Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

If 2025 was a year of disruption, the next looks more like a year of reckoning.

Reproduced with permission from AllianzGI

Eric Stein and Erin Orekhov discuss the weekend's developments involving Venezuela and what they might mean for investors.

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation for multi-asset portfolios...

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI