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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.

Strong GDP Revision Keeps Rate Hike on Table


Our US Capital Markets Research & Strategy team offers up their key takeaways from the latest GDP release.

Adrian Jones

Finding Value in Infrastructure Debt


AllianzGI Director of Infrastructure Debt Adrian Jones discusses the changing nature of the infrastructure debt market, and why investors must reassess how they determine the fundamental value of the issues they hold in their portfolios.

Neil Dwane

No Defence from Indexing Against Rising Global Volatility


The risk of policy errors is growing in today's uncertain environment, so investors must take risk to earn a return, writes Global Strategist Neil Dwane. Being active gives them a chance to earn the return they need, for the risk they can afford to bear.

Employment Report

The October Jobs Report Takes Us One Step Closer to Liftoff


Our US Capital Markets Research & Strategy team breaks down the latest employment data. Find out why the dramatically strengthening labor market makes it much more likely the Fed will raise interest rates next month.

Peter Lefkin

Why Everyone Loves to Hate the New Debt Deal

Inside the Beltway


The latest D.C. spending agreement doesn't just avert a shutdown, says Peter Lefkin, head of government and external affairs at Allianz of America; it also gives Paul Ryan a clean slate and lets both sides of the aisle regroup to fight another day.

Kristina Hooper

FOMC Still Can't Justify a Rate Hike


The markets expected the Fed to stay steady at its October meeting, and it did. But according to our US Capital Markets Research & Strategy team, weak economic data make it premature for pundits to prognosticate that December is a done deal.

Kristina Hooper

Despite GDP Drop, Growth Trend Is Healthy


Our US Capital Markets Research & Strategy team says the causes of the less-than-stellar third-quarter GDP numbers seem transitory. The bigger question is, will the still-low inflation data cause the Fed to delay liftoff even more?

Neil Dwane

How Disruptive Business Practices Challenge Traditional Investment Approaches


The pace of business disruption has sped up so much in recent years that corporations need to revise their business models to compete with new ways of doing business, says Global Strategist Neil Dwane. Investors need to revise their approaches as well.

Peter Lefkin

Wall Street Eyes Post-McCarthy Power Vacuum

Inside the Beltway


In a new commentary, Peter Lefkin, head of government and external affairs at Allianz of America, sifts through the fallout from the latest D.C. shocker: Rep. Kevin McCarthy's withdrawal from the House Speaker race.

Andreas Utermann

A Sharpened Focus on Delivering Alpha


Global CIO Andreas Utermann sums up our latest Investment Forum: As investors face slow growth, low interest rates and rising market volatility, employing active management and avoiding cheap beta may hold the key to generating returns.

Steve Malin

Why You Should Discount What FOMC Members Say


Investors surprised by the FOMC's decision to delay rate hikes might not have been reading its official statements closely enough, says Investment Strategist Steve Malin. Here are four factors to watch to help you anticipate future policy actions.

4 Takeaways from the Jobs Report


Our US Capital Markets Research & Strategy team digs into the data to explore the implications for inflation and Fed tightening.

Peter Lefkin

What Boehner's Retirement Means for the Shutdown

Inside the Beltway


In a new commentary, Peter Lefkin, head of government and external affairs at Allianz of America, says that John Boehner will probably reach one last deal with Democrats—likely averting another D.C. crisis—before stepping down from his speakership.

Why Standard Risk Measurements Don't Add Up


For most people, bad surprises loom larger than good ones, but that fact is missing from risk measures like standard deviation. In a new paper, the Center for Behavioral Finance investigates how people perceive risk and what it means for investors.

Steven Malin

Protecting against inflation in a deflationary world

Under the Macroscope


With the Fed and the Bank of England anticipating higher inflation before long, Investment Strategist Steve Malin describes how some investors have begun to consider their vulnerability to a higher price level—and how they might protect their portfolios.


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