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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

FOMC Adds More Clarity About Policy, Rate Hikes


US Investment Strategist Kristina Hooper breaks down the Sept. 17 FOMC announcement, including what it means for markets, monetary policy and investors.

How Scotland’s Independence Could Affect the UK



With the stage set for a close vote on Scotland’s secession from the United Kingdom, CIO Equity Europe Neil Dwane and Portfolio Manager Simon Gergel provide their on-the-ground insights into the referendum’s market, political and economic ramifications.

Aakanksha Vijaywargiya

New Budget, Bright Future for India


Research Associate Aakanksha Vijaywargiya is optimistic that India’s new prime minister, Narendra Modi, will successfully implement his ambitious budget and reignite growth, particularly in the infrastructure and financial sectors.

Eric Boess

A Tale of Two Liquidities


Global Head of Derivatives Eric Boess explores the liquidity troubles that could arise at the intersection of falling dealer inventory and rising overall bond-fund asset levels, driven by the explosive growth of passive investment vehicles.

Andreas Utermann

How Europe Can Move Forward, Abenomics-Style


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.

Neil Dwane

Big Plans for New EU President Juncker


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.

Peter Lefkin

Congress Again Plays “Kick the Can” in Summer

Inside the Beltway


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’


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


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


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


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


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.

Ben Fischer

A Fed-Fueled Market, for Better or Worse


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


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.

Stephen Sexauer

The Sum of Patience and Prudent Diversification


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.


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