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Read timely and insightful commentary on the market and the economy from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Raymond Chan

New ‘Stock Connect’ Platform Set to Boost China’s Markets

09/26/2014

Ready for its October debut, the Shanghai-Hong Kong Stock Connect platform marks a major step toward relaxing capital flows into and out of China, says Raymond Chan, and its expandable platform may lead to more open markets.

Andreas Utermann

What Investors Can Expect After Scotland's 'No' Vote

09/19/2014

Our Global CIO says the British pound’s post-“no” vote rise should be accompanied by a bounce for companies that had been adversely affected by the uncertainty surrounding the referendum on Scotland’s independence.

Kristina Hooper

FOMC Adds More Clarity About Policy, Rate Hikes

09/17/2014

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

Viewpoints

09/17/2014

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

08/29/2014

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

08/28/2014

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

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.

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.

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.

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.

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