M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

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