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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.
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.

Euro

ECB Unveils Bold Plan to Boost Europe’s Economy

01/23/2015

Here’s a breakdown of the European Central Bank’s aggressive economic stimulus package, which includes quantitative easing, by our Economics & Strategy team.

Burns McKinney

Rare Yield Crossover Reveals Dividends' Appeal

01/23/2015

The dividend yield on the S&P 500 is now higher than the 10-year Treasury yield, a rare occurrence that could be a signal that stocks are poised for a strong 2015. Portfolio manager Burns McKinney weighs in.

Making Sense of an Inflated Swiss Franc

01/16/2015

Our Economics & Strategy team breaks down the major disruption in currency markets following the Swiss National Bank’s policy U-turn.

Andreas Utermann

Fasten Your Seatbelt: Bumpier Markets Ahead

2015 Global Market Outlook

01/14/2015

Global CIO Andreas Utermann's 2015 outlook calls for muted returns and bouts of volatility, with the US economy and accommodative central banks remaining the primary drivers of global economic growth.

Kristina Hooper

Popping the Hood on the December Jobs Report

01/12/2015

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

Kristina Hooper

What the Fed Really Said

01/12/2015

Our US Capital Markets Research & Strategy team offers up key insights from recently released minutes of the FOMC’s December 2014 meeting.

Greg Tournant

Coping With Volatility, Rate Hikes and Downturns

CIO Outlook

01/09/2015

CIO US Structured Products Greg Tournant discusses the biggest risks and opportunities for investors in 2015, including how to manage volatility in a period of great uncertainty.

Doug Forsyth

Low Defaults, Credit Stats to Support High Yield

CIO Outlook

01/09/2015

CIO Fixed Income US Doug Forsyth discusses the macroeconomic backdrop, energy prices and what to expect from high-yield bonds in 2015.

Scott Migliori

Consumer Revival, Rising Rates to Color 2015

CIO Outlook

01/09/2015

US consumers will stage a comeback as less pain at the pump boosts purchasing power and corporate earnings improve in early 2015, says CIO Equity US Scott Migliori. But unexpected wage pressures and rising rates may take their toll in the second half.

Ben Fischer

Optimism Reigns but Headwinds Remain

CIO Outlook

01/09/2015

CIO NFJ Ben Fischer sees low inflation and major growth hurdles in 2015, which could prompt the Fed to reinstate QE. With volatility set to rise, investors are going to need income and downside protection.

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