We are in a transition phase for equity markets

We are in a transition phase in equities where markets shift their focus on political cycles rather than economic cycles, and of course elections around the world has been a key topic. Long-term debt sustainability is a key topic, particularly understanding how governments will continue to finance these in a higher interest rate environment, and inflation is still important. Watch this AllianzGI video to hear more on the elections, economic prospects, and favoured sectors.