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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.
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Allianz Global Investors Insights
May 2013
05/15/2013
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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.
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Alternative School of Thought
05/06/2013
Portfolio manager Greg Tournant highlights why he believes equity-index options are a smart way to fine-tune portfolios, boost diversification and guard against market crashes.
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Capture More Upside and Less Downside with Convertibles
5 Questions with Justin Kass
05/06/2013
Justin Kass, portfolio manager of the three-time Lipper Award-winning AllianzGI Convertible Fund, discusses the benefits of convertibles, where they fit in portfolios and the current market environment for the asset class.
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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.
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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.
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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.
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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.
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New Orthodoxy Means EM Currency Gains
04/03/2013
Investors should heed a new set of norms at central banks, writes Andreas Utermann.
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Is Cyprus the New Bailout Blueprint?
03/28/2013
Forcing bank depositors to chip in to pay sovereign debt could be the new template for the euro zone. If seizing assets is fair game, it will disrupt markets and prompt a flight from troubled banks, says Neil Dwane, CIO Equity Europe.
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Tall Tales of Currency Wars and the Great Rotation
03/21/2013
Andreas Utermann, global CIO, says capital-markets chatter has morphed from the financial crisis to competitive currency devaluation and a shift from bonds to stocks. While economic progress is real, these trends may be more myth than truth.
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Cyprus ‘Bailout’ Taboo Explained
5 Questions with Stefan Hofrichter
03/20/2013
Stefan Hofrichter, chief economist at Allianz Global Investors, discusses the latest chapter in the euro-zone debt crisis, including precedent-setting rescue measures, why tiny Cyprus matters in a global context and what it means for the markets.
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Central Banks, Not Politicians, Save the Day
03/06/2013
CIO Europe Neil Dwane says Italy’s election and the US sequester highlight a widespread lack of political will and inability to implement cohesive policy measures, but central banks are again coming to the rescue.
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State of the Union Reveals Stark Contrast Between President and GOP Visions
02/25/2013
Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the president’s address, highlighting the political implications of his legislative agenda and the fierce sparring over deficits and spending that lies ahead.
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