During periods of uncertainty commodities are a refuge for investors, and we wanted to see how the commodities funds are doing under the current market circumstances.
Just like its European counterpart, Allianz Capital Plus Global is managed by Marcus Stahlhacke, Head of Retail Active Allocation.
Prior to this first Fed meeting of the year, we have received some commentaries from La Française, Generali Investments, Allianz GI, Muzinich & Co and abrdn with the insights and potential outcomes of this meeting.
The fund which was first launched in February 2020, seeks a target portfolio average credit profile of B+ and invests in real assets, focussing on capital intensive infrastructure-related businesses with high barriers to entry/exit.
Prior to the meeting, we have received the views and insights of the professionals within the asset management industry. We have received commentaries from Pimco, Axa IM, Generali investments, Ostrum, Allianz GI, T. Rowe Price and MFS Investment Management.