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来週を考える | The Week Ahead

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class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/capability-landing/private-market/trade-finance" title="トレード・ファイナンス" target="" class="c-heading__link" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;トレード・ファイナンス&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}'> トレード・ファイナンス </a> </h6> <p class="c-copy c-agi-tile__text"> <span class="body-one">トレード・ファイナンスは、多くの投資家にとって魅力的なアセットクラスです。アリアンツGIのデビット・ニューマンがトレード・ファイナンスの仕組みと魅力を解説します。</span> </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/capability-landing/private-market/trade-finance" aria-label="続きを読む" target="" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;トレード・ファイナンス&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}'> <span aria-hidden="true" class="c-link__icon c-icon 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data-track="topNavigation" data-track-info='{"navigationElement":"リサーチ"}'> リサーチ </a> </li> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/capability-landing/insurance-asset-management" target="" title="保険資産管理" aria-expanded="false" aria-label="保険資産管理" data-track="topNavigation" data-track-info='{"navigationElement":"保険資産管理"}'> 保険資産管理 </a> </li> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/capability-landing/risklab" target="" title="risklab(リスクラボ)" aria-expanded="false" aria-label="risklab(リスクラボ)" data-track="topNavigation" data-track-info='{"navigationElement":"risklab(リスクラボ)"}'> risklab(リスクラボ) </a> </li> </ul> <a aria-expanded="false" aria-label="" href="/ja-jp/capability-landing" title="" class="c-link"> </a> </nav> </div> </div> </div> </li> </ul> </nav> <div data-parent-id="nav4" class="c-navcontent js-sub-navigation u-hidden-medium-down" style="display: none;"> <div class="l-grid l-grid--max-width "> <div 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サステナブル投資"}'> サステナブル投資 </a> </li> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/sustainability/insights-on-sustainable-investing" target="" title="サステナブル投資インサイト" aria-expanded="false" aria-label="サステナブル投資インサイト" data-track="topNavigation" data-track-info='{"navigationElement":"サステナブル投資インサイト"}'> サステナブル投資インサイト </a> </li> </ul> <a aria-expanded="false" aria-label="" href="/ja-jp/sustainability" title="" class="c-link"> </a> </nav> </div> <div class="l-grid__column-6"> <div class="l-grid__row"> <div class="nav-teaser-container l-grid__column-large-6 u-align-items-stretch"> <div class="c-agi-teaser u-margin-bottom-m" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;impression&quot;,&quot;bannerName&quot;:&quot;グリーンな建物の基礎づくり&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}'> <a href="/ja-jp/sustainability/sustainability-blog/202406-eu-energy-performance-of-buildings-directive" title="" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;グリーンな建物の基礎づくり&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}' target=""> <div class="c-agi-teaser__image"> <figure class="c-image u-hidden-medium-down c-image--1dot8by1"> <img class="c-image__img" src="/-/media/allianzgi/globalagi/hero/insights/sustainability-blog/1920x980-eu-energy-performance-of-buildings-directive-hero.jpg?w=564&amp;rev=-1&amp;hash=B1522CDD8DF3606C5232DC4FFBBBCE1F" loading="lazy" alt=""> </figure> </div> </a> <div class="c-agi-teaser__content"> <div class="c-agi-tile c-agi-tile--compact t-bg-vibrant-yellow-light"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> サステナビリティ・ブログ </p> <h6 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/sustainability/sustainability-blog/202406-eu-energy-performance-of-buildings-directive" title="グリーンな建物の基礎づくり" target="" class="c-heading__link" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;グリーンな建物の基礎づくり&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}'> グリーンな建物の基礎づくり </a> </h6> <p class="c-copy c-agi-tile__text"> <span style="letter-spacing: 0.3px; color: #3c3c3c;">このほどのEUの指令は、2050年までに域内の建築物ストック からの排出をゼロにするという大胆で意欲的な目標を掲げています。</span> </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/sustainability/sustainability-blog/202406-eu-energy-performance-of-buildings-directive" aria-label=" 続きを読む" target="" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;グリーンな建物の基礎づくり&quot;,&quot;bannerPosition&quot;:&quot;1&quot;}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text"> 続きを読む</span> </a> </div> <div class="c-agi-tile__footer"> </div> </div> </div> </div> </div> </div> <div class="nav-teaser-container l-grid__column-large-6 u-align-items-stretch"> <div class="c-agi-teaser u-margin-bottom-m" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;impression&quot;,&quot;bannerName&quot;:&quot;サステナブル投資&quot;,&quot;bannerPosition&quot;:&quot;2&quot;}'> <a href="/ja-jp/academia" title="" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;サステナブル投資&quot;,&quot;bannerPosition&quot;:&quot;2&quot;}' target=""> <div class="c-agi-teaser__image"> <figure class="c-image u-hidden-medium-down c-image--1dot8by1"> <img class="c-image__img" src="/-/media/allianzgi/ap/japan-v2/academy/1920x980-rainforest-lake.png?w=564&amp;rev=-1&amp;hash=831742C569CF658711423750217C2A7A" loading="lazy" alt=""> </figure> </div> </a> <div class="c-agi-teaser__content"> <div class="c-agi-tile c-agi-tile--compact t-bg-vibrant-yellow-light"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> インベスターズ・アカデミー </p> <h6 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/academia" title="サステナブル投資" target="" class="c-heading__link" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;サステナブル投資&quot;,&quot;bannerPosition&quot;:&quot;2&quot;}'> サステナブル投資 </a> </h6> <p class="c-copy c-agi-tile__text"> <span class="body-one" style="color: #3c3c3c;">サステナブル投資とは何か、またその重要性について詳しく説明します。</span> </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/academia" aria-label="コースを見る" target="" data-track="teaserClick" data-track-info='{&quot;event&quot;:&quot;promoSection&quot;,&quot;interaction&quot;:&quot;click&quot;,&quot;bannerName&quot;:&quot;サステナブル投資&quot;,&quot;bannerPosition&quot;:&quot;2&quot;}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">コースを見る</span> </a> </div> <div class="c-agi-tile__footer"> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <!-- Mobile --> <nav class="c-navigation__accordion js-navigation-mobile" style="display: none;" data-test="1"> <ul role="menu" class="c-accordion c-accordion--level-0"> <li role="menuitem" class="c-accordion__item c-accordion__item--level-0"> <a id="nav4" href="#" target="" class="c-accordion__button js-main-navigation-link-mobile " data-track="topNavigation"> <span class="c-accordion__title"> サステナビリティ </span> <span aria-hidden="true" class="c-icon c-icon--chevron-down c-icon--functional c-accordion__indicator"></span> </a> <div class="c-accordion__item c-accordion__item--level-1"> <div data-parent-id="nav4" class="accordion__content t-bg-grey-tone-8 js-sub-navigation-mobile" style="display: none;"> <div> <nav class="c-navcontent__links"> <ul 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href="/ja-jp/academia" target="" title="インベスターズ・アカデミー" aria-expanded="false" aria-label="インベスターズ・アカデミー" data-track="topNavigation" data-track-info='{"navigationElement":"インベスターズ・アカデミー"}'> インベスターズ・アカデミー </a> </li> </ul> </nav> </div> <div> <nav class="c-navcontent__links"> <ul role="menu" class="c-navcontent__list"> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/sustainability/sustainability-report-2023" target="" title="サステナビリティ・ レポート" aria-expanded="false" aria-label="サステナビリティ・ レポート" data-track="topNavigation" data-track-info='{"navigationElement":"サステナビリティ・ レポート"}'> サステナビリティ・ レポート </a> </li> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/sustainability/sustainable-investing" target="" title=" サステナブル投資" aria-expanded="false" aria-label=" サステナブル投資" data-track="topNavigation" data-track-info='{"navigationElement":" サステナブル投資"}'> サステナブル投資 </a> </li> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/sustainability/insights-on-sustainable-investing" target="" title="サステナブル投資インサイト" aria-expanded="false" aria-label="サステナブル投資インサイト" data-track="topNavigation" data-track-info='{"navigationElement":"サステナブル投資インサイト"}'> サステナブル投資インサイト </a> </li> </ul> <a aria-expanded="false" aria-label="" href="/ja-jp/sustainability" title="" class="c-link"> </a> </nav> </div> </div> </div> </li> </ul> </nav> <div data-parent-id="nav5" class="c-navcontent js-sub-navigation u-hidden-medium-down" style="display: none;"> <div class="l-grid l-grid--max-width "> <div class="l-grid__row"> <div class="l-grid__column-3"> <nav class="c-navcontent__links"> <ul role="menu" class="c-navcontent__list"> <li role="menuitem" class="c-navcontent__list-item"> <a tabindex=0 href="/ja-jp/news" target="" title="お知らせ" aria-expanded="false" aria-label="お知らせ" data-track="topNavigation" data-track-info='{"navigationElement":"お知らせ"}'> お知らせ </a> </li> </ul> <a aria-expanded="false" aria-label="" href="/ja-jp/news" title="" class="c-link"> </a> </nav> </div> <div class="l-grid__column-3"> <nav class="c-navcontent__links"> <ul role="menu" class="c-navcontent__list"> </ul> </nav> </div> <div class="l-grid__column-6"> <div class="l-grid__row"> </div> </div> </div> </div> </div> <!-- Mobile --> <nav class="c-navigation__accordion js-navigation-mobile" style="display: none;" data-test="1"> <ul role="menu" class="c-accordion c-accordion--level-0"> <li role="menuitem" class="c-accordion__item c-accordion__item--level-0"> <a id="nav5" href="#" target="" class="c-accordion__button js-main-navigation-link-mobile " data-track="topNavigation"> <span class="c-accordion__title"> お知らせ </span> <span aria-hidden="true" class="c-icon c-icon--chevron-down c-icon--functional c-accordion__indicator"></span> </a> <div class="c-accordion__item c-accordion__item--level-1"> <div data-parent-id="nav5" class="accordion__content t-bg-grey-tone-8 js-sub-navigation-mobile" style="display: none;"> <div> <nav 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aria-expanded="false" aria-describedby="headerRoleSelect" data-trigger-switcher="dropdown" aria-label="Header Country Selector"> 日本 <i class="c-icon c-icon--chevron-down c-header-dropdown__icon"></i> </button> <ul class="c-header-dropdown__menu c-accordion c-accordion--level-0" role="menu" aria-hidden="true" data-items-switcher="dropdown" id="headerRoleSelect"> <li role="menuitem" class="c-accordion__item c-accordion__item--level-0"> <span class="c-accordion__button js-main-navigation-link-mobile"> <a id="nav1" class="c-accordion__title js-main-navigation-link-mobile"> 日本 </a> <span aria-hidden="true" class="c-icon c-icon--chevron-down c-icon--functional c-accordion__indicator"></span> </span> <div class="c-accordion__item c-accordion__item--level-1 c-accordion__item--box"> <div data-parent-id="nav1" class="accordion__content"> <div class="u-text-align-center"> <h3 class="c-heading c-role-select__headline" role="heading"> 所在地の選択 </h3> </div> <div class="c-select2 u-margin-bottom-s" 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</div> </div> </div> </div> </div> <div class="account-access-wrapper-primary"> </div> </div> </header> </div> <main class="main-container"> <!-- Added maincontent placeholder --> <section class="component agi-hero-carousel" data-component="Hero-Banner-Generic"> <div class="l-container l-container--full-width"> <div class="c-hero-banner js-hero-banner" data-slider-infinite=true data-slidedelay="2000" data-pauseonhover="false" data-autoplay=true data-transitionspeed="2000"> <div class="c-hero-banner__slides" data-component="Hero-Editorial"> <div class="c-hero-banner__slide"> <div class="c-hero-banner__image-wrapper"> <picture> <source srcset="/-/media/allianzgi/shared/rebrand/ap-hero-images/06-23-update/1920x980-office-building.jpg?w=1360&amp;rev=-1&amp;hash=E43CB314B0B9FB898B21D4555F8A3FBC, /-/media/allianzgi/shared/rebrand/ap-hero-images/06-23-update/1920x980-office-building.jpg?w=2040&amp;rev=-1&amp;hash=695EE87C18B301329C2AEF4FBDFBE299 2x" media='(min-width: 1360px)'> <source 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srcset="/-/media/allianzgi/shared/rebrand/ap-hero-images/06-23-update/1920x980-office-building.jpg?w=1360&amp;rev=-1&amp;hash=E43CB314B0B9FB898B21D4555F8A3FBC, /-/media/allianzgi/shared/rebrand/ap-hero-images/06-23-update/1920x980-office-building.jpg?w=2040&amp;rev=-1&amp;hash=695EE87C18B301329C2AEF4FBDFBE299 2x" class="c-hero-banner__img swiper-lazy" alt="" title="" /> </picture> <div class="c-hero-banner__gradient"></div> </div> <div class="l-container c-hero-banner__container"> <div class="c-hero-banner__content " data-swiper-parallax="-30%" data-swiper-parallax-opacity> <h1 class="c-heading heading3 u-margin-bottom-s u-text-weight-semibold"> The Week Ahead </h1> <div class="c-copy u-margin-bottom-s"> グローバル資本市場&テーマ別投資リサーチ </div> </div> </div> </div> </div> <div class="l-container"> <div class="c-hero-banner__bullets"></div> </div> </div> </div> </section> <div class="l-container l-container--no-gutters related-insight-component" data-component="insight-list"> <div class="l-grid u-padding-top-xl u-padding-bottom-xl js-list-view c-list-view" data-expire-time="0" data-display-view="grid-view" data-url="/api/sitecore/ArticleFeature/InsightSearchResults" data-method="post" data-size="0" data-insight-data-context='{"Datasource":"/sitecore/content/3_AP/Japan/Home/jp-insights/the-week-ahead","Database":"web","Language":"ja-JP","PageSize":0,"ItemSentCount":0,"SiteRoot":null,"LoadMore":"もっと読み込む","ComponentTitle":"来週を考える","CategoryId":"3704319360f64f2b9012c89fb1b92622","InsightsListMode":"EditorialCategoryLanding","DataSourceMode":"Solr","HasLoadMore":false,"ShowFilter":true,"ShowLoadMore":true,"Author":null,"FeaturedTagId":"6d7bc5a7b59d4965bb6d15d2b78a8f73","NoResultsFoundMessage":"No insights found","TeamId":null,"CapabilityPillarId":null,"FundDetailPageId":null,"CapabilityCategoryId":null,"StrategyId":null,"SeoNameSalesChannel":null}'> <div class="l-grid__row"> <div class="l-grid__column-12 u-text-align-center" tabindex="0"> <h2 class="c-heading u-margin-bottom-3m"> 来週を考える </h2> </div> </div> <div id="list-view-filters" class="u-hidden u-margin-bottom-m"> <div class="l-grid__row"> <div class="l-grid__column-large-8 l-grid__column-medium-10 offset-large-2 offset-medium-1 u-margin-bottom-m"> <div class="c-search-input c-textfield js-floating js-search-input js-list-view-search" method="post" data-url="/api/sitecore/ArticleFeature/GetAutoSuggestionsForInsight"> <input id="list-view-search" type="text" class="c-search-input__field c-textinput__field c-textinput__field--floating js-floating__input" /> <i class="c-search-input__icon c-icon c-icon--search" aria-hidden="true"></i> <label for="list-view-search" class="c-search-input__label c-textinput__label c-textinput__label--floating"> 検索 </label> <ul class="c-search-input__suggestions js-search-input-suggestions"></ul> </div> </div> <div class="l-grid__column-large-8 l-grid__column-medium-5 offset-large-2 offset-medium-1 u-margin-bottom-m"> <div class="c-select2 js-select2 js-list-view-filter" 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data-track-info='{"event":"Insight_List","bannerPosition":"1","interaction":"click","bannerName":"2024.11.15"}'> 2024.11.15 </a> </h4> <p class="c-copy c-agi-tile__text"> トランプ氏の大統領2期目は、中国とアジアのマクロ環境にとって厳しいものになる可能性があると考えます。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/11222024" aria-label="詳しくはこちら" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"1","interaction":"click","bannerName":""}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">詳しくはこちら</span> </a> </div> <div class="c-agi-tile__footer"> <div> <p class="c-copy c-copy--medium c-agi-tile__author c-taglist"> by <a href="/ja-jp/search-results?q=グレッグ ・メイヤー" class="c-link c-link--text u-margin-left-3xs" data-track='teaserClick' data-track-info='{"event":"Author_Link","interaction":"click","bannerName":"グレッグ ・メイヤー"}'>グレッグ ・メイヤー</a> <span class="u-margin-left-3xs"> | 5 days ago</span> </p> </div> </div> </div> </div> </div> </div> </div> <div class="l-grid__column-large-4 l-grid__column-medium-6 u-flex align-items-stretch u-margin-bottom-2m tile-article" data-track-info='{"event":"Insight_List","bannerPosition":"2","interaction":"impression","bannerName":""}'> <div class="c-agi-teaser " data-optanoncategory="4"> <div class="c-agi-teaser__image" tabindex="0"> <a href="/ja-jp/jp-insights/the-week-ahead/11152024" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"2","interaction":"click","bannerName":""}'> <figure class="c-image c-image--1dot8by1 "> <img class="c-image__img" src="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" srcset="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" /> </figure> </a> </div> <div class="c-agi-teaser__content" tabindex="0"> <div class="c-agi-tile t-bg-vibrant-steel-lightest"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> 来週を考える | The Week Ahead </p> <h4 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/jp-insights/the-week-ahead/11152024" class="c-heading__link" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"2","interaction":"click","bannerName":"2024.11.15"}'> 2024.11.15 </a> </h4> <p class="c-copy c-agi-tile__text"> トランプ氏の大統領2期目は、中国とアジアのマクロ環境にとって厳しいものになる可能性があると考えます。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/11152024" aria-label="詳しくはこちら" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"2","interaction":"click","bannerName":""}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">詳しくはこちら</span> </a> </div> <div class="c-agi-tile__footer"> <div> <p class="c-copy c-copy--medium c-agi-tile__author c-taglist"> by <a href="/ja-jp/search-results?q=クリスティアン ・タントノ" class="c-link c-link--text u-margin-left-3xs" data-track='teaserClick' data-track-info='{"event":"Author_Link","interaction":"click","bannerName":"クリスティアン ・タントノ"}'>クリスティアン ・タントノ</a> <span class="u-margin-left-3xs"> | 2024/11/15</span> </p> </div> </div> </div> </div> </div> </div> </div> <div class="l-grid__column-large-4 l-grid__column-medium-6 u-flex align-items-stretch u-margin-bottom-2m tile-article" data-track-info='{"event":"Insight_List","bannerPosition":"3","interaction":"impression","bannerName":""}'> <div class="c-agi-teaser " data-optanoncategory="4"> <div class="c-agi-teaser__image" tabindex="0"> <a href="/ja-jp/jp-insights/the-week-ahead/11082024" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"3","interaction":"click","bannerName":""}'> <figure class="c-image c-image--1dot8by1 "> <img class="c-image__img" src="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" srcset="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" /> </figure> </a> </div> <div class="c-agi-teaser__content" tabindex="0"> <div class="c-agi-tile t-bg-vibrant-cyan-lightest"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> 来週を考える | The Week Ahead </p> <h4 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/jp-insights/the-week-ahead/11082024" class="c-heading__link" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"3","interaction":"click","bannerName":"2024.11.08"}'> 2024.11.08 </a> </h4> <p class="c-copy c-agi-tile__text"> この1週間は、いくつもの重大な局面に彩られたものとなりました。米連邦準備制度理事会(FRB)が最新の金融政策決定を発表しただけではありません。大統領選挙と連邦議会の上下両院選挙という、さらに重大な選択が米国民によって下されました。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/11082024" aria-label="詳しくはこちら" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"3","interaction":"click","bannerName":""}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">詳しくはこちら</span> </a> </div> <div class="c-agi-tile__footer"> <div> <p class="c-copy c-copy--medium c-agi-tile__author c-taglist"> by <a href="/ja-jp/search-results?q=ハンス-ヨルグ ・ナウマー" class="c-link c-link--text u-margin-left-3xs" data-track='teaserClick' data-track-info='{"event":"Author_Link","interaction":"click","bannerName":"ハンス-ヨルグ ・ナウマー"}'>ハンス-ヨルグ ・ナウマー</a> <span class="u-margin-left-3xs"> | 2024/11/08</span> </p> </div> </div> </div> </div> </div> </div> </div> <div class="l-grid__column-large-4 l-grid__column-medium-6 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class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> 来週を考える | The Week Ahead </p> <h4 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/jp-insights/the-week-ahead/11012024" class="c-heading__link" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"4","interaction":"click","bannerName":"2024.11.01"}'> 2024.11.01 </a> </h4> <p class="c-copy c-agi-tile__text"> 2022年を簡単に振り返ってみましょう。この年は、実質的にすべての資産クラスが損失を抱えて終わりました。背景には金融政策の転換があり、その先鞭をつけたのは、米連邦準備制度理事会(FRB)でした。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/11012024" aria-label="詳しくはこちら" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"4","interaction":"click","bannerName":""}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">詳しくはこちら</span> </a> </div> <div class="c-agi-tile__footer"> <div> <p class="c-copy c-copy--medium c-agi-tile__author c-taglist"> by <a href="/ja-jp/search-results?q=ハンス-ヨルグ ・ナウマー" class="c-link c-link--text u-margin-left-3xs" data-track='teaserClick' data-track-info='{"event":"Author_Link","interaction":"click","bannerName":"ハンス-ヨルグ ・ナウマー"}'>ハンス-ヨルグ ・ナウマー</a> <span class="u-margin-left-3xs"> | 2024/11/01</span> </p> </div> </div> </div> </div> </div> </div> </div> <div class="l-grid__column-large-4 l-grid__column-medium-6 u-flex align-items-stretch u-margin-bottom-2m tile-article" data-track-info='{"event":"Insight_List","bannerPosition":"5","interaction":"impression","bannerName":""}'> <div class="c-agi-teaser " data-optanoncategory="4"> <div class="c-agi-teaser__image" tabindex="0"> <a href="/ja-jp/jp-insights/the-week-ahead/10252024" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"5","interaction":"click","bannerName":""}'> <figure class="c-image c-image--1dot8by1 "> <img class="c-image__img" src="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" srcset="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" /> </figure> </a> </div> <div class="c-agi-teaser__content" tabindex="0"> <div class="c-agi-tile t-bg-vibrant-steel-lightest"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> 来週を考える | The Week Ahead </p> <h4 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/jp-insights/the-week-ahead/10252024" class="c-heading__link" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"5","interaction":"click","bannerName":"2024.10.25"}'> 2024.10.25 </a> </h4> <p class="c-copy c-agi-tile__text"> 2024年米大統領選挙がいよいよ終盤戦に差しかかっています。まもなく11月5日に、米国民は次期大統領を選ぶことになります。すでに一部の州で期日前投票が始まっており、その中には勝敗のカギを握る激戦州も含まれています。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/10252024" aria-label="詳しくはこちら" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"5","interaction":"click","bannerName":""}'> <span aria-hidden="true" class="c-link__icon c-icon c-icon--arrow-right"></span> <span class="c-link__text">詳しくはこちら</span> </a> </div> <div class="c-agi-tile__footer"> <div> <p class="c-copy c-copy--medium c-agi-tile__author c-taglist"> by <a href="/ja-jp/search-results?q=グレッグ ・メイヤー" class="c-link c-link--text u-margin-left-3xs" data-track='teaserClick' data-track-info='{"event":"Author_Link","interaction":"click","bannerName":"グレッグ ・メイヤー"}'>グレッグ ・メイヤー</a> <span class="u-margin-left-3xs"> | 2024/10/25</span> </p> </div> </div> </div> </div> </div> </div> </div> <div class="l-grid__column-large-4 l-grid__column-medium-6 u-flex align-items-stretch u-margin-bottom-2m tile-article" 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srcset="/-/media/allianzgi/ap/japan-v2/twa/twa-s-2023.jpg?w=564&amp;rev=060fc48915e5452b9bb2867487c35b46&amp;hash=68E96138E8D34841F33F1FAB0C2460AD" /> </figure> </a> </div> <div class="c-agi-teaser__content" tabindex="0"> <div class="c-agi-tile t-bg-vibrant-steel-lightest"> <div class="c-agi-tile__wrapper"> <div class="c-agi-tile__content"> <p class="c-copy c-agi-tile__tags"> 来週を考える | The Week Ahead </p> <h4 class="c-heading c-agi-tile__headline c-heading--link-black"> <a href="/ja-jp/jp-insights/the-week-ahead/10112024" class="c-heading__link" data-track="teaserClick" data-track-info='{"event":"Insight_List","bannerPosition":"7","interaction":"click","bannerName":"2024.10.11"}'> 2024.10.11 </a> </h4> <p class="c-copy c-agi-tile__text"> 中国が最近打ち出した景気刺激策は、市場の期待を大きく高めています。ここ最近、中国の成長は低迷し、今年の成長目標達成が危ぶまれるほどになっていました。 </p> <a class="c-link c-link--block c-link--icon" href="/ja-jp/jp-insights/the-week-ahead/10112024" aria-label="詳しくはこちら" data-track="teaserClick" 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