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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
Neil Dwane

To Boost Growth, Solve the Productivity Puzzle

08/08/2017

In a potentially troubling sign for global growth, productivity has been declining for decades. In the first of a series on productivity, Neil Dwane explores why businesses, governments and investors need to find ways to solve the productivity puzzle.

Franck Dixmier

A Summer of Quiet Contemplation

07/26/2017

The FOMC is unlikely to raise rates at this week's meeting. Instead, Franck Dixmier says market participants will be paying close attention to Chair Yellen’s views on increasingly weak inflation data, as well as any possible hints about tapering.

Andreas Fruschki

5 Reasons to Go Active With Water Investing

07/20/2017

The water industry, perhaps more than any other, is primed for long-term growth on a global scale and Andreas Fruschki says this presents big advantages for active investors. Here are five reasons to consider going active with AllianzGI Global Water Fund.

Steven Malin

How to Prepare for Inflation’s Inevitable Return

07/19/2017

Inflation is being suppressed as long-standing economic relationships – such as the linkage between labor-market tightness and wage growth – have broken down. But Steve Malin says inflation will inevitably return and investors will have to be ready.

Neil Dwane

Mid-Year Outlook: Be More Selective in the Second Half

07/19/2017

After a strong first half to 2017 for equities, the message for the remainder of the year is to seek returns more carefully. Neil Dwane says the "country factor" is key: Investors can no longer rely on a rising tide of cyclical data to lift all boats.

Product Focus
Glenn Dial

How to Prepare for the Next Market Downturn

07/27/2017

Fortunate is the financial advisor bullish on US stocks in recent years. But more fortunate will be those who prepare clients for the inevitable market downturn. This is one of most important things an advisor can do says Glenn Dial, and now is the time.

Glenn Dial

What it Means to be Dynamic

05/25/2017

Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial says it all begins with defining what dynamic investing actually is.

Glenn Dial

Can Your Target Date Fund Provide Lifetime Income?

Dialed In to Retirement

03/24/2017

For Target Date Funds (TDFs), the focus has always been on reaching retirement day. Now, on the brink of a baby boomer exodus from the workforce, Glenn Dial says TDFs should aim way past the target date to focus on retirement income, and lots of it.

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.

Media Center
Neil Dwane

The Tide Goes Out for Risk Assets  

07/24/2017

The rising global tide that supported equities and other risk assets over the past year is going out, Neil Dwane tells Bloomberg, and generating returns going forward will become more tricky.

Neil Dwane

2017 Outlook: Focus Shifts to Fiscal Policy & Populist Politics

12/06/2016

As the markets close the books on another tumultuous year, investors should keep watch on the rise of populist politics, China's re-emergence as a global growth engine and a renewed focus on government spending as interest rates remain low.

Research
Grassroots Research

No Big Changes to Corporate Travel Spending in 2017

05/23/2017

In 2017, corporate travel spending is expected to be flat or up slightly year-to-year. Despite heightened global security concerns, travel policies are not changing for most, while a few cited investments in duty of care risk-management programs.

Grassroots Research

Robo-Advisors: Low Cost vs. a Personalized Approach

05/12/2017

According to two new Grassroots℠ Research surveys, robo-advice has the potential to help both investors – and advisors – alike. While automated services may be an attractive low-cost solution, not everyone is willing to forgo the personal touch.

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