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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.
Peter Lefkin

A Cheat Sheet for the Midterm Elections

Inside the Beltway

10/31/2014

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the political races state by state, including the key election issues, where Democrats and Republicans are most vulnerable and the implications of incumbent losses.

Kristina Hooper

With QE Over, Fed Shows Confidence in Economy

10/29/2014

Our US Capital Markets Research & Strategy team breaks down the latest FOMC announcement and its key takeaways for investors.

Neil Dwane

Europe Is Ripe for Stock-Pickers

10/28/2014

CIO Equity Europe Neil Dwane says not all European stocks should be equally undervalued, unloved and under-owned. Take a look at high-quality dividend-payers and you’ll find well-run companies that know how to navigate an austere economic environment.

Andreas Utermann

The New 'Alphabet' of Investing

10/07/2014

Global CIO Andreas Utermann rounds up the highlights of our most recent Investment Forum in Frankfurt: With the stage set for lower market returns, generating alpha through active management will be essential for capturing outperformance opportunities.

Kristina Hooper

September Jobs Report Won’t Change Tightening Timetable

10/03/2014

Our US Capital Markets Research & Strategy team breaks down the latest employment data and its implications for monetary policy.

Global Strategic Outlook

Timely Insights from Our Global Strategic Outlook

10/01/2014

Every quarter, we publish timely insights into economies, markets and asset classes from our team of investment professionals. Here are our latest views on what’s in store for the global economy, the US, Europe and Asia-Pacific.

Raymond Chan

New ‘Stock Connect’ Platform Set to Boost China’s Markets

09/26/2014

Ready for its October debut, the Shanghai-Hong Kong Stock Connect platform marks a major step toward relaxing capital flows into and out of China, says Raymond Chan, and its expandable platform may lead to more open markets.

Andreas Utermann

What Investors Can Expect After Scotland's 'No' Vote

09/19/2014

Our Global CIO says the British pound’s post-“no” vote rise should be accompanied by a bounce for companies that had been adversely affected by the uncertainty surrounding the referendum on Scotland’s independence.

Kristina Hooper

FOMC Adds More Clarity About Policy, Rate Hikes

09/17/2014

US Investment Strategist Kristina Hooper breaks down the Sept. 17 FOMC announcement, including what it means for markets, monetary policy and investors.

How Scotland’s Independence Could Affect the UK

Viewpoints

09/17/2014

With the stage set for a close vote on Scotland’s secession from the United Kingdom, CIO Equity Europe Neil Dwane and Portfolio Manager Simon Gergel provide their on-the-ground insights into the referendum’s market, political and economic ramifications.

Aakanksha Vijaywargiya

New Budget, Bright Future for India

08/29/2014

Research Associate Aakanksha Vijaywargiya is optimistic that India’s new prime minister, Narendra Modi, will successfully implement his ambitious budget and reignite growth, particularly in the infrastructure and financial sectors.

Eric Boess

A Tale of Two Liquidities

08/28/2014

Global Head of Derivatives Eric Boess explores the liquidity troubles that could arise at the intersection of falling dealer inventory and rising overall bond-fund asset levels, driven by the explosive growth of passive investment vehicles.

Andreas Utermann

How Europe Can Move Forward, Abenomics-Style

08/27/2014

Global CIO Andreas Utermann writes in the Financial Times that European officials should create their own trio of “Abenomics” arrows, focused on accommodative monetary policy, employment and tax reforms, and infrastructure investment.

Neil Dwane

Big Plans for New EU President Juncker

08/27/2014

CIO Equity Europe Neil Dwane says European citizens have fresh hope for meaningful, positive change as incoming EU President Jean-Claude Juncker takes on huge political, economic, social and financial challenges during his first 100 days.

Peter Lefkin

Congress Again Plays “Kick the Can” in Summer

Inside the Beltway

08/13/2014

Two new laws were passed just before Congress broke for summer recess. While the issues were important, the bills epitomized lawmakers’ habit of putting form over substance and delaying tough decisions for future generations to tackle, says Peter Lefkin.

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