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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.
European Flags

AllianzGI's House View on Brexit

03/21/2017

UK's triggering of Article 50 on March 29 is like firing the starting pistol on the process of leaving the EU – but this race will be slow and tortuous, with many dangers. Here is our view on what investors should expect and how they should prepare.

Neil Dwane

4 Keys to the G20 Summit

03/16/2017

With America's leadership waning, Neil Dwane says the G20's role as an institution for global co-operation is more vital than ever. Participants at this week’s meeting plan to address tough issues like protectionism, currency manipulation and regulation.

The Hague

No 'Nexit': Why We Expect a Pro-EU Dutch Government

03/16/2017

Now that the VVD party has emerged victorious in the Netherlands’ parliamentary elections, we expect the current administration to continue more or less in its current form – and possibly become even more aligned with Brussels.

Stefan Scheurer

The BOJ Is Upbeat on Inflation, But for How Long?

03/15/2017

We expect no new actions from the BOJ at their latest meeting. Yet although the central bank is upbeat about inflation, Stefan Scheurer says the BOJ has to pave the way for future yield-target adjustments if inflation disappoints as US rates rise.

Franck Dixmier

A Fed Hike Is in the Cards

03/14/2017

We expect the FOMC to hike the fed funds rate at its next meeting, following strong US jobs numbers, rising inflation and a supportive economic backdrop. Franck Dixmier says not doing so would confound market expectations and risk a surge in volatility.

Greg Saichin

Oil and Debt Hold Keys to Russia's Resurgence

03/09/2017

For years, Russia used its energy supplies to expand its influence and drive a wedge between Europe; today, Greg Saichin says Russian debt is in high demand. Both are helping the country's strive for relevance while masking certain structural weaknesses.

Ingo Mainert

Europe Faces Critical Election 'Super Cycle'

03/09/2017

As the Netherlands sorts out its new parliament and Article 50 looms, France and Germany are up next at the polls. Amid volatile politics, Ingo Mainert asks: Will populism and anti-Europe sentiment move the EU away from integration toward dis-integration?

Neil Dwane

Onward, Comrades! 5 Priorities for a Resurgent Russia

03/07/2017

One hundred years after the Russian Revolution, the tsars and the USSR are gone, but Russia itself is alive and well. With the US more isolationist, Neil Dwane says Russia has a chance to revise its standing with the US and EU—but this time, as an equal.

Neil Dwane

Leap Forward: China's Next Four Modernizations

02/22/2017

As President Xi Jinping considers China’s next Five Year Plan, perhaps he will put his own twist on a predecessor’s strategy and look to strengthen China in four key areas: agriculture, industry, defense, and science & technology.

William Russell

Investor Implications of China as an Asset Class

02/16/2017

With new reforms opening up China's already massive equity and bond markets to outsiders, it may need to be considered an asset class in its own right. William Russell says its high time investors rethink how they go about accessing the region.

Neil Dwane

Is Trump's 'Red Meat' the Right Long-Term Diet?

Neil Dwane's Perspective

02/09/2017

Hours after taking office, President Trump began issuing executive orders to fulfill campaign promises. But if he really wants to "make America great again," Neil Dwane asks: Will Trump address long-term structural problems that sorely need fixing?

Hans Jörg Naumer

Active Investors Thrive on Creative Destruction

02/06/2017

As disruption factors into investment decisions in this post-election period, Hans-Jörg Naumer reminds us of the "creative power of destruction." This is precisely the environment where active investors can apply their skills and sort out the winners.

David Tan

China's Open Bond Markets Lift Investor Interest

02/06/2017

Regulators and policymakers in China have been enticing foreign investors with easier access to its bond markets—and our Asia-Pacific Fixed-Income CIO David Tan says it's working. Of particular interest are green bonds.

Raymond Chan

Extracting Alpha from China’s Equity Markets

02/02/2017

Investors fixated on China's macro issues could miss the bottom-up opportunities in a market with more listed companies than the US, says our Asia-Pacific equities CIO. Rewards abound for investors who grasp the size and subtleties of fast-changing China.

Stefan Rondorf

3 Top-Down Drivers of Growth-Value Rotations

02/01/2017

After years of playing catch-up to growth stocks, value experienced a reversal of fortune in 2016 as previously unloved sectors went on to outperform. In anticipating sudden style rotations like this, Stefan Rondorf keeps the focus on three main things.

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