Share Tool

Commentary 

 
 

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
Steve Malin

Productivity: An Understated Wellspring of Growth

04/17/2015

Productivity data greatly understate overall economic gains in the US, writes Investment Strategist Steve Malin. In reality, high-tech advances are helping businesses contain costs and boost productivity while improving living standards worldwide.

Andreas Utermann

Imagining the Unimaginable

04/16/2015

Succeeding as an investor in today's challenging economic environment, where unpredictable events can unfold at unthinkable speeds, requires skill, agility and courage, writes Global CIO Andreas Utermann.

John Schroer

Innovation, Regulatory Changes Bolster Biotech

04/10/2015

The biotech sector's multi-year outperformance doesn't mean it's in bubble territory, argues Portfolio Manager John Schroer. Instead, it's the result of new advances in medical technology and regulatory changes driving the sector forward.

Kristina Hooper

What the Fed Really Said

04/10/2015

Our US Capital Markets Research & Strategy team offers up key insights from recently released minutes of the FOMC's March 2015 meeting.

David Tan

Risk Appetite Returns to Asian High-Yield Market

04/09/2015

Although Asian high-yield bonds underperformed the broader Asian credit market in 2014, CIO Fixed Income Asia Pacific David Tan says they still offer an attractive yield pick-up in today’s environment of low global interest rates.

Product Focus
Small-Cap

Looking at Small Cap Through the Right Lens

04/14/2015

Our seasoned crew of small-cap portfolio managers discuss valuations in the context of earnings growth, what to expect from small-cap stocks when interest rates rise and how they actively manage risk in their portfolios.

Glenn Dial

Watch the Retirement Risk Gap

Dialed In to Retirement

03/19/2015

Choosing the right glide path isn't just about getting the most return for a certain level of risk anymore. There's a sizeable disparity between what retirement savers are willing to do and what's needed to hit their goals.

NFJ Makes Morningstar’s Dividend-Fund Short List

03/12/2015

Experienced investors know that dividend-paying stocks can provide key benefits to portfolios. Morningstar agrees, which is why they highlighted AllianzGI NFJ Dividend Value Fund in a special report: "Income-Focused Equity Funds That Actually Deliver."

Glenn Dial

Precision in Your Retirement Short Game

Dialed In to Retirement

02/26/2015

Getting the asset allocation right as plan participants close in on retirement is critical. And professional advice can help them find that pinpoint accuracy, writes Glenn Dial.

Glenn Dial

Debunking the Longevity Risk Myth

Dialed In to Retirement

01/22/2015

Boosting DC plan exposure to stocks doesn’t neutralize the threat of plan participants outliving their income. But seeking professional help can help bridge the gap.

The Upshot
Kristina Hooper

Will April Be the Cruelest Month for Data?

The Upshot

04/13/2015

The markets have much to mull this month as the Fed ponders a liftoff in rates, writes Kristina Hooper. From jobs to GDP to consumer credit, every data point seems critical except for one: inflation.

Media Center
Neil Dwane

'Good' Deflation Spurs Europe's Economic Growth  

02/26/2015

With deflation fears rising in Europe, policymakers are worried—but fear not, says CIO Equity Europe Neil Dwane. Investors should celebrate the lower oil, food and energy prices that support increased economic activity.

Raymond Chan

Falling Rates in Asia Should Trump Weakening Yen  

02/26/2015

Asia's markets could suffer if Japan's yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.

Research
Joey Wong

4G Driving Strong Mobile Telecom Growth in China

03/17/2015

Demand for speedy 4G technology is set to boost revenues for the China telecommunications industry, according to a recent Grassroots Research survey. China Mobile's head start in 4G should help the company regain market share.

Kelly Reuba

Supporting the Seeds of Our Convictions

5 Questions About Grassroots Research

12/16/2014

Kelly Reuba, global head of AllianzGI's Grassroots℠ Research, discusses how this unique group uses a network of journalists and investigators to help identify industry trends. The end result—stronger investment convictions and better decisions.

Search

> Advanced Search

Find a Product

Or Select

Or Browse by

Contact Us

For all inquiries please contact us

Follow Us

       
Commentary 

Share

Facebook
LinkedIn
Twitter

You are currently leaving us.allianzgi.com and navigating to a third-party website. Allianz Global Investors Distributors LLC accepts no responsibility for content on third-party sites or for the services provided. When using the services provided by a third-party site, you are subject to that site’s terms of service and privacy rules, which you should review carefully.