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Allianz (ALV GR)
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68
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Financials
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Germany
Allianz SE, through subsidiaries, offers insurance and financial services. The Company offers property and casualty, life and health, credit, motor vehicle, and travel insurance, as well as and fund management services.
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bullish
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Macroeconomics
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06 Jan 2017 23:36
Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
Greg Gibbs
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180 Views
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bullish
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Thematic (Sector/Industry)
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28 Dec 2016 07:52
Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
Charles De Trenck
284 Views
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bullish
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Thematic (Sector/Industry)
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05 Dec 2016 21:39
2017 Asset Allocation Outlook: Part 1 – Emerging Markets and Commodities
Overweighting EM versus DM and global resources/deep cyclicals looked like a compelling contrarian bet coming into Q1 as consensus bearishness...
Sean Maher
196 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 16:21
Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
Sean Maher
259 Views
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bearish
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Macroeconomics
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17 Nov 2016 14:07
Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
Stewart Paterson
590 Views
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