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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
Kristina Hooper

Fed Stays Steady in Latest Statement

01/28/2015

A patient FOMC seems to be on track toward a possible mid-year tightening, says our US Capital Markets Research & Strategy team, but rate hikes could also be pushed back. June's meeting will be a must-see.

Peter Lefkin

State of the Union: A Statement of Progressive Principles, Political Defiance

Inside the Beltway

01/27/2015

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down President Obama's speech, including what it means for entitlement spending, the debt ceiling, immigration reform and trade.

Greece

What the Outcome in Greece Means for Markets

01/26/2015

With Syriza's win in Greece's parliamentary election, our Economics & Strategy team says the anti-austerity party's first real litmus test will be the potential rollover of Greece's debt.

Euro

ECB Unveils Bold Plan to Boost Europe’s Economy

01/23/2015

Here’s a breakdown of the European Central Bank’s aggressive economic stimulus package, which includes quantitative easing, by our Economics & Strategy team.

Burns McKinney

Rare Yield Crossover Reveals Dividends' Appeal

01/23/2015

The dividend yield on the S&P 500 is now higher than the 10-year Treasury yield, a rare occurrence that could be a signal that stocks are poised for a strong 2015. Portfolio manager Burns McKinney weighs in.

Product Focus
Glenn Dial

Debunking the Longevity Risk Myth

Dialed In to Retirement

01/22/2015

Boosting DC plan exposure to stocks doesn’t neutralize the threat of plan participants outliving their income. But seeking professional help can help bridge the gap.

Glenn Dial

Taking Aim at the Income-Replacement Bull's-Eye

Dialed In to Retirement

12/18/2014

Knowing and documenting the percentage of income that you’re solving for in a retirement plan is critical for plan sponsors and advisors, says Glenn Dial. Here’s a quick primer that’s part math, part participant behavior.

Glen Dial

Are Annuities a Good Fit for Target-Date Funds?

Dialed In to Retirement

11/20/2014

New regulatory guidance allowing plan sponsors to include annuities in QDIA-ready target-date funds is a watershed moment for the retirement industry. But cost and complexity may warrant a look at other reliable income options, writes Glenn Dial.

Glen Dial

Back to the Future

Dialed In to Retirement

10/16/2014

Cherry picking attractive defined-benefit features from the past is a smart move when designing new DC plans. But be wary of placing too much emphasis on highest average account balance—it’s likely to leave some participants in the lurch.

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.

The Upshot
Kristina Hooper

Does QE Stand for Quixotic Expectations?

01/26/2015

Quantitative easing has long been championed by well-known economists, and it has been a boon for stocks when implemented. But is the economic impact real or imagined? asks Kristina Hooper.

Media Center
Andreas Utermann

Monetary Policy Still Fighting Slow Growth  

01/28/2015

Investors shouldn't expect significant returns from stocks or bonds in 2015, says Global CIO Andreas Utermann, but central banks will stay accommodative enough to reflate their economies.

Kristina Hooper

Amid Volatility, Consumers Up Their Game  

01/22/2015

US Investment Strategist Kristina Hooper tells CNBC that the US economic recovery should continue to be very strong, with consumers making a comeback and companies spending more.

Research
Kelly Reuba

Supporting the Seeds of Our Convictions

5 Questions About Grassroots Research

12/16/2014

Kelly Reuba, global head of AllianzGI's Grassroots℠ Research, discusses how this unique group uses a network of journalists and investigators to help identify industry trends. The end result—stronger investment convictions and better decisions.

Chris Wheaton

How the Market Miscalculates the Price of Oil

11/14/2014

An astonishing increase in the supply of shale oil is shaking up the oil market, says Energy Analyst Chris Wheaton, but today’s low prices rest on fundamental misjudgments about supply and demand.

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