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
Neil Dwane

Strong Growth Prospects for Europe as Recession Ends

Viewpoints

04/15/2014

CIO Equity Europe Neil Dwane says there are several reasons to be optimistic about European equities: the recession is ending, the euro is strong and many high-quality companies in the euro zone have been overlooked by investors.

Andreas Utermann

The Impact of the Ukraine Crisis on Financial Markets

04/09/2014

With the central bank “put” still in place, Global CIO Andreas Utermann says markets may continue being nonchalant about turmoil in Crimea, but a newly belligerent Russia on Europe’s doorstep should bring the EU closer together.

Peter Lefkin

The Price of Meaningful Tax Reform

04/09/2014

Peter Lefkin, head of government and external affairs at Allianz of America, takes a look under the hood of the proposed Tax Reform Act of 2014 and why, regardless of its fate, it’s a blueprint for the future and a sobering conversation worth having.

WSJ: “More Investors Are Drawn to Dividends”

04/06/2014

Investors worried about a slowing economy are playing defense by piling into dividend-paying stocks, says The Wall Street Journal. The reason? The income can cushion major downswings, plus many companies have been boosting payouts to shareholders.

Kristina Hooper

3 Key Takeaways from the Jobs Report

04/04/2014

US Investment Strategist Kristina Hooper breaks down the March employment report, including what it means for monetary policy, markets and investors.

Product Focus
Andreas Utermann

Making the Case for More Active Management

Global View

03/18/2014

Global CIO Andreas Utermann says the best thing active managers can do for their clients is be more active. That means focusing on two “sweet spots” to generate alpha: focused stock picking and diversified stock picking.

Doug Forsyth

A Bigger Toolkit for Generating Income Potential

03/11/2014

Income can solve a lot of problems, but it’s not easy to find with core bonds today. Investors need broader opportunity sets if they want to find the higher income, lower volatility and lower rate sensitivity they seek, says Doug Forsyth.

Andrew Neville

What’s Next for Small-Cap Stocks?

2014 Small-Cap Outlook

01/17/2014

Andrew Neville, lead portfolio manager for AllianzGI Global Small Cap Fund, discusses small-cap valuations, the pace of M&A and where he’s finding growth in 2014.

Glenn Dial

Taking Aim at Retirement Readiness

Demographics

12/11/2013

Why target-date funds are a smart choice for most American workers saving for their twilight years.

Ben Fischer

Dividends in a Time of Tapering

5 Questions with Ben Fischer

08/16/2013

Ben Fischer, manager of AllianzGI NFJ Dividend Value Fund, discusses what the Fed's eventual unwinding of QE means for dividend-paying stocks, how to weather uncertainty over monetary policy and where he's finding high-quality, "cheap" US stocks.

The Upshot
Kristina Hooper

Bullish Signals Outweigh Bearish Obstacles

The Upshot

04/21/2014

Stronger-than-expected economic data on the heels of a harsh winter and anecdotal evidence of improving conditions have bolstered the case for further stock-market upside, overshadowing potential headwinds, writes Kristina Hooper.

Media Center
Doug Forsyth

A Strong Outlook for High Yield in 2014  

03/11/2014

Portfolio manager Doug Forsyth discusses the positive environment for high-yield bonds: In addition to strong balance sheets, low default risk and solid earnings, monetary policy should remain accommodative and the economy is facing fewer headwinds.

Andrew Neville

Small Caps Should Shine in Economic Upswing  

03/11/2014

Portfolio manager Andrew Neville says the fact that economies are improving all around the world bodes well for small-cap companies, which tend to outperform their large-cap counterparts during upswings.

Research
Paul Strand

Surging US Oil Production Has Big Implications

Soundbites from Research

03/04/2014

With the US slated to become the world’s largest oil producer by 2015, US Resources sector head Paul Strand explains the economic, political and investment consequences of this major shift.

Kelly Reuba

Cost Control Key to Assessing Health-Care Exchanges

Grassroots℠ Research

01/23/2014

While benefits administrators take a wait-and-see approach with the Affordable Care Act, Kelly Reuba, Global Head of Grassroots℠ Research, says cost is their No. 1 concern.

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