Alain Barthel

Multi Asset Tactical View - June 2024 Views in brief: Sell in May – or stay around? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results. *** DIRECT ACCESS TO THE DOCUMENT (pdf) ***

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Multi Asset Tactical View - August 2024 Views in brief: Recession fears overdone… for the moment By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

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Multi Asset Tactical View - June 2024 Views in brief: Sell in May – or stay around? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results. *** DIRECT ACCESS TO THE DOCUMENT (pdf) ***

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Fixed Income Forward: June 2024: New hierarchy emerges in bond risk premiums Much has happened in fixed income since the start of the year. But greater differentiation in bond markets has been slow in coming. Only now do we begin to see serious signs of a new hierarchy in risk premiums emerging. By Franck Dixmier, Global CIO Fixed Income and Georgios Georgiou, Global Head Product Specialists Fixed Income at Allianz Global Investors. #FixedIncomeForward #FixedIncome #Bonds #NavigatingRates

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Multi Asset Tactical View - July 2024 Views in brief: Political turmoil in Europe – brace for market impact or smooth sailing? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/e47ZpnZf [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

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Multi Asset Tactical View - June 2024 Views in brief: Sell in May – or stay around? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results. *** DIRECT ACCESS TO THE DOCUMENT (pdf) ***

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Expand Your Opportunity Set: Global Quality Mid-Caps The quality mid-cap investment universe is rich with possibilities, offering the potential for portfolio diversification. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/edM_bZxf #investing #AlternativeInvestment #PrivateMarkets

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/e5PVeqfK [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

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When it comes to climate change inaction is not an option. Our whitepaper outlines how we’re aiming to help corporates pull the right levers to target better aggregated climate outcomes: https://lnkd.in/eQZdCSk5 For professional investors only. Capital at risk.

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The Euro area is showing resilience. Despite weak growth, we believe European fixed income investments are looking attractive. Discover why in our latest article: https://bit.ly/3Axa3YC #EuroArea #FixedIncomeInvesting #EconomicInsights #FixedIncome #EconomicOutlook

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It was a pleasure and an honour to be part of the Panel Discussion on Asset Allocation and Macro-Economic Outlook at the Switzerland Institutional Forum hosted today by Markets Group. Together with Fabienne Hockenjos-Erni, CFA and Tauno Lörtscher (Head Investment Strategy, Swiss Re) we discussed not only the market outlook and asset allocation, but also touched upon the most recent developments on the world stage, including the U.S. election results and the developments in Germany. I was inspired to see how coherent and structured a discussion about such recent events of scale can be. My main take-away: flexibility is a crucial ability and we need to practice it more when thinking, talking and observing markets! #marketoutlook #cioview #assetallocation

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Multi Asset Tactical View - August 2024 Views in brief: Recession fears overdone… for the moment By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

1

Multi Asset Tactical View - June 2024 Views in brief: Sell in May – or stay around? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results. *** DIRECT ACCESS TO THE DOCUMENT (pdf) ***

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