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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

'French Risk Premium' Could Persist Until June

04/24/2017

Markets cheered the prospect of an Emmanuel Macron presidency, but even if he wins, his reforms may lack parliamentary support. As a result, Franck Dixmier says the risk aversion of recent weeks could last until France's legislative elections in June.

Neil Dwane

UK General Election: A Surprise that Heralds Greater Certainty?

04/20/2017

British PM Theresa May's call for a snap general election in June seems designed to help her negotiating position on Brexit. While the news has boosted hopes of a "softer" Brexit, Neil Dwane warns of more volatility during the run-up to the election.

Neil Dwane

Cooperation Springs Forth at the G20

04/19/2017

New geopolitical tensions arising out of Syria and North Korea may have made the US more open to international cooperation. As the G20 meets this week in Washington, Neil Dwane says it could be a confidence-building development for financial markets.

EU Awaits Outcome of France's Prolonged Election Season

04/17/2017

When the first round of voting kicks off in the French presidential election on April 23, the outcome will determine not only France's political future, but whether the EU moves closer to unity in this critical "super cycle" election year.

Steve Malin

Battles Brewing Over US Budget and Taxes

04/07/2017

President Trump's ambitious agenda is encountering stiff resistance, but meaningful spending and tax changes should happen well before year-end. Steve Malin says markets will respond well if Mr. Trump's pro-growth, pro-business policies become reality.

Product Focus
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.

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.

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
Andreas Utermann

Volatility in Vogue  

02/10/2017

Just about all markets can expect increased volatility, especially currencies, where a 30-year period of stability is about to end.

Andreas Utermann

Globalization Under Attack  

02/10/2017

The post-election rally's ongoing prospects look dim with globalization under constant attack.

Research
Grassroots Research

China's Banks Are Looking Less Shadowy

04/19/2017

As China's banking industry sets out to improve transparency, Grassroots℠ Research analyst Joey Wong says a new breed of lower-risk wealth-management products and a healthier mortgage market support a more positive view of the country’s banks.

Grassroots Research

TV and the Internet: Toward a More Perfect Union

04/03/2017

As television and the internet become more integrated, satellite and cable providers are presenting a plethora of new subscriber packages. Grassroots℠ Research shows that consumers are captivated, with many inclined to negotiate new package agreements.

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