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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.
Neil Dwane

The 3 Keys to Active Investing


Global Strategist Neil Dwane says investors must navigate increasingly volatile markets by being more ACTive: agile, confident and thorough. Explore our global outlook and its investment implications in his summary of our latest Investment Forum.


Weak US Jobs Report Symptom of Slowing Economy


The first jobs report of 2016 contained some surprises—and raises questions about the year ahead, according to our US Capital Markets Research & Strategy team. Here are the key takeways investors should be focusing on.


GDP Underperforms, Weakness Broad-Based


Our US Capital Markets Research & Strategy team says that disappointing fourth-quarter GDP shows the US economy is now in a confirmed slowdown, removing fuel for further Fed hikes later this year.


The Fed Holds, For Now


The Fed holding steady on rates was anticipated, but the dovish tilt at the latest FOMC meeting came as a real surprise, according to our US Capital Markets Research & Strategy team.

Hans Jorg Naumer

What's Missing in the Debate About Thomas Piketty?


Thomas Piketty's Capital in the Twenty-First Century offered passing insights on economic inequality, but Hans-Jöerg Naumer says a more lasting solution lies in the relationship between labor and capital.

Peter Lefkin

Misstate of the Union

Inside the Beltway


In his eighth and final State of the Union address, President Obama launched his victory lap as he leaves behind missed opportunities and rancor, according to Peter Lefkin, head of government and external affairs at Allianz of America.

Neil Dwane

5 Good and 5 Bad Scenarios for 2016


Peering into the future, Neil Dwane looks at how 10 different scenarios—from a rehabilitated Russia to a global pandemic—could impact economies and move markets over the coming year.

Doug Forsyth

High Yield: Value Amid Volatility


Coming off one of their worst performing years outside of an economic recession, high-yield bonds are now offering their highest yields in five years and presenting attractive value, according CIO US Income & Growth Strategies Doug Forsyth.


Strong Jobs Report Crushes Consensus


The blockbuster December jobs report provides fuel for the Fed—and for market volatility, according to our US Capital Markets Research & Strategy team.

2016 Outlooks

What's ahead in 2016

2016 Outlooks


Our investment professionals provide their unique insights into economies, markets and asset classes.

Peter Lefkin

Fiduciary Duty Regulation: No Sure Bet in 2016

Inside the Beltway


The DOL is resurrecting fiduciary duty regulation first proposed, then postponed, in the wake of the financial crises. Peter Lefkin, head of government and external affairs at Allianz of America, discusses why its fate is anything but certain.

Ben Fischer

Fed Makes a Move, Investors Wait for More


Despite the first Fed rate hike in almost 10 years, CIO NFJ Ben Fischer says the central bank is acting too soon amid a sluggish global economy, but value stocks look set to outperform in 2016.

Doug Forsyth

Markets Set for Solid Gains Despite Fed Hike


CIO US Income & Growth Strategies Doug Forsyth says defaults should remain modest despite pricing pressure and rate hikes. Investors who ride out a potentially choppy market could find a solid outlook for stocks, convertibles and high-yield bonds in 2016.

Kristina Hooper

A Cautious First Move in the Fed's Game Plan


The FOMC's history-making rate hike was a big vote of confidence for the economy, according to our US Capital Markets Research & Strategy team. Yet it was also a strategic move, meant to fight off not only the Fed's critics, but the specter of inflation.

Kristina Hooper

6 Investment Ideas for '16


Kristina Hooper translates Allianz Global Investors’ market outlook—watch for higher volatility and lower correlations as global monetary policy begins to diverge—into clear strategies for investors’ portfolios.


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