Allianz's CFO Says Pimco Success Story to Continue in 2Q

The transcript covers a discussion on PIMCO's strong performance and market outlook, highlighting the volatility in the insurance sector. It explores the company's appetite for mergers and acquisitions (M&A) and its strategy for share buybacks. The impact of the Ogden rate on the UK market and the company's business is analyzed, along with the implications of Brexit on UK and European investments. Finally, the transcript discusses expectations for the European Central Bank's (ECB) monetary policy changes and their potential impact on investments.

What is the speaker's outlook on the UK economy and its implications for investments?

How does the speaker assess the political risks in the eurozone following the elections in France?

What expectations does the speaker have regarding the ECB's monetary policy changes?