 |
Do we still have faith in 'Abenomics'?
Viewpoints
06/18/2013
Japan's market turbulence reflects concerns about Prime Minister Abe’s economic policies. CIO Asia Pacific Raymond Chan says reforms are needed, perhaps coming after the July elections, to deregulate Japan's market and resolve structural deficiencies.
|
 |
Why Europe's Credit Ratings Won't Budge
Sound Bites from Research
06/17/2013
Barring a bank collapse or a breakup of the euro zone, individual countries' credit ratings are likely to stay put, says David Manoux, head of credit research.
|
 |
A Snapshot of China's Loan Growth
Grassroots℠ Research
06/17/2013
Bank managers surveyed by Grassroots℠ Research expect property developers, manufacturing companies and local government financing vehicles to experience the highest loan growth.
|
 |
Global Growth Paths Diverge
Global View
06/12/2013
The United States and Japan are breaking away from the pack as the euro zone stares down a double-dip recession, says Global CIO Andreas Utermann. Meanwhile, central banks remain committed to using financial repression to revive markets and reduce debt.
|
 |
What a Mixed Jobs Report Means for Fed Easing
06/07/2013
Kristina Hooper, US head of investment and client strategies, breaks down today’s employment report and its implications for monetary policy and the economic recovery.
|
 |
Coping With Today's 'Longevity Revolution'
06/03/2013
Did you know that by 2050, 2 billion people will be over age 60? To make sure the elderly are seen as a resource instead of a burden—and to help them age with dignity—global organizations are promoting policies that enhance life quality.
|
 |
The 3 Pillars of the US Housing Recovery
05/22/2013
For years an albatross around the neck of the US economy, America’s housing market is finally taking flight.
|
 |
Round 2 of the Debt-Ceiling Debate
5 Questions with Peter Lefkin
05/21/2013
Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the latest developments on the $16.4 trillion debt ceiling and related budget battles including the possibility of tax and entitlement reform.
|
 |
9 Key Themes Impacting Stock Returns
Second-Quarter Outlook
05/20/2013
Scott Migliori, CIO of US equities, sees 5% earnings growth for 2013, tame inflation and continued strides in housing and employment. While technical indicators point toward a correction, valuations remain attractive in the 14 to 15 times earnings range.
|
|
Allianz Global Investors Insights
May 2013
05/15/2013
|
 |
Japan’s Government Aims to Reflate Economy
05/15/2013
Newly elected Prime Minister Shinzo Abe is using a bold mix of government spending, currency devaluation and an emphasis on growth to awaken Japan from nearly two decades of economic slumber.
|
|
Return of the Bull
04/30/2013
Five years after one of the biggest financial crises in economic history, investors are still shell- shocked. How else can we explain bondholders accepting negative real bond yields with stock valuations so promising? asks Wharton’s Jeremy Siegel.
|
 |
China Downgrade Won’t Cast a Long Shadow
04/23/2013
A credit boom and mounting risks of loosely regulated lending prompted Fitch to downgrade China’s long-term local currency rating. But there’s a comfortable buffer to absorb these risks, says Helen Lam, a senior portfolio manager in Hong Kong.
|
|
4 Effects of a New Central Bank Blueprint
04/17/2013
A secular shift in monetary policy around the world will aid the recovery but it comes with significant side effects, says Global CIO Andreas Utermann.
|
 |
QE in Japan Is a Monetary Tsunami
04/12/2013
The Bank of Japan’s new quantitative easing policies are aimed squarely at infusing Japan’s markets with liquidity—but their impact is being felt on all financial markets, explains Hans-Jörg Naumer.
|
Share