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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
Lu Yu

Emerging-Market Equities Poised for Success

07/02/2015

Portfolio Manager Lu Yu says this is an exciting time for EM stocks—which may offer higher earnings growth and cheaper valuations than the US—yet backward-looking indexes can't properly capture their dynamic growth potential.

Andreas Utermann

What a Grexit Could Mean to Investors

06/30/2015

As the world awaits the outcome of Sunday's referendum in Greece, Global CIO Andreas Utermann says the risk to capital markets should be containable, leading to a potential buying opportunity from downside volatility.

Raymond Chan

How Sustainable Is China's Rally?

06/26/2015

China's markets may look frothy, but CIO Equity Asia Pacific Raymond Chan says valuations are not yet extreme. The key is understanding the intentions of policymakers, who plan to use a booming equity market to achieve much-needed reforms.

Andreas Utermann

Lower-for-Longer Accommodation Still Underwriting Risk

06/25/2015

With global growth still slow, central banks have obliged markets with "a giant put option," writes Global CIO Andreas Utermann, fundamentally altering the supply/demand balance for bonds and contributing to ongoing bouts of volatility.

Rail and Retail Traffic Point to GDP Expansion

06/24/2015

Despite disappointing growth in the first quarter, the final GDP estimate was revised higher and recent consumer spending and rail-car traffic suggest a bounce in second-quarter GDP growth.

Product Focus

Why Credit Risk Trumps Duration in High Yield

06/12/2015

In advance of Fed liftoff, it's worth noting that timing and priority don't make a bond a better investment. Portfolio manager Jim Dudnick explains why credit risk plays a more prominent role in high-yield bond returns than duration risk.

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."

The Upshot
Kristina Hooper

Greece Firestorm Won't Stifle Consumer Comeback

The Upshot

06/29/2015

Failed talks over remedies for Greece's worsening debt situation may be a distraction in the short run, but fundamentals like job creation and a healthier consumer play a more important role in the long run, writes Kristina Hooper.

Media Center
Neil Dwane

QE Punch Bowl, Dividends to Juice European Stocks  

05/28/2015

CIO Equity Europe Neil Dwane sees attractive opportunities in equities across Europe, citing a mix of QE stimulus, high dividend yields and cheap valuations.

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.

Research
Joey Wong

Two Perspectives on Online Shopping in India

06/30/2015

India's e-commerce opportunities are poised to increase thanks to the growing adoption of 3G and 4G connectivity. Grassroots Research's Joey Wong explores the implications for consumers, merchants and investors.

Klaus Teloeken

Why Smart Beta Indexing Isn't Enough

06/17/2015

Actively diversifying across various risk premiums—small-cap, value, momentum—can help stabilize returns over time, while cushioning the blow of a sizeable drawdown in a single style or asset class, says portfolio manager Klaus Teloeken, Ph.D.

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