アリアンツ・グローバル・インベスターズ

お問い合わせ

Active is:
Scoring a multicultural experience in Germany

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Our heart beats for active asset management

Active is:
Creating and sharing value

私たちが掲げている、最も大切なキーワードである「Active is」。それは、アリアンツ・グローバル・インベスターズ（アリアンツGI）の資産運用のあり方を表現するだけにとどまりません。

Active is:
Sharing insights

アクティブ戦略を提供する運用会社として、アリアンツ・グローバル・インベスターズは資本市場を理解し、詳細なリサーチを行い、新しい投資アイディアを生み出すことを非常に大切にしています。市場、世界経済、政治などのタイムリーな投資に関する幅広い洞察をご覧ください。

様々な投資・運用のテーマについて動画による解説を掲載しております。

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グローバルな展開、ローカルな専門性

world map

アリアンツ・グローバル・インベスターズは有力な親会社の元、アクティブ運用戦略を行う投資会社です。リスク管理を企業文化としています。米国、欧州、アジア太平洋に24 のオフィスを有し、グローバルな投資とリサーチ能力を各地域に根差したコンサルティングを通じてグローバルな投資戦略とリサーチ能力を提供しています。

データは2018年12月31日時点のものです。

5050 億ユーロ

運用資産額

730 名超

投資専門家数

24

世界の拠点

当グループが選ばれる理由

我々の投資理念は当社の目的に根差しています。すなわち、お客様が投資の目標を達成することです。

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洞察

マーケットと現在の投資テーマに関するタイムリーで洞察に富んだコメントを提供します。

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運用戦略

アリアンツ・グローバル・インベスターズは幅広い投資分野においてアクティブ投資を行うことに専心しています。

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Given economic uncertainty, ECB may stay accommodative

Given economic uncertainty, ECB may stay accommodative

Changes in the euro zone’s economy have raised expectations that the central bank will be more precise at its next meeting about what’s causing the slowdown. We think the ECB will continue delaying rate hikes while also announcing a new liquidity program for banks.

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Handing red Chinese New Year envelopes

Will the “Year of the Pig” be a prosperous one for China?

In the “Year of the Pig”, China will likely continue grappling with slower growth, a mountain of debt and a trade war with the US. But according to Chinese legend, the pig is a sign of good fortune – which is consistent with our long-term view of China’s economic potential.

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business talk

Conclusions and themes from our Hong Kong Investment Forum

As our investment experts gathered in Asia’s financial centre, our proximity to mainland China seemed particularly fitting given the US-China trade war that has been roiling the markets. Amid rising global leverage, political uncertainty and a patchy global economy, taking an active, long-term view may be investors’ best approach.

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Franck Dixmier

Caution and flexibility: a new “behind the curve” strategy for the Fed

In hitting pause on monetary tightening, the Fed is clearly planning to remain cautious and flexible while staying behind the curve. This offers a favourable context for risk assets in the short term.

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Franck Dixmier

Europe’s economic slowdown makes the proposed normalisation of ECB monetary policy harder

The European Central Bank’s gradual normalisation of its monetary policy should continue, but the economic slowdown in the euro-zone will likely delay any rate increases, and the window of opportunity is becoming increasingly narrow.

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London skyline

Brexit - going through the motions

On 15 January, UK prime minister Theresa May suffered a resounding parliamentary defeat on her EU withdrawal bill. An unsettled couple of weeks now lie ahead.

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Making the Federal Reserve less relevant

Making the Federal Reserve less relevant

Fed Chairman Powell learned the hard way that his comments, even those made outside of official Fed communications channels, can move markets. The Fed is on a mission to make itself less important in the decision-making of savers, investors, consumers and governments.

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Data-focused Fed still dovish, but Brexit looms

Fed is set to hold steady, which could surprise markets

A host of US economic issues – from trade tensions to a flattened yield curve – has drastically reduced expectations of rate hikes after the FOMC’s December meeting. Yet the Fed sees a healthy US economy and may announce it is forging ahead, which could catch investors off guard and trigger volatility.

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Franck Dixmier

ECB likely to stay the course, despite uncertainties

As the European Central Bank continues the very gradual normalisation of its monetary policy, we expect it will soon announce the wrap-up of its bond-buying programme. But this won’t signal the end of its accommodation: the central bank has multiple tools at its disposal to carry out its duties.

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Hero Six books to read this holiday season

Six books to read this holiday season

In today’s uncertain markets, investors need to be more active and more selective, which requires being more informed about the world around us. These books explore the shifting dynamics at work in the world today – and help us get more comfortable with uncertainty.

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Are trade headlines hiding a ‘tech cold war’

Are trade headlines hiding a ‘tech cold war’?

If trade tensions continue, the US and China could lock each other out and create their own tech ecosystems, forcing the rest of the world to choose one over the other. With the global economy already becoming less synchronised, investors will need to use greater skill and agility to navigate the markets successfully.

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Infographic: 6 takeaways from our London Investment Forum

Infographic: 6 takeaways from our London Investment Forum

We condensed a day’s worth of discussion and debate into six quick tips for investors.

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The unintended consequences of saving the world from the financial crisis

The unintended consequences of saving the world from the financial crisis

The response of central banks to the financial crisis 10 years ago may have saved the world from a devastating depression, but it also created a host of unforeseen effects – from more indebtedness to more economic inequality. Looking back at what we got right – and what went wrong – what lessons can we take away for the future?

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Volatile markets and politics won’t change the Fed’s path

Volatile markets and politics won’t change the Fed’s path

The strong economic foundation in the US continues to validate the Fed’s trajectory, despite the increased risk-aversion recently seen in the markets. As a result, we expect the FOMC to stay on its path, free from political pressure, and continue monetary-policy normalisation.

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What investors need to know about trade wars

What investors need to know about trade wars

With each new round of tariffs and trade deals, the financial markets are experiencing bouts of volatility as they reprice how economies could be affected. From Trumponomics to Brexit, our experts explore what it all means – and what the future may hold.

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ESG – “plus” for sustainability, “plus” for performance?

ESG – “plus” for sustainability, “plus” for performance?

This article illustrates the considerable growth in the importance of CSR¹ and ESG for companies and investors. The added value consists not only of a “plus” for sustainability, but may also result in a “plus” for performance, as documented by academic studies.

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asia conference

A region on the rise: key conclusions from our Asia Conference

Our clients and investment professionals recently met in Berlin for our 10th annual Asia Conference. Here are some of the highlightsfrom two days of discussions about the world’s most dynamic region.

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private lending

Private Lending

The promissory note loan (Schuldscheindarlehen, SSD) continues to be used increasingly by corporates as a financing instrument. Even outside the banking market, the instrument is gaining importance for investors via private lending. As a result, a classic form of investment used by insurance companies could possibly be on the brink of re-invention as an alternative asset class.

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With the Fed Only Official Statements Provide Guidance

3 key themes to shape the remainder of the year

US Investment Strategist Mona Mahajan takes a closer look at the three factors likely to shape the US economy through the rest of 2018: trade tensions, midterm elections and the Fed’s road to normalization. Read what she also thinks may help power client portfolios.

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