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.
Andreas Utermann

The Impact of the Ukraine Crisis on Financial Markets

04/09/2014

With the central bank “put” still in place, Global CIO Andreas Utermann says markets may continue being nonchalant about turmoil in Crimea, but a newly belligerent Russia on Europe’s doorstep should bring the EU closer together.

Peter Lefkin

The Price of Meaningful Tax Reform

04/09/2014

Peter Lefkin, head of government and external affairs at Allianz of America, takes a look under the hood of the proposed Tax Reform Act of 2014 and why, regardless of its fate, it’s a blueprint for the future and a sobering conversation worth having.

Kristina Hooper

3 Key Takeaways from the Jobs Report

04/04/2014

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

Ben Fischer

How to Play a Yellen-Led Fed With Dividends

03/27/2014

Portfolio manager Ben Fischer explains the role dividend-paying stocks play in portfolios at a time when the Fed’s unwinding QE and a bull run in equities is maturing. Plus, how NFJ should perform if there’s a correction and where he’s finding bargains.

Kristina Hooper

4 Key Takeaways from the FOMC Meeting

03/19/2014

US Investment Strategist Kristina Hooper highlights the implications of the Fed’s decision to ditch the 6.5% unemployment rate target for raising short-term interest rates and to continue tapering asset purchases by $10 billion a month.

Neil Dwane

Keeping a Long-Term Focus in the Midst of Market Storms

03/17/2014

CIO Equity Europe Neil Dwane says the hunt for returns in a financially repressive environment gets easier when savers remember the crucial role compounding plays in long-term investing.

Raymond Chan

Where to Invest in India Today

03/11/2014

Markets are optimistic that India’s May elections will usher in a reform-minded government, writes Raymond Chan. But a complicated political landscape makes it important to invest in proven companies that know how to navigate volatility.

Shlomo Benartzi

A MyRA Makeover for Retirement Savers

03/11/2014

Auto-enrollment in retirement plans is a great start. But the real key is auto-escalation, which boosts savings as time goes on, helping to avoid later shortfalls, writes behavioral finance expert Shlomo Benartzi in Pensions & Investments.

The Job Market in 5 Charts

03/11/2014

The bull run in equities since the financial crisis has hit its five-year anniversary. But the labor market, while making strides, hasn’t enjoyed as much improvement as the stock market. Here’s the state of the employment situation in five simple charts.

Kristina Hooper

Jobs Upside Surprise Should Work for Investors

03/07/2014

US Investment Strategist Kristina Hooper delivers a quick take on the February employment report and what it means for markets and the Fed.

David Tan

Asian Bonds Have Performed Well in Rising-Rate Environments

Viewpoint

03/06/2014

Rising Treasury yields in 2014 won’t necessarily mean negative total returns for Asian bonds, says CIO Fixed Income Asia Pacific David Tan. Yield carry, local-currency returns and widely diverging economies should make the difference.

How the Ukraine Conflict Impacts Investors

03/04/2014

Global CIO Andreas Utermann and Global Chief Economist Stefan Hofrichter break down the Russian incursion and what it means for developed and emerging markets, oil prices and Europe’s banking system.

Kristina Hooper

Chilly Jobs Report Won’t Tamper With Tapering

02/07/2014

US Investment Strategist Kristina Hooper breaks down the January employment report, including what it means for the Federal Reserve’s plans to taper its asset purchases and the key takeaways for investors.

Peter Lefkin

State of the Union: Confronting the Limits of Power

02/07/2014

Peter Lefkin, head of government and external affairs at Allianz of America, analyzes the president’s annual address and why he’s pursuing a more modest agenda that includes items like MyRA accounts for retirement savers, but doesn’t include tax reform.

A Clear Bias in Favor of Risk Assets

Viewpoint

02/06/2014

Amid concerns about overheated markets, Stefan Hofrichter and Kristina Hooper cite an ongoing global economic recovery, accommodative central banks and continued improvement in the US economy as among the key reasons to prefer equities.

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