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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
Peter Lefkin

President Trump: A Preview of the First 100 Days

Inside the Beltway

01/20/2017

At the outset of his presidency, Donald Trump is facing the most scrutinized first 100 days in the history of the office. In a time that will set the tone for the next four years, Peter Lefkin previews the hot-button issues confronting the new president.

Franck Dixmier

Weak Inflation Should Prompt ECB to Hold Fast

01/18/2017

Don't expect the European Central Bank to announce any major policy change at its January 19 meeting, says Franck Dixmier. While neither inflation nor job growth are strong enough to change course right now, the ECB may soon reach its limits.

Neil Dwane

Will Donald Trumpism Bury Davos Elitism?

01/17/2017

Neil Dwane says the rumbling heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism—one that threatens to sweep away pro-globalization sentiment and change the investment landscape.

Project M

When Early Retirement Comes Too Soon

01/04/2017

Policy makers and workers alike are open to extending the retirement age past the traditional 65. Despite their willingness to keep on working, however, Project M finds that many people end up leaving the workforce way too soon.

Neil Dwane

5 Good & 5 Bad Scenarios for Investors in 2017

12/28/2016

Peering into the next 12 months, Neil Dwane looks at how 10 hypothetical events—including a "soft Brexit", the rise of "green bonds" and a Le Pen victory in France—could affect economies and markets around the world.

Product Focus

Barron's: Actively Managed Funds Poised for Comeback

01/13/2017

In a cover story entitled "Stockpicker's Delight," Barron's lists just seven funds to consider. At the top is the AllianzGI NFJ Dividend Value Fund. See why our active strategy is getting noticed by one of the world's premier investment publications.

Neil Dwane

Upping the Ante: The DOL Rule and Risk Management

Dialed In To Retirement

11/29/2016

The DOL fiduciary rule's far-sweeping changes have placed risk management front and center for financial advisors. From practice management to portfolio risk, Glenn Dial says the stakes are elevated, even after the election.

Stephen Bond-Nelson

Harnessing Equity Index Options for Total Return

10/20/2016

Stephen Bond-Nelson explains how the AllianzGI Structured Return Fund smartly invests in equity index options to generate market-neutral returns with low volatility.

Glenn Dial

Has Investment Diversification Alone Had its Day?

Dialed In To Retirement

08/05/2016

The idea that investment diversification can enhance returns and lower risk hasn't played out as planned in post-crisis markets. This may come as a surprise to retirement investors, who should now consider a more dynamic approach according to Glenn Dial.

Building a Better Portfolio Using "Best Styles"

06/10/2016

The Upshot
Kristina Hooper

Election Countdown: Taxation

The Upshot

10/17/2016

Amid a most astounding presidential campaign season, tax policy has gone virtually unnoticed. Kristina Hooper looks past the rhetoric to shed light on the candidates’ tax proposals and what a Clinton or Trump victory could mean for the US economy.

Media Center

Mapping Your Road to Retirement: Dynamic Target-Date Strategies 101  

10/03/2016

Our brief educational video puts you in the driver's seat when it comes to retirement saving by showing you how AllianzGI Dynamic Target-Date Strategies do the hard work of investing for you, making them helpful options for retirement savings plans.

Neil Dwane

Are Central Bankers Bluffing?  

09/21/2016

The ECB, BOJ and Fed all want to tighten, but lack clear and compelling reasons to do so. Neil Dwane talks to CNBC's Squawk Box about what central bankers and investors are up against.

Research
Grassroots

Diabetes Drives Demand for Insulin Pumps in Europe

01/11/2017

Recent Grassroots℠ research shows that the use of insulin-pumps is on the way up in Germany, the UK and France. Earlier diagnosis of patients with diabetes combined with increasing familiarity with pump technology are key drivers of the demand.

Phil Simon

Hospital Capex Stable Despite Threat to Obamacare

01/11/2017

With new leadership in Washington seeking to repeal the Affordable Care Act in 2017, healthcare providers are having difficulty planning ahead. But for hospitals, Grassroots shows that capital expenditures look to remain stable in a year of uncertainty.

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