Centro de Documentacion de Fundación MAPFRE - Global financials : from cyclical recovery to structural opportunity

MAP20260006130

Global financials : from cyclical recovery to structural opportunity. — Frankfurt : Allianz Global Investors, 2026

4 p.

Sumario: The 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

1. Mercados financieros . 2. Banca internacional . 3. Inversiones financieras . 4. Política monetaria . 5. Gestión de activos . 6. Digitalización bancaria . I. Allianz Global Investors . II. Título.