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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.
Scott Migliori

Sticking With Stocks Amid a Mixed-Bag Recovery

07/24/2014

CIO Equity US Scott Migliori sees higher volatility and potentially a pullback before the end of the year, particularly as the Fed’s interest-rate decision comes into focus. But stocks remain the most attractive option for investors amid conflicting data.

Stephen Sexauer

The Sum of Patience and Prudent Diversification

07/24/2014

CIO Multi Asset US Steve Sexauer’s mid-year outlook highlights a continuation of financial repression, rising valuations and three possible paths for the economy. Coping with market and policy uncertainty will require both discipline and diversification.

Ben Fischer

A Fed-Fueled Market, for Better or Worse

07/24/2014

CIO NFJ Ben Fischer delivers his 2014 mid-year outlook, focusing on the end of the Fed’s bond-buying program and how high-quality, dividend-paying stocks should respond when QE is eliminated.

Doug Forsyth

Credit Statistics Continue to Support High Yield

07/24/2014

CIO Fixed Income US Doug Forsyth says limited expected market volatility, low interest rates and modest economic growth are three key drivers of a positive long-term outlook for the high-yield bond market.

Kristina Hooper

5 Second-Half Tips for Investors

07/24/2014

The back half of 2014 has the potential for greater economic growth, but also more downside risks for investors, says US Investment Strategist Kristina Hooper.

Andreas Utermann

Central Bank Policy Divide to Widen

2014 Mid-Year Global Outlook

07/21/2014

Economies worldwide are faced with different pressures and paces of recovery, which will give rise to diverging monetary policies, writes Global CIO Andreas Utermann in his outlook for the second half of 2014.

David Tan

India, Indonesia Bonds Showing Strong Potential

07/18/2014

Despite last year’s currency rout in India and Indonesia, proactive government actions are turning things around, says David Tan. Factor in solid ratings and high yields, and their sovereign bonds and currencies could be an attractive play.

Klaus Teloeken

What Happened to Momentum Stocks?

07/17/2014

Despite the recent and broad-based underperformance in momentum stocks, Co-CIO Systematic Equity Klaus Teloeken says there are no clear underlying fundamental causes, so there’s no need to expect these names will suffer for long.

Andreas Utermann

Back to the Future

07/15/2014

To some market watchers, the global economic recovery is on the same disinflationary path as Japan in the ’90s. But Global CIO Andreas Utermann highlights critical differences between then and now, including speedy accommodation from central banks.

Kristina Hooper

FOMC Reveals Few Surprises

06/19/2014

US Investment Strategist Kristina Hooper breaks down the June 18 FOMC announcement, including what it means for markets, monetary policy and investors.

Kristina Hooper

May Jobs Report: 4 Key Takeaways

06/06/2014

US Investment Strategist Kristina Hooper analyzes the May employment report, including what it means for monetary policy, markets and investors.

John Schroer

Biotech Outlook Remains Strong Despite Recent Selloff

05/21/2014

The recent biotech selloff has led to concerns about the sector’s health, but John Schroer, Sector Head of Health Care, thinks innovative companies will ultimately drive long-term earnings growth and share prices.

Neil Dwane

Choosing the Right Asset Class for Retirement

05/20/2014

CIO Equity Europe Neil Dwane examines how different asset classes affect investors’ ability to meet their long-term goals. Stocks have the most potential to outplace inflation and may make the best choice to prepare for a long retirement.

Sell in May and Go Away?

05/20/2014

The uneven economic recovery and weak earnings growth are just a few of the headwinds pushing against equities this year, says Global CIO Andreas Utermann, but central bank support is keeping the outlook for risk assets strong.

Scott Migliori

What’s Driving the Rotation in US Equities?

Perspective on the US

05/08/2014

Although the markets seem to be moving steadily forward, a turbulent shift in leaders and laggards has taken place behind the scenes, says CIO Equity US Scott Migliori. Is this a sign of the markets topping out or a false alarm on the path to new heights?

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