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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

'Doc Fix' Highlights Rare Bi-Partisan Consensus

Inside the Beltway

05/14/2015

Peter Lefkin chronicles the history of physician reimbursement laws and how Congress recently stepped up on an important Medicaire bargain. But both the US health-care system and Washington remain fractured, he says.

Scott Migliori

Investment Implications of a Weaker US Dollar

05/13/2015

After a strong start to the year, the dollar has started to fall, writes CIO Equity US Scott Migliori. Even if this is a short-term shift, it could lead to significant sector rotation and give the Fed a freer hand for rate hikes.

Andreas Utermann

Paying Heed to Politics, Doom Loops and Bubbles

05/12/2015

Global CIO Andreas Utermann says today's high valuations are set against an uncertain backdrop: Weak GDP and earnings forecasts, significant political noise and rising concerns over QE exit strategies should put market participants on alert.

Steve Malin

US Monetary Policy: Finding the Fork in the Road

Under the Macroscope

05/08/2015

Steve Malin discusses what it will take for the Fed to raise short-term interest rates and how economic data, international influences and the strength of the US dollar factor in to the pace, scale and duration of its rate hikes.

Kristina Hooper

Dissecting the FOMC Statement

04/30/2015

Our US Capital Markets Research & Strategy team breaks down the April 29 FOMC announcement, including what it means for markets, monetary policy and investors.

Product Focus
glenn dial

The 3 R's of a Winning Retirement Plan

Dialed In to Retirement

04/30/2015

There's a new paradigm for enhancing plan design, and therefore improving outcomes for plan participants. It's not just about fiduciary responsibility, fees and funds anymore.

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.

The Upshot
Kristina Hooper

For Bond Investors, the Timing of Liftoff Matters

The Upshot

05/26/2015

Kristina Hooper breaks down the FOMC minutes and Janet Yellen's public remarks, including why the path of rate hikes and the timing of tightening both matter.

Media Center
Kunal Ghosh

Investing in China's Future  

05/15/2015

Portfolio manager Kunal Ghosh discusses manufacturing activity and economic reforms in China, the Fed’s game plan for rate hikes and what lies ahead for deflation and demographics in emerging markets.

Elizabeth Corley

Fed Faces Delicate Balancing Act  

04/17/2015

CEO Elizabeth Corley discusses the normalization of monetary policy in the United States, including when interest rates will rise, amid a backdrop of uneven, fragile global growth.

Research
Project M

Can Seniors’ Well-Being Be Measured ... And Maintained?

05/15/2015

Aging populations in both industrialized and emerging countries are posing a challenge to policymakers all over the world, but new research could help develop effective solutions.

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.

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