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Read timely and insightful commentary on the market and the economy from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Stefan Hofrichter

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

09/20/2016

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

09/20/2016

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

09/20/2016

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

09/13/2016

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

08/30/2016

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?

08/25/2016

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

08/24/2016

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

08/15/2016

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

08/12/2016

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

08/05/2016

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?

07/27/2016

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?

07/26/2016

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.

Kristina Hooper

US Presidential Election: Analysis and Investment Implications

07/22/2016

In this "all-bets-are-off" US presidential election, Kristina Hooper says it's important to know the candidates' platforms and how they can affect the markets. Investors should be prepared for more surprises—and more volatility.

Neil Dwane

Q&A: How Will Brexit Affect the UK and EU?

07/20/2016

Neil Dwane answers investors' most pressing questions about Britain's current and future relationship with the European Union.

Neil Dwane

Just Before Halftime, Brexit Strikes

07/14/2016

In his mid-year outlook, Neil Dwane looks at how the biggest investment themes of early 2016 – including China, oil and diverging central-bank policies – suddenly gave way to a new narrative: How will the UK's impending exit from the EU change the game?

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