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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

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.

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.

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