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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.
Doug Forsyth

Risk Assets Boosted by Hunt for Income and Total Return


Despite a volatile start to the year and a brief Brexit-related setback, risk assets like high-yield bonds, convertibles and equities have continued their upward climb. Doug Forsyth details the multiple factors fuelling their strong performance.

Kristina Hooper

In Shift Toward Alternatives, Illiquid Alts Gain Ground


Kristina Hooper reviews the results of the 2016 RiskMonitor—AllianzGI’s annual survey of institutional investors. She finds that illiquid alternatives, and their high-octane potential, are gaining ground on their underperforming liquid counterparts.

Kristina Hooper

In Clinton vs. Trump Race, Bet on Infrastructure


The presidential candidates don't often see eye to eye, but they both agree that the US needs to fix its crumbling infrastructure. Our infographic shows how infrastructure spending could pay off for the economy—and how investors could take advantage.

Stefan Hofrichter

'Risky' and 'Safe' Assets Can't Both Keep Winning


Asset classes across the risk/reward spectrum have performed strongly in 2016, but something has to give, according to Chief Economist Stefan Hofrichter. He says it’s the relatively safer assets that are eventually going to lose out.

Peter Lefkin

US Election 2016: A Vote Against the Other

Inside the Beltway


As summer fades, the 2016 US presidential race enters its fraught and final stretch. Amid this most contentious of political contests, Peter Lefkin notes a sad resignation among voters, who are driven by rancor for the other side more than anything else.

Neil Dwane

ACTive Returns with Alpha, Conviction and Tenacity


In his roundup of our latest Investment Forum, Neil Dwane says growth will stay low while central banks suppress yields and politics boost uncertainty. In this environment, investors’ returns will be driven by their ability to accept risk and stay active.

Steve Malin

Policymakers and Businesses Confront Reality: Adapt or Die

Under the Macroscope


As the fourth industrial revolution proceeds, businesses will increasingly be forced to adapt or die, says our Fed expert Steve Malin. Fusing of technologies will open vast new opportunities for investors as new companies emerge in new industries.

Neil Dwane

Why Italy's Bank Rings Are Breaking


Neil Dwane says the crisis in Italy's banks is caused by a system with many interlocking rings – including banks, voters, politicians and regulators – that pass stress from one to the other. This could have dire consequences for both Italy and Europe.

Ann-Katrin Petersen

What if the ECB Runs Out of Bonds to Buy?


No matter what the ECB decides to do with bonds and the capital key, Investment Strategist Ann-Katrin Petersen says one thing seems clear: Given today’s market conditions, it will almost certainly need to adjust its QE parameters in the months ahead.

Stefan Scheurer

The BOJ Is Feeling the Heat to Sync Up with Abe


In contrast to the support Japan's prime minister is feeling for his reform efforts, the BOJ has been dealing with doubts about the effectiveness of its monetary tool box. Could BOJ Governor Kuroda surprise markets in September with a new easing option?

Neil Dwane

21 Must-Read Books for Your Summer Holiday


What are you reading this summer? Our Global Strategist shares a curated list of books that address some of the biggest issues facing investors today, from politics to disruption.

Neil Dwane

Early Investment Implications of the Brexit Brouhaha


Now that the initial volatility has passed, the UK is in a better post-Brexit position than Europe – at least for now, says our global strategist. But an overall feeling of uncertainty will make the hunt for income a key theme for the rest of 2016.

Andreas Fruschki

The Rise of Thematic Investing


Theme-based investing is expected to grow, especially given that millennial investors seem to prefer it, says Portfolio Manager Andreas Fruschki. Will the asset-management industry react accordingly by offering products that are more thematic?

Ben Fischer

When Will Value Investing Come Back Around?


Higher US interest rates, a weakening US dollar, a recovery in the high-yield bond markets and strengthening commodity markets are all signs that a shift from growth to value investing may already be occurring, writes NFJ Portfolio Manager Ben Fischer.

Project M

Does Loss Aversion Grow Weaker With Age?


As people get older, they focus more on what brings them joy, according to Project M. That could mean older retirees are more likely to ignore negative events such as financial losses—which could have big implications for plan sponsors and advisors.


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