Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

Reproduced with permission from AllianzGITwo-Minute Tech

Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.

Reproduced with permission from AllianzGI

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

Bitcoin’s evolution is driving innovation, portfolio diversification, and the rise of a powerful ecosystem of companies powering the digital economy.

Reproduced with permission from AllianzGI

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

As uncertainty around U.S. trade policy continues to shape the landscape for risk assets, a complex picture emerges for investment grade credit in 2025—but what does the future hold?

Reproduced with permission from AllianzGI