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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.

'French Risk Premium' Could Persist Until June


Markets cheered the prospect of an Emmanuel Macron presidency, but even if he wins, his reforms may lack parliamentary support. As a result, Franck Dixmier says the risk aversion of recent weeks could last until France's legislative elections in June.

Neil Dwane

UK General Election: A Surprise that Heralds Greater Certainty?


British PM Theresa May's call for a snap general election in June seems designed to help her negotiating position on Brexit. While the news has boosted hopes of a "softer" Brexit, Neil Dwane warns of more volatility during the run-up to the election.

Neil Dwane

Cooperation Springs Forth at the G20


New geopolitical tensions arising out of Syria and North Korea may have made the US more open to international cooperation. As the G20 meets this week in Washington, Neil Dwane says it could be a confidence-building development for financial markets.

EU Awaits Outcome of France's Prolonged Election Season


When the first round of voting kicks off in the French presidential election on April 23, the outcome will determine not only France's political future, but whether the EU moves closer to unity in this critical "super cycle" election year.

Steve Malin

Battles Brewing Over US Budget and Taxes


President Trump's ambitious agenda is encountering stiff resistance, but meaningful spending and tax changes should happen well before year-end. Steve Malin says markets will respond well if Mr. Trump's pro-growth, pro-business policies become reality.

Neil Dwane

6 Pressure Points for US Stocks


The highly valued US equity market has served many investors well in recent years, but Neil Dwane warns investors should watch for several factors that could put downward pressure on prices. At the top: Trumponomics troubles and growing inflation fears.

Stefan Hofrichter

Will Italy Spoil Europe's Election Celebrations?


Early on in Europe's "super-cycle" election year, voters seem to be preferring pro-EU candidates. The outlier could be Italy, which Stefan Hofrichter says is under serious economic stress and could vote to leave the EU or euro at the next opportunity.

Steve Malin

The End of the Fed as We Know It?


Beset with low rates, slow growth and a shocking change in the US government’s political power structure, the Federal Reserve is facing one of the most uncertain periods in its 104-year history. Steve Malin explains what this could mean for investors.

Mike Riddell

A BOE Rate Hike Is Highly Unlikely Anytime Soon


As sterling's devaluation starts to reach consumers, UK inflation could see a temporary bump upward this year. But Mike Riddell says political risks and other weak economic data make the market's expectations of a rate hike by summer 2018 seem ambitious.

European Flags

AllianzGI's House View on Brexit


UK's triggering of Article 50 on March 29 is like firing the starting pistol on the process of leaving the EU – but this race will be slow and tortuous, with many dangers. Here is our view on what investors should expect and how they should prepare.

Neil Dwane

4 Keys to the G20 Summit


With America's leadership waning, Neil Dwane says the G20's role as an institution for global co-operation is more vital than ever. Participants at this week’s meeting plan to address tough issues like protectionism, currency manipulation and regulation.

The Hague

No 'Nexit': Why We Expect a Pro-EU Dutch Government


Now that the VVD party has emerged victorious in the Netherlands’ parliamentary elections, we expect the current administration to continue more or less in its current form – and possibly become even more aligned with Brussels.

Stefan Scheurer

The BOJ Is Upbeat on Inflation, But for How Long?


We expect no new actions from the BOJ at their latest meeting. Yet although the central bank is upbeat about inflation, Stefan Scheurer says the BOJ has to pave the way for future yield-target adjustments if inflation disappoints as US rates rise.

Franck Dixmier

A Fed Hike Is in the Cards


We expect the FOMC to hike the fed funds rate at its next meeting, following strong US jobs numbers, rising inflation and a supportive economic backdrop. Franck Dixmier says not doing so would confound market expectations and risk a surge in volatility.

Greg Saichin

Oil and Debt Hold Keys to Russia's Resurgence


For years, Russia used its energy supplies to expand its influence and drive a wedge between Europe; today, Greg Saichin says Russian debt is in high demand. Both are helping the country's strive for relevance while masking certain structural weaknesses.


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