Commentary

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Our portfolio managers are among the brightest investment minds in the industry. They provide timely and insightful commentary on the financial markets, the economy and global policy and are astute at finding investment opportunities in all market climates, particularly a nominal return environment.

Market Insights

Round 2 of the Debt-Ceiling Debate

5 Questions with Peter Lefkin

05/21/2013

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the latest developments on the $16.4 trillion debt ceiling and related budget battles including the possibility of tax and entitlement reform.

Allianz Global Investors Insights

May 2013

05/15/2013

Japan’s Government Aims to Reflate Economy

05/15/2013

Newly elected Prime Minister Shinzo Abe is using a bold mix of government spending, currency devaluation and an emphasis on growth to awaken Japan from nearly two decades of economic slumber.

Alternative School of Thought

05/06/2013

Portfolio manager Greg Tournant highlights why he believes equity-index options are a smart way to fine-tune portfolios, boost diversification and guard against market crashes.

Capture More Upside and Less Downside with Convertibles

5 Questions with Justin Kass

05/06/2013

Justin Kass, portfolio manager of the three-time Lipper Award-winning AllianzGI Convertible Fund, discusses the benefits of convertibles, where they fit in portfolios and the current market environment for the asset class.

Product Focus

	Looking for Dividends in New Places 03/14/2013 Dividends are the last bastion for investors seeking income and returns above inflation. But chasing yield in defensive sectors and ignoring valuation may jeopardize pension return targets, writes NFJ’s Ben Fischer in Pensions & Investments.
	Fed to Put an End to ‘Risk-Off’ Trade 08/09/2012 Ben Fischer discusses NFJ’s recent performance, challenges and opportunities in today’s markets, and why he expects Fed Chairman Ben Bernanke to inject liquidity with a major policy move in the coming weeks.
	It's an Optimum Time for High-Yield Bonds 10/12/2011 Doug Forsyth from the Income & Growth strategies team at Allianz Global Investors Capital gives his outlook on the high-yield markets.
	How Europe's Slowdown Impacts the Global Economy 08/19/2011 Burns McKinney, manager of Allianz NFJ International Value Fund, discusses recent market volatility, the implications of a slowdown in Europe and where NFJ is finding attractive investment opportunities.

The Upshot

Why Stocks May Have Room to Run

The Upshot

05/20/2013

A look at US equity ownership, investor sentiment and historical valuation reveals a compelling case for investors to have more exposure to stocks, says Kristina Hooper.

Media Center

The Perils of Not Taking Risk

04/24/2013

Elizabeth Corley, CEO of Allianz Global Investors, says the massive QE being pumped into the global economy has made ‘safe havens’ a source of negative real returns. To outrun inflation, investors must choose stocks over bank deposits and benchmark bonds.

Financial Repression - Whiteboard YouTube Video

Financial Repression 101

03/15/2013

In today’s global environment of artificially low yields, staying low-risk could carry big risks. Watch our new video to understand financial repression and learn why it’s critical to take action.

Research

Deconstructing the Mechanics and Market Implications of Financial Repression

White Paper

03/22/2013

Governments around the world are using financial repression to reduce their debt burdens—but their success comes at the expense of savers and investors. Download our white paper to learn how financial repression works and how to combat it.

Short-Duration High-Yield Bonds: An Attractive Solution for a Low-Yield, Rising-Rate Environment

White Paper

03/22/2013

Treasuries aren't providing enough yield for today's investors—but high-quality short-duration high-yield bonds provide income, hold up well when rates rise and can help reduce volatility. Download our white paper to learn more.