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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.
Steve Malin

Productivity: An Understated Wellspring of Growth

04/17/2015

Productivity data greatly understate overall economic gains in the US, writes Investment Strategist Steve Malin. In reality, high-tech advances are helping businesses contain costs and boost productivity while improving living standards worldwide.

Andreas Utermann

Imagining the Unimaginable

04/16/2015

Succeeding as an investor in today's challenging economic environment, where unpredictable events can unfold at unthinkable speeds, requires skill, agility and courage, writes Global CIO Andreas Utermann.

John Schroer

Innovation, Regulatory Changes Bolster Biotech

04/10/2015

The biotech sector's multi-year outperformance doesn't mean it's in bubble territory, argues Portfolio Manager John Schroer. Instead, it's the result of new advances in medical technology and regulatory changes driving the sector forward.

Kristina Hooper

What the Fed Really Said

04/10/2015

Our US Capital Markets Research & Strategy team offers up key insights from recently released minutes of the FOMC's March 2015 meeting.

David Tan

Risk Appetite Returns to Asian High-Yield Market

04/09/2015

Although Asian high-yield bonds underperformed the broader Asian credit market in 2014, CIO Fixed Income Asia Pacific David Tan says they still offer an attractive yield pick-up in today’s environment of low global interest rates.

Stefan Hofrichter

Oil Price Fuels Growth, Especially in Europe

04/08/2015

Higher disposable income from falling oil prices is leading to increased private-sector spending in the developed world, says Chief Economist Stefan Hofrichter. For Europe, it's a much-needed tailwind.

Kristina Hooper

4 Takeaways from the FOMC Meeting

03/18/2015

Our US Capital Markets Research & Strategy team breaks down the March 18 FOMC announcement, including what it means for markets, monetary policy and investors.

Peter Lefkin

Debt-Ceiling Vote Rife With Conflict

Inside the Beltway

03/16/2015

Peter Lefkin, head of government and external affairs at Allianz of America, explains why the 2015 debt-ceiling debate could be worse than the one we saw in 2011.

Kazuyuki Terao

Relentless Reform Could Jump-Start Japan

03/13/2015

As Japan pushes to turn around its economy amid persistent structural issues, CIO Japan Equity Kazuyuki Terao says Shinzo Abe’s determination to reform corporate governance and tax codes should help Japan’s equity markets.

Kristina Hooper

5 Takeaways from the February Jobs Report

03/06/2015

Our US Capital Markets Research & Strategy team breaks down the latest employment report, and its implications for the pace of the US economic recovery and the Federal Reserve’s monetary policy.

Kristina Hooper

6 Takeaways from the January Jobs Report

02/06/2015

Our US Capital Markets Research & Strategy team breaks down the latest employment report and its implications for the Federal Reserve’s monetary policy.

Kristina Hooper

The Upside of GDP Data Is a Consumer Revival

01/30/2015

Consumer spending , which wasn't a consistent driver of growth until the third quarter of 2014, has since become one. While GDP growth came in below expectations, we expect the consumer recovery to continue in 2015.

Kristina Hooper

Fed Stays Steady in Latest Statement

01/28/2015

A patient FOMC seems to be on track toward a possible mid-year tightening, says our US Capital Markets Research & Strategy team, but rate hikes could also be pushed back. June's meeting will be a must-see.

Peter Lefkin

State of the Union: A Statement of Progressive Principles, Political Defiance

Inside the Beltway

01/27/2015

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down President Obama's speech, including what it means for entitlement spending, the debt ceiling, immigration reform and trade.

Greece

What the Outcome in Greece Means for Markets

01/26/2015

With Syriza's win in Greece's parliamentary election, our Economics & Strategy team says the anti-austerity party's first real litmus test will be the potential rollover of Greece's debt.

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