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Market Insights 

Read timely and insightful commentary on the market and the economy from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Peter Lefkin

'Doc Fix' Highlights Rare Bi-Partisan Consensus

Inside the Beltway


Peter Lefkin chronicles the history of physician reimbursement laws and how Congress recently stepped up on an important Medicaire bargain. But both the US health-care system and Washington remain fractured, he says.

Scott Migliori

Investment Implications of a Weaker US Dollar


After a strong start to the year, the dollar has started to fall, writes CIO Equity US Scott Migliori. Even if this is a short-term shift, it could lead to significant sector rotation and give the Fed a freer hand for rate hikes.

Andreas Utermann

Paying Heed to Politics, Doom Loops and Bubbles


Global CIO Andreas Utermann says today's high valuations are set against an uncertain backdrop: Weak GDP and earnings forecasts, significant political noise and rising concerns over QE exit strategies should put market participants on alert.

Steve Malin

US Monetary Policy: Finding the Fork in the Road

Under the Macroscope


Steve Malin discusses what it will take for the Fed to raise short-term interest rates and how economic data, international influences and the strength of the US dollar factor in to the pace, scale and duration of its rate hikes.

Kristina Hooper

Dissecting the FOMC Statement


Our US Capital Markets Research & Strategy team breaks down the April 29 FOMC announcement, including what it means for markets, monetary policy and investors.

Paul Strand

Low Oil Prices Spur Energy Industry to Action


The energy industry is reacting to low oil prices by reducing supply with unprecedented urgency, writes US Resources Sector Head Paul Strand. That could make the sector attractive for investors with a 12-18 month time horizon.

Greg Saichin

Taking the Market's Pulse on EM Debt


Looking for the latest insights from emerging-market debt issuers and investors about this dynamic asset class? CIO Global Emerging Markets Fixed Income Greg Saichin offers up key takeaways from the biggest EM conference of the year.

Steve Malin

Productivity: An Understated Wellspring of Growth


Productivity data greatly understate overall economic gains in the US, writes Investment Strategist Steve Malin. In reality, high-tech advances are helping businesses contain costs and boost productivity while improving living standards worldwide.

Andreas Utermann

Imagining the Unimaginable


Succeeding as an investor in today's challenging economic environment, where unpredictable events can unfold at unthinkable speeds, requires skill, agility and courage, writes Global CIO Andreas Utermann.

John Schroer

Innovation, Regulatory Changes Bolster Biotech


The biotech sector's multi-year outperformance doesn't mean it's in bubble territory, argues Portfolio Manager John Schroer. Instead, it's the result of new advances in medical technology and regulatory changes driving the sector forward.

Kristina Hooper

What the Fed Really Said


Our US Capital Markets Research & Strategy team offers up key insights from recently released minutes of the FOMC's March 2015 meeting.

David Tan

Risk Appetite Returns to Asian High-Yield Market


Although Asian high-yield bonds underperformed the broader Asian credit market in 2014, CIO Fixed Income Asia Pacific David Tan says they still offer an attractive yield pick-up in today’s environment of low global interest rates.

Stefan Hofrichter

Oil Price Fuels Growth, Especially in Europe


Higher disposable income from falling oil prices is leading to increased private-sector spending in the developed world, says Chief Economist Stefan Hofrichter. For Europe, it's a much-needed tailwind.

Kristina Hooper

4 Takeaways from the FOMC Meeting


Our US Capital Markets Research & Strategy team breaks down the March 18 FOMC announcement, including what it means for markets, monetary policy and investors.

Peter Lefkin

Debt-Ceiling Vote Rife With Conflict

Inside the Beltway


Peter Lefkin, head of government and external affairs at Allianz of America, explains why the 2015 debt-ceiling debate could be worse than the one we saw in 2011.


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