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Global financials : from cyclical recovery to structural opportunity

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MARC record
Tag12Value
LDR  00000cam a22000004 4500
001  MAP20260006130
003  MAP
005  20260301214504.0
008  260225s2026 deu|||| ||| ||eng d
040  ‎$a‎MAP‎$b‎spa‎$d‎MAP
084  ‎$a‎921.9
1102 ‎$0‎MAPA20190007092‎$a‎Allianz Global Investors
24510‎$a‎Global financials‎$b‎: from cyclical recovery to structural opportunity
260  ‎$a‎Frankfurt‎$b‎Allianz Global Investors‎$c‎2026
300  ‎$a‎4 p.
520  ‎$a‎The document analyzes the recent evolution of the global financial sector and the outlook for 2026. It outlines the strong performance of European banks, supported by a favorable interest-rate environment and improved profitability. It also describes the solidity of insurers in Europe, Asia, and the United States, driven by higher yields and stable pricing. The text explores structural opportunities in asset management arising from population aging and wealth accumulation. It concludes by offering a regional investment outlook, highlighting Europe and Asia as areas with particularly strong potential
650 4‎$0‎MAPA20080597641‎$a‎Mercados financieros
650 4‎$0‎MAPA20080589264‎$a‎Banca internacional
650 4‎$0‎MAPA20080611248‎$a‎Inversiones financieras
650 4‎$0‎MAPA20080586874‎$a‎Política monetaria
650 4‎$0‎MAPA20080585518‎$a‎Gestión de activos
650 4‎$0‎MAPA20260000374‎$a‎Digitalización bancaria
7102 ‎$0‎MAPA20190007092‎$a‎Allianz Global Investors
856  ‎$u‎https://uk.allianzgi.com/en-gb/insights/outlook-and-commentary/global-financials-from-cyclical-recovery-to-structural-opportunity