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The impact of Covid-19 is being felt across the world. It has ushered in significant market volatility and uncertainty, as well as posing significant humanitarian challenges.

At Allianz Global Investors, our primary focus is on helping our clients and our colleagues safely navigate the uncharted territory we find ourselves in. We have moved quickly to protect and support our employees and to ensure we can continue to deliver our products and services to you in the seamless way you expect of us.

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The US Federal Reserve cut rates to near zero over the weekend in a bid to ease pressure on the global financial system. Yet stockmarkets are unlikely to be reassured. With the course of the coronavirus outbreak uncertain and governments acting increasingly aggressively to contain or delay its spread, a global recession looks all but certain. Investors should recognise that we are in bear-market territory and adjust accordingly. US Treasuries and gold could do well, but investors may also want to add risk in undervalued sectors such as energy.

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What’s unnerving for markets is that the full downside risk of the coronavirus is difficult to quantify. And it comes when the world economy is facing a downturn, central banks have little policy ammunition left and global leverage is again at record levels. While there are typically several conditions that signal when a bear market in risk assets has come to an end, we don’t think all these conditions have been met. Investors should, therefore, remain cautious as the economic effects of the coronavirus continue to spread.

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世界有数のアクティブ運用会社、アリアンツ・グローバル・インベスターズ(当社)は本日、2019年の株主と経営陣による約10万件の議案に対する議決権行使を分析した内容を発表し、国によりコーポレートガバナンスの基準に差があるというデータを公開しました。

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中国経済は、新型コロナウィルスの大流行によって短期的にはダメージを受けると予想していますが、長期的にはポジティブにみています。アジア全体で、サプライチェーンに問題が発生し、マイナスの影響を広範に及ぼす可能性があります。しかし、世界経済は中国ほどダメージを受けないでしょう。中央銀行の政策、企業業績、経済のファンダメンタルの安定が世界のリスク資産を下支えすると思われます。

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