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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.
Lu Yu

Emerging-Market Equities Poised for Success

07/02/2015

Portfolio Manager Lu Yu says this is an exciting time for EM stocks—which may offer higher earnings growth and cheaper valuations than the US—yet backward-looking indexes can't properly capture their dynamic growth potential.

Andreas Utermann

What a Grexit Could Mean to Investors

06/30/2015

As the world awaits the outcome of Sunday's referendum in Greece, Global CIO Andreas Utermann says the risk to capital markets should be containable, leading to a potential buying opportunity from downside volatility.

Raymond Chan

How Sustainable Is China's Rally?

06/26/2015

China's markets may look frothy, but CIO Equity Asia Pacific Raymond Chan says valuations are not yet extreme. The key is understanding the intentions of policymakers, who plan to use a booming equity market to achieve much-needed reforms.

Andreas Utermann

Lower-for-Longer Accommodation Still Underwriting Risk

06/25/2015

With global growth still slow, central banks have obliged markets with "a giant put option," writes Global CIO Andreas Utermann, fundamentally altering the supply/demand balance for bonds and contributing to ongoing bouts of volatility.

Rail and Retail Traffic Point to GDP Expansion

06/24/2015

Despite disappointing growth in the first quarter, the final GDP estimate was revised higher and recent consumer spending and rail-car traffic suggest a bounce in second-quarter GDP growth.

Kristina Hooper

How to Play the Fed's Big News Day

06/18/2015

Although the FOMC tried hard not to make headlines, there's still plenty to parse in its latest communications. Get the highlights and investment implications from our US Capital Markets Research & Strategy team.

Global Strategic Outlook

Timely Insights from Our Global Strategic Outlook

06/12/2015

Every quarter, we publish timely insights into economies, markets and asset classes from our team of investment professionals. Here are our latest views on what’s in store for the global economy, the US, Europe and Asia-Pacific.

Peter Lefkin

Simplifying the Complexity of Fiduciary Duty Regs

Inside the Beltway

06/09/2015

Peter Lefkin, head of government and external affairs at Allianz of America, takes a look at how the DOL aims to broaden fiduciary standards for advisors, and highlights the proposed rule's unintended consequences.

Kristina Hooper

May Jobs Report Points to Fall Liftoff

06/05/2015

Kristina Hooper provides a quick snapshot of today's employment data and what it means for the Fed's first rate hike since 2006.

Peter Lefkin

'Doc Fix' Highlights Rare Bi-Partisan Consensus

Inside the Beltway

05/14/2015

Peter Lefkin chronicles the history of physician reimbursement laws and how Congress recently stepped up on an important Medicaire bargain. But both the US health-care system and Washington remain fractured, he says.

Scott Migliori

Investment Implications of a Weaker US Dollar

05/13/2015

After a strong start to the year, the dollar has started to fall, writes CIO Equity US Scott Migliori. Even if this is a short-term shift, it could lead to significant sector rotation and give the Fed a freer hand for rate hikes.

Andreas Utermann

Paying Heed to Politics, Doom Loops and Bubbles

05/12/2015

Global CIO Andreas Utermann says today's high valuations are set against an uncertain backdrop: Weak GDP and earnings forecasts, significant political noise and rising concerns over QE exit strategies should put market participants on alert.

Steve Malin

US Monetary Policy: Finding the Fork in the Road

Under the Macroscope

05/08/2015

Steve Malin discusses what it will take for the Fed to raise short-term interest rates and how economic data, international influences and the strength of the US dollar factor in to the pace, scale and duration of its rate hikes.

Kristina Hooper

Dissecting the FOMC Statement

04/30/2015

Our US Capital Markets Research & Strategy team breaks down the April 29 FOMC announcement, including what it means for markets, monetary policy and investors.

Paul Strand

Low Oil Prices Spur Energy Industry to Action

04/22/2015

The energy industry is reacting to low oil prices by reducing supply with unprecedented urgency, writes US Resources Sector Head Paul Strand. That could make the sector attractive for investors with a 12-18 month time horizon.

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