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.
Raymond Chan

Do we still have faith in 'Abenomics'?

Viewpoints

06/18/2013

Japan's market turbulence reflects concerns about Prime Minister Abe’s economic policies. CIO Asia Pacific Raymond Chan says reforms are needed, perhaps coming after the July elections, to deregulate Japan's market and resolve structural deficiencies.

David Manoux

Why Europe's Credit Ratings Won't Budge

Sound Bites from Research

06/17/2013

Barring a bank collapse or a breakup of the euro zone, individual countries' credit ratings are likely to stay put, says David Manoux, head of credit research.

Joey Wong

A Snapshot of China's Loan Growth

Grassroots℠ Research

06/17/2013

Bank managers surveyed by Grassroots℠ Research expect property developers, manufacturing companies and local government financing vehicles to experience the highest loan growth.

Andreas Utermann

Global Growth Paths Diverge

Global View

06/12/2013

The United States and Japan are breaking away from the pack as the euro zone stares down a double-dip recession, says Global CIO Andreas Utermann. Meanwhile, central banks remain committed to using financial repression to revive markets and reduce debt.

Kristina Hooper

What a Mixed Jobs Report Means for Fed Easing

06/07/2013

Kristina Hooper, US head of investment and client strategies, breaks down today’s employment report and its implications for monetary policy and the economic recovery.

Project M

Coping With Today's 'Longevity Revolution'

06/03/2013

Did you know that by 2050, 2 billion people will be over age 60? To make sure the elderly are seen as a resource instead of a burden—and to help them age with dignity—global organizations are promoting policies that enhance life quality.

Housing Recovery

The 3 Pillars of the US Housing Recovery

05/22/2013

For years an albatross around the neck of the US economy, America’s housing market is finally taking flight.

Peter Lefkin

Round 2 of the Debt-Ceiling Debate

5 Questions with Peter Lefkin

05/21/2013

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the latest developments on the $16.4 trillion debt ceiling and related budget battles including the possibility of tax and entitlement reform.

Scott Migliori

9 Key Themes Impacting Stock Returns

Second-Quarter Outlook

05/20/2013

Scott Migliori, CIO of US equities, sees 5% earnings growth for 2013, tame inflation and continued strides in housing and employment. While technical indicators point toward a correction, valuations remain attractive in the 14 to 15 times earnings range.

Allianz Global Investors Insights

May 2013

05/15/2013

Japan’s Government Aims to Reflate Economy

05/15/2013

Newly elected Prime Minister Shinzo Abe is using a bold mix of government spending, currency devaluation and an emphasis on growth to awaken Japan from nearly two decades of economic slumber.

Project M

Return of the Bull

04/30/2013

Five years after one of the biggest financial crises in economic history, investors are still shell- shocked. How else can we explain bondholders accepting negative real bond yields with stock valuations so promising? asks Wharton’s Jeremy Siegel.

Helen Lam

China Downgrade Won’t Cast a Long Shadow

04/23/2013

A credit boom and mounting risks of loosely regulated lending prompted Fitch to downgrade China’s long-term local currency rating. But there’s a comfortable buffer to absorb these risks, says Helen Lam, a senior portfolio manager in Hong Kong.

Andreas Utermann

4 Effects of a New Central Bank Blueprint

04/17/2013

A secular shift in monetary policy around the world will aid the recovery but it comes with significant side effects, says Global CIO Andreas Utermann.

Hans-Jorg Naumer

QE in Japan Is a Monetary Tsunami

04/12/2013

The Bank of Japan’s new quantitative easing policies are aimed squarely at infusing Japan’s markets with liquidity—but their impact is being felt on all financial markets, explains Hans-Jörg Naumer.

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