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The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties.

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Excess capital yield: A better framework for value investing
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Win Big or Win Often: Which Matters More?

January 31, 2025
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.

Allianz Global Investors and Voya Investment Management have entered into a long-term strategic partnership, and as such, as of 25 July 2022, certain investment teams transferred to Voya Investment Management. This did not change the composition of the teams, the investment philosophy nor the investment process. Voya IM acts as sub-adviser for Allianz Global Investors GmbH investment vehicles that utilize Voya IM’s strategies. 

The content on this website is not intended for U.S. retail investors. This site is intended for financial advisors or financial professionals who have eligible clients who are interested in investing in a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organized under the laws of Luxembourg (“Allianz SICAV Funds”) available on a financial intermediary’s platform. 

Effective January 1, 2023, Voya Investments Distributor, LLC (VID) serves as the exclusive distributor of Allianz Global Investors GmbH (AllianzGI) managed Allianz Global Investors Funds sold through intermediaries based in the U.S. and Canada to clients residing outside of the U.S. or Canada. VID is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA). Voya Investment Management and VID are not affiliates of AllianzGI. 

Voya Investment Management LLC an SEC registered investment advisor and its affiliated FINRA-registered distributing broker-dealer, Voya Investment Distributors, LLC are members of the Voya Financial, Inc. family of companies. 

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