) [PDF] Capital Market Analysis - Demographic Turning Point (Part 1) [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Retirement is not the safe haven it used to be. Many observers today are actively discussing the so-called retirement crisis, noting that people do not save enough and will not accumulate sufficient assets to retire comfortably. In this guest article Professor Shlomo Benartzi's goal is to help consumers on their way to financial security. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Behavioral-Finance-and-the-Pohe-new-normal.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Behavioral-Finance-and-the-Pohe-new-normal.pdf Thu, 29 Sep 2011 10:00:01 GMT Capital Market Analysis - Behavioral Finance and the Post-Retirement Crisis [PDF] Capital Market Analysis - Behavioral Finance and the Post-Retirement Crisis [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Parking your money in a savings account or in top-rated bonds is not a good way to generate interest right now. With these types of investments, investors run the risk of a long-term decline in their current standard of living. Don't just save: invest the right way http://www.allianzglobalinvestors.de//cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-right-way-to-invest-in-the-new-normal.pdf http://www.allianzglobalinvestors.de//cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-right-way-to-invest-in-the-new-normal.pdf Tue, 27 Sep 2011 10:00:01 GMT Capital Market Analysis - 10 theses on investing the right way in the New Normal [PDF] Capital Market Analysis - 10 theses on investing the right way in the New Normal [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Structural changes in the world economy are occurring more and more frequently on globally linked financial markets. Emotions also play a part in speeding up the process of change. Meanwhile, capital market investors are faced with the dilemma that the certainty to which they have become accustomed now harbours a risk. Capital markets are at a turning point in which the real return is more important than ever. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Turning-Point.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Turning-Point.pdf Thu, 22 Sep 2011 10:00:01 GMT Capital Market Analysis - Turning Point [PDF] Capital Market Analysis - Turning Point [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The equity markets have experienced considerable volatility so far this year. While European and US yields dropped to a new record low, global dividend returns on equities climbed to a new annual high. Investors are wondering: Will the higher dividend payments be sustainable? And what do investments in dividend stocks offer at the moment? Read more in our latest and updated publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-dividend-stocks.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-dividend-stocks.pdf Fri, 16 Sep 2011 10:00:01 GMT Capital Market Analysis - Dividend stocks [PDF] Capital Market Analysis - Dividend stocks [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Consumer prices in China rose 6.2% year-on-year in August, after hitting a new three-year high in July. As in the previous months, food drove the increase in the cost of living. The question is: Will inflation in China be peaking soon? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-concern-inflation.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-concern-inflation.pdf Fri, 16 Sep 2011 10:00:01 GMT Capital Market Analysis - China's Concern: Inflation [PDF] Capital Market Analysis - China's Concern: Inflation [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Has gold reached its new record high merely thanks to ist reputation as a "safe haven" or is there more behind this development? What is it about this precious metal that still holds investors interests? And: How is supply and demand developing? Read more in our latest focus. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-to-gold-cling-all.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-to-gold-cling-all.pdf Thu, 8 Sep 2011 10:00:01 GMT Capital Market Analysis - To gold cling all? Capital Market Analysis - To gold cling all? 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no "Society will have to overcome several significant barriers along the path to a low carbon economy, many of which also represent opportunities. Read in this guest article from Katharina Latif and Karsten Löffler from Allianz Climate Solutions about the actual situation as well as expected changes on the way to a Low Carbon Economy and learn how clean energy may be attractive from an investors point of view." http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Low-Carbon-Economy.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Low-Carbon-Economy.pdf Thu, 25 Aug 2011 10:00:01 GMT Capital Market Analysis - Low Carbon [PDF] Capital Market Analysis - Low Carbon [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The debate about the advantages and disadvantages of active and passive management has for years been one of the liveliest in the investment industry. Just what is the best approach to investment? "Active" or "passive"? You will find answers in our latest publication of Capital Market Analysis http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-active-management.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-active-management.pdf Mon, 22 Aug 2011 10:00:01 GMT Capital Market Analysis - Active Management [PDF] Capital Market Analysis - Active Management [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The debate about the advantages and disadvantages of active and passive management has for years been one of the liveliest in the investment industry. Just what is the best approach to investment? "Active" or "passive"? You will find answers in our latest publication of Capital Market Analysis http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-active-management.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-active-management.mp3 Mon, 22 Aug 2011 10:00:01 GMT Capital Market Analysis - Active Management [MP3] Capital Market Analysis - Active Management [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Globalisation, demographics, the growth markets catching up to the industrialised countries, scarce resources and a new information age - megatrends are changing the world. At the same time, (capital market) risks are cropping up ever more frequently in an increasingly interconnected world. It is an environment that investors need to adapt to without delay. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-changing-world.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-changing-world.pdf Mon, 22 Aug 2011 10:00:01 GMT Capital Market Analysis - Decisive insights in a "Changing World" [PDF] Capital Market Analysis - Decisive insights in a "Changing World" [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Globalisation, demographics, the growth markets catching up to the industrialised countries, scarce resources and a new information age - megatrends are changing the world. At the same time, (capital market) risks are cropping up ever more frequently in an increasingly interconnected world. It is an environment that investors need to adapt to without delay. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-changing-world-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-changing-world-1.mp3 Mon, 22 Aug 2011 10:00:01 GMT Capital Market Analysis - Decisive insights in a "Changing World" [MP3] Capital Market Analysis - Decisive insights in a "Changing World" [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no "Every person is a Homo oeconomicus and makes purely rational decisions. This results in efficient capital markets." Is this really true? That's where Behavioral Finance comes into play. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-outsmart-yourself.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-outsmart-yourself.pdf Fri, 22 Jul 2011 10:00:01 GMT Capital Market Analysis - Outsmart Yourself! [PDF] Capital Market Analysis - Outsmart Yourself! [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no With its new Five Year Plan now approved by the National People's Congress, China has set the course for its new orientation over the next five years. Away from economic growth based heavily on exports towards a strengthening of domestic consumption. But what do these structural changes mean for investors? And do they offer any strategic investment opportunities? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-new-age-of-growth.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-chinas-new-age-of-growth.pdf Fri, 22 Jul 2011 10:00:01 GMT Capital Market Analysis - China's new age of growth [PDF] Capital Market Analysis - China's new age of growth [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Economic growth in China has outpaced that of virtually every other country over the past 20 years. Over this period, the Chinese capital market has also experienced impressive development. However, we believe that the stock exchanges in China have structural weaknesses, but what will happen if the capital market in China continues to open up to international investors? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-tentative-opening-of-the-chinese-capital-market.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-tentative-opening-of-the-chinese-capital-market.pdf Thu, 30 Jun 2011 10:00:01 GMT Capital Market Analysis - "The Tentative Opening of the Chinese Capital Market" [PDF] Capital Market Analysis - "The Tentative Opening of the Chinese Capital Market" [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Guido Stiel (Portfolio Manager at RCM) describes his impressios from his last field trip to China. His conlusion: All in all, growth in China keeps on track even if the government has imposed various tightening measures in the last months to temporarily cool down the economy. However, within the scope of the 12th Five-Year Plan Hunan still aims to double its GDP by 2015. Interesting - and from an investor's point of view - profitable times are ahead of us. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Focus-China-Boomtown.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Focus-China-Boomtown.pdf Tue, 21 Jun 2011 10:00:01 GMT Capital Market Analysis - Spotlight: A chinese Boomtown [PDF] Capital Market Analysis - Spotlight: A chinese Boomtown [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no India and China differ in their social and economic structures but, as far as dynamic growth is concerned, equity investors in either country are likely to see above-average returns in the coming years. This is the conclusion reached by Guido Stiel, portfolio manager for BRIC countries and emerging market equities, who regularly visits both countries and describes his impressions. Read more in our latest focus. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-focus-tiger-and-dragon.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-focus-tiger-and-dragon.mp3 Tue, 14 Jun 2011 10:00:01 GMT Capital Market Analysis - Tiger and Dragon [MP3] Capital Market Analysis - Tiger and Dragon [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no China has replaced Japan as the Asian economic champion causing some to suggest that China will follow many of the steps taken by Japan during its economic emergence.But nevertheless, the dynamics of the relationship between Japan and China are critical for Asian prosperity. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Focus-China.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-Focus-China.pdf Thu, 26 May 2011 10:00:01 GMT Capital Market Analysis - China Focus - Following the footsteps [PDF] Capital Market Analysis - China Focus - Following the footsteps [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no ESG factors are seemingly a significant source of investment risk for investors. This study, written by Dr. Steffen Hörter of risklab, shows that an ESG risk-optimized strategic asset allocation with growth assets can improve expected portfolio performance. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-responsible-investing-reloaded.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-responsible-investing-reloaded.pdf Wed, 20 Apr 2011 10:00:01 GMT Capital Market Analysis - Responsible Investing reloaded [PDF] Capital Market Analysis - Responsible Investing reloaded [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Christina Chung (Senior portfolio manager, Head of Hong Kong and China equities, RCM) describes in her latest guest contribution how China wants to get a grip on inflation. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-china-fighting-inflationary-pressure.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-china-fighting-inflationary-pressure.pdf Thu, 14 Apr 2011 10:00:01 GMT Capital Market Analysis - Fighting inflationary pressure [PDF] Capital Market Analysis - Fighting inflationary pressure [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no With the economic recovery picking up steam, small caps continued their positive performance in 2010. But in view of the current capital market environment, investors should be asking two questions: How will small caps behave in the runup to future (key) interest-rate hikes? And how do secondary stocks perform in economic cycles? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-is-small-beautiful.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-is-small-beautiful.pdf Thu, 14 Apr 2011 10:00:01 GMT Capital Market Analysis - Is small beautiful? [PDF] Capital Market Analysis - Is small beautiful? [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no India and China differ in their social and economic structures but, as far as dynamic growth is concerned, equity investors in either country are likely to see above-average returns in the coming years. This is the conclusion reached by Guido Stiel, portfolio manager for BRIC countries and emerging market equities, who regularly visits both countries and describes his impressions. Read more in our latest focus. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-tiger-and-dragon.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-tiger-and-dragon.pdf Thu, 7 Apr 2011 10:00:01 GMT Capital Market Analysis - Tiger and Dragon [PDF] Capital Market Analysis - Tiger and Dragon [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no An increasingly complex investment landscape, increased insecurity and volatility of capital markets as well as changing regulatory environments and changing accounting rules pose significant challenges to pension fund investment management. The degree of sophistication has increased markedly. The Fiduciary Management model emerged as a response and is now one of the major themes driving pension markets. Allianz Global Investors has conducted a survey to explore the demand for fiduciary Management services in major European pension markets. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-Fiduciary-Management.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-Fiduciary-Management.pdf Fri, 01 Apr 2011 10:00:01 GMT Capital Market Analysis - Fiduciary Management [PDF] Capital Market Analysis - Fiduciary Management [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no In our latest white paper as part of our China-Focus-Series Weijun Yin, product specialist from RCM, writes about the labour shortage in China spreading to even less developed central areas.The structural change through income redistribution is gaining momentum. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-china-labour-shortage.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-focus-china-labour-shortage.pdf Thu, 24 Mar 2011 10:00:01 GMT Capital Market Analysis - China Focus - Labour Shortage [PDF] Capital Market Analysis - China Focus - Labour Shortage [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Just a couple of days ago, the PBoC announced on its website that it will further expand the cross border Yuan-denominated trade settlements across the country within this year. This liberalization should be considered as a milestone of the RMB's internationalization process, write Weijun Yin, Product Specialist from RCM in his latest "China Focus". http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-renminbi-internationalisation-gains-momentum.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-the-renminbi-internationalisation-gains-momentum.pdf Fri, 11 Mar 2011 10:00:01 GMT Capital Market Analysis - The Renminbi internationalisation gains momentum [PDF] Capital Market Analysis - The Renminbi internationalisation gains momentum [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no China has long been an attractive country for investors. But what does the market really look like? What about the economy, inflation and the equity market? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-china-driving-global-growth.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-china-driving-global-growth.pdf Fri, 25 Feb 2011 10:00:01 GMT Capital Market Analysis - "China - Driving Global Growth" [PDF] Capital Market Analysis - "China - Driving Global Growth" [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The last years saw a breath-taking roller coaster ride for raw materials: after the steep crash at the end of 2008 a new high-altitude flight began with some new record levels in 2010. How are we to assess this development? And beyond the horizon of the current economic situation which are the most important drivers for prices of raw materials in the future? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-megatrends-scarce-Resources.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-megatrends-scarce-Resources.pdf Fri, 25 Feb 2011 10:00:01 GMT Capital Market Analysis - Megatrend: Scarce resources [PDF] Capital Market Analysis - Megatrend: Scarce resources [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Corporate credit provides a real investment opportunity when an economic cycle normalises. The high-yield segment is the best example of this because of its performance potential. Olivier Gasquet analyses in his recent study the drivers behind the value of corporate credit and what it brings to a diversified portfolio? Read more in our latest publication. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-my-name-is-bond-corporate-bond.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-my-name-is-bond-corporate-bond.pdf Thu, 10 Feb 2011 10:00:01 GMT Capital Market Analysis - My name's "Bond" - "Corporate Bond" [PDF] Capital Market Analysis - My name's "Bond" - "Corporate Bond" [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Parking your money in a savings account or in top-rated bonds is not a good way to generate interest right now. With these types of investments, investors run the risk of a long-term decline in their current standard of living. Don't just save: invest the right way http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-10-theses-on-investing-the-right-way-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-10-theses-on-investing-the-right-way-2.mp3 Fri, 28 Jan 2011 10:00:01 GMT Capital Market Analysis - 10 theses on investing the right way in the New Normal Part 2 [MP3] Capital Market Analysis - 10 theses on investing the right way in the New Normal Part 2 [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Parking your money in a savings account or in top-rated bonds is not a good way to generate interest right now. With these types of investments, investors run the risk of a long-term decline in their current standard of living. Don't just save: invest the right way http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-10-theses-on-investing-the-right-way-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-10-theses-on-investing-the-right-way-1.mp3 Fri, 21 Jan 2011 10:00:01 GMT Capital Market Analysis - 10 theses on investing the right way in the New Normal Part 1 [MP3] Capital Market Analysis - 10 theses on investing the right way in the New Normal Part 1 [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The latest research made by risklab comes to the following conclusion: Integrating sustainability factors into investment decisions provides opportunities for improving the risk/return profile of a portfolio. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-sustainable-investing-just-a-fad.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-sustainable-investing-just-a-fad.pdf Mon, 03 Jan 2011 10:00:01 GMT Capital Market Analysis: Sustainable Investing: just a fad? Capital Market Analysis: Sustainable Investing: just a fad? 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Asian crisis, Brazilian crisis, Mexican crisis, Russian crisis ... these emerging-market crises will probably not soon be forgotten. But hasn't everything changed since then? Emerging Markets are growth markets - which the latest study of the Capital Market Analysis points out. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-from-emerging-markets-to-growth-markets.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-from-emerging-markets-to-growth-markets.pdf Thu, 09 Dec 2010 10:00:01 GMT Capital Market Analysis: From emerging markets to growth markets Capital Market Analysis: From emerging markets to growth markets 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Markets are efficient and investors are rational - that is the consensus view, at any rate. But how can we differentiate between facts and dogma? Are traditional investment risk models an adequate representation of extreme events (so-called black swans)? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-3.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-3.mp3 Wed, 06 Oct 2010 10:00:01 GMT PortfolioPractice: The new Zoology of Investment Risk Management Part 3 PortfolioPractice: The new Zoology of Investment Risk Management Part 3 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Markets are efficient and investors are rational - that is the consensus view, at any rate. But how can we differentiate between facts and dogma? Are traditional investment risk models an adequate representation of extreme events (so-called black swans)? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-2.mp3 Wed, 06 Oct 2010 10:00:01 GMT PortfolioPractice: The new Zoology of Investment Risk Management Part 2 PortfolioPractice: The new Zoology of Investment Risk Management Part 2 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Markets are efficient and investors are rational - that is the consensus view, at any rate. But how can we differentiate between facts and dogma? Are traditional investment risk models an adequate representation of extreme events (so-called black swans)? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-zoologie-1.mp3 Wed, 06 Oct 2010 10:00:01 GMT PortfolioPractice: The new Zoology of Investment Risk Management Part 1 PortfolioPractice: The new Zoology of Investment Risk Management Part 1 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no From the invention of the steam engine to the internet, the last 200 years of history the economy has gone through five long (Kondratieff-)waves. Five major economic cycles, characterised by long periods of prosperity which have generally ended in a major crisis. Many investors are now wondering whether the current financial crisis could mark the beginning of a new cycle of prosperity. Will the environment, biotechnology and health sectors serve as the economic engines of the future and put us back on a path of sustainable growth? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-3.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-3.mp3 Tue, 09 Feb 2010 10:00:01 GMT Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 3 [MP3] Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 3 [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no As we seemingly recover from the global financial crisis, market participants are questioning how best to position themselves in response to a new market environment. Three investment philosophies have increasingly started to draw the attention of investors as a way to deal with todays new investment challenges. http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-sustainability.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-sustainability.pdf Fri, 13 Aug 2010 10:00:01 GMT Sustainable - Responsible - Themed strategies Sustainable - Responsible - Themed strategies 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no Markets are efficient and investors are rational - that is the consensus view, at any rate. But how can we differentiate between facts and dogma? Are traditional investment risk models an adequate representation of extreme events (so-called black swans)? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-the-new-zoologie.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/portfoliopractice-the-new-zoologie.pdf Thu, 15 Jul 2010 10:00:01 GMT Academy: The new Zoology of Investment Risk Management Academy: The new Zoology of Investment Risk Management 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The financial crisis has left its mark on the real economy. But what are the prospects for the future, beyond the current horizon of economic forecasts? Is it possible for Asia, with its strongly growing economy, to become the centre of gravity in the 21st century? 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Will the environment, biotechnology and health sectors serve as the economic engines of the future and put us back on a path of sustainable growth? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-2.mp3 Tue, 02 Feb 2010 10:00:01 GMT Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 2 [MP3] Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 2 [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no From the invention of the steam engine to the internet, the last 200 years of history the economy has gone through five long (Kondratieff-)waves. Five major economic cycles, characterised by long periods of prosperity which have generally ended in a major crisis. Many investors are now wondering whether the current financial crisis could mark the beginning of a new cycle of prosperity. Will the environment, biotechnology and health sectors serve as the economic engines of the future and put us back on a path of sustainable growth? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-kondratieff.pdf http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/pdf-eng/analysis-and-trends-kondratieff.pdf Thu, 21 Jan 2010 10:00:01 GMT Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity [PDF] Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity [PDF] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no From the invention of the steam engine to the internet, the last 200 years of history the economy has gone through five long (Kondratieff-)waves. Five major economic cycles, characterised by long periods of prosperity which have generally ended in a major crisis. Many investors are now wondering whether the current financial crisis could mark the beginning of a new cycle of prosperity. Will the environment, biotechnology and health sectors serve as the economic engines of the future and put us back on a path of sustainable growth? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-kondratieff-1.mp3 Thu, 21 Jan 2010 10:00:01 GMT Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 1 [MP3] Megatrend: Megatrend: Wachstumsländer - Emerging Markets - The sixth Kondratieff - long waves of prosperity Part 1 [MP3] 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no The financial crisis has left its mark on the real economy. But what are the prospects for the future, beyond the current horizon of economic forecasts? Is it possible for Asia, with its strongly growing economy, to become the centre of gravity in the 21st century? What are the mainsprings behind this still very young success story? http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-asia-on-move.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-asia-on-move.mp3 Thu, 26 Nov 2009 10:00:01 GMT Capital Market Analysis: Asia on the move Capital Market Analysis: Asia on the move 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-dealing-with-black-swans.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/portfoliopractice-dealing-with-black-swans.mp3 Tue, 10 Nov 2009 10:00:01 GMT PortfolioPractice: Active Management PortfolioPractice: Active Management 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-1.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-1.mp3 Tue, 10 Nov 2009 10:00:01 GMT Analyses & Trends: Outsmart Yourself! - Part 1 Analyses & Trends: Outsmart Yourself! - Part 1 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-2.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-2.mp3 Tue, 10 Nov 2009 10:00:01 GMT Analyses & Trends: Outsmart Yourself! - Part 2 Analyses & Trends: Outsmart Yourself! - Part 2 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-3.mp3 http://www.allianzglobalinvestors.de/cms-out/kapitalmarktanalyse/docs/mp3-eng/analysis-and-trends-outsmart-yourself-3.mp3 Tue, 10 Nov 2009 10:00:01 GMT Analyses & Trends: Outsmart Yourself! - Part 3 Analyses & Trends: Outsmart Yourself! - Part 3 00:01 Allianz Global Investors Kapital, Finanzen, Allianz, dit, Fonds, Börse, Geld, Nachrichten, Analyse, Kapitalmarktbrief no no