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
Andreas Utermann

What Investors Can Expect After Scotland's 'No' Vote

09/19/2014

Our Global CIO says the British pound’s post-“no” vote rise should be accompanied by a bounce for companies that had been adversely affected by the uncertainty surrounding the referendum on Scotland’s independence.

Kristina Hooper

FOMC Adds More Clarity About Policy, Rate Hikes

09/17/2014

US Investment Strategist Kristina Hooper breaks down the Sept. 17 FOMC announcement, including what it means for markets, monetary policy and investors.

How Scotland’s Independence Could Affect the UK

Viewpoints

09/17/2014

With the stage set for a close vote on Scotland’s secession from the United Kingdom, CIO Equity Europe Neil Dwane and Portfolio Manager Simon Gergel provide their on-the-ground insights into the referendum’s market, political and economic ramifications.

Aakanksha Vijaywargiya

New Budget, Bright Future for India

08/29/2014

Research Associate Aakanksha Vijaywargiya is optimistic that India’s new prime minister, Narendra Modi, will successfully implement his ambitious budget and reignite growth, particularly in the infrastructure and financial sectors.

Eric Boess

A Tale of Two Liquidities

08/28/2014

Global Head of Derivatives Eric Boess explores the liquidity troubles that could arise at the intersection of falling dealer inventory and rising overall bond-fund asset levels, driven by the explosive growth of passive investment vehicles.

Product Focus
Glenn Dial

The Secret to Plan Success

Dialed In to Retirement

09/17/2014

Marrying income adequacy with a high degree of confidence in hitting participant payout targets is the new benchmark for a winning retirement plan, writes Glenn Dial in his new monthly column.

Glenn Dial

Solving One of the Biggest Retirement Risks You Never Heard Of

08/12/2014

Plan sponsors and their advisors need to be aware of the risks involved in retirement investing—particularly the ones that frequently get overlooked. Glenn Dial outlines why it’s critical to solve for transition risk with an effective strategy.

Andrew Neville

The Additive Effect of Global Small Cap on Portfolios

05/02/2014

Manager Andrew Neville explains the payoff of a strategic allocation to global small-cap stocks, how active managers exploit pricing inefficiency and the benefit of kicking the tires in local markets. Plus, how monetary policy impacts small-cap investing.

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.

The Upshot
Kristina Hooper

Of Kilts, Ballots, Bankers and Dots

The Upshot

09/15/2014

Kristina Hooper breaks down the hairy mix of economic data, central bank policy and geopolitical events, including Scotland's potential exit from the UK, that markets are combing through right now.

Media Center

A Team of Contrarians Who Value Dividends  

06/26/2014

NFJ has a long tradition of buying stocks that are out of favor and using dividends to spot high-quality companies with strong balance sheets and to generate income. Portfolio managers Ben Fischer and Burns McKinney explain NFJ’s philosophy and process.

Burns McKinney

Dividends Can Be a Difference Maker  

05/12/2014

Burns McKinney, manager of AllianzGI NFJ International Value Fund, talks valuations and the benefits of dividend-paying stocks in a mature, yet volatile, bull market with CNBC’s Tyler Mathisen. Plus, why he favors tech and telecom.

Research
Joey Wong

Garment Manufacturing Still Going Strong in Asia Despite Safety Concerns

07/16/2014

While safety issues in Bangladesh and Cambodia’s garment-manufacturing industries have raised concerns, cost savings and taxes will still drive business, according to Grassroots℠ Research analyst Joey Wong.

Golden Age of Innovation: The Case for Investing in Technology

05/01/2014

With cloud computing, mobile Internet and social networking driving new markets and boosting productivity, the technology sector is experiencing a Golden Age of Innovation. Here’s an in-depth look at how investors can take advantage.

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.