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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.
Neil Dwane

Big Plans for New EU President Juncker

08/27/2014

CIO Equity Europe Neil Dwane says European citizens have fresh hope for meaningful, positive change as incoming EU President Jean-Claude Juncker takes on huge political, economic, social and financial challenges during his first 100 days.

Andreas Utermann

How Europe Can Move Forward, Abenomics-Style

08/27/2014

Global CIO Andreas Utermann writes in the Financial Times that European officials should create their own trio of “Abenomics” arrows, focused on accommodative monetary policy, employment and tax reforms, and infrastructure investment.

Peter Lefkin

Congress Again Plays “Kick the Can” in Summer

Inside the Beltway

08/13/2014

Two new laws were passed just before Congress broke for summer recess. While the issues were important, the bills epitomized lawmakers’ habit of putting form over substance and delaying tough decisions for future generations to tackle, says Peter Lefkin.

Franck Dixmier

Fed vs. ECB: Navigating the ‘Great Divergence’

08/06/2014

With the Fed pondering rate hikes and the ECB launching new stimulus, investor concerns are diverging on both sides of the Atlantic, says CIO Fixed Income Europe Franck Dixmier. Look for ways to play wider US–euro-zone spreads and higher volatility.

Raymond Chan

Modi’s Promise for a Better India

08/05/2014

Facing challenging deficit and infrastructure problems but riding a clear development mandate, India’s new Prime Minister Narendra Modi has bold plans for supercharging the economy with foreign investment and decisive leadership, says Raymond Chan.

Peter Lefkin

Cantor’s Loss Reflects Image of a Divided America

08/05/2014

Peter Lefkin, head of government and external affairs at Allianz of America, explains the implications of Eric Cantor’s election loss and the rise of factionalism in American politics.

What to Expect in the Second Half

CIO Mid-Year Outlooks and Investment Implications

07/31/2014

Will the end of QE and uncertainty around Fed policy test our bullishness in the second half of 2014? Our experts discuss the challenges and opportunities for investors. Plus, Kristina Hooper provides five helpful tips on asset allocation.

Scott Migliori

Sticking With Stocks Amid a Mixed-Bag Recovery

07/24/2014

CIO Equity US Scott Migliori sees higher volatility and potentially a pullback before the end of the year, particularly as the Fed’s interest-rate decision comes into focus. But stocks remain the most attractive option for investors amid conflicting data.

Stephen Sexauer

The Sum of Patience and Prudent Diversification

07/24/2014

CIO Multi Asset US Steve Sexauer’s mid-year outlook highlights a continuation of financial repression, rising valuations and three possible paths for the economy. Coping with market and policy uncertainty will require both discipline and diversification.

Ben Fischer

A Fed-Fueled Market, for Better or Worse

07/24/2014

CIO NFJ Ben Fischer delivers his 2014 mid-year outlook, focusing on the end of the Fed’s bond-buying program and how high-quality, dividend-paying stocks should respond when QE is eliminated.

Doug Forsyth

Credit Statistics Continue to Support High Yield

07/24/2014

CIO Fixed Income US Doug Forsyth says limited expected market volatility, low interest rates and modest economic growth are three key drivers of a positive long-term outlook for the high-yield bond market.

Kristina Hooper

5 Second-Half Tips for Investors

07/24/2014

The back half of 2014 has the potential for greater economic growth, but also more downside risks for investors, says US Investment Strategist Kristina Hooper.

Andreas Utermann

Central Bank Policy Divide to Widen

2014 Mid-Year Global Outlook

07/21/2014

Economies worldwide are faced with different pressures and paces of recovery, which will give rise to diverging monetary policies, writes Global CIO Andreas Utermann in his outlook for the second half of 2014.

David Tan

India, Indonesia Bonds Showing Strong Potential

07/18/2014

Despite last year’s currency rout in India and Indonesia, proactive government actions are turning things around, says David Tan. Factor in solid ratings and high yields, and their sovereign bonds and currencies could be an attractive play.

Klaus Teloeken

What Happened to Momentum Stocks?

07/17/2014

Despite the recent and broad-based underperformance in momentum stocks, Co-CIO Systematic Equity Klaus Teloeken says there are no clear underlying fundamental causes, so there’s no need to expect these names will suffer for long.

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