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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
Peter Lefkin

A Cheat Sheet for the Midterm Elections

Inside the Beltway

10/31/2014

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the political races state by state, including the key election issues, where Democrats and Republicans are most vulnerable and the implications of incumbent losses.

Kristina Hooper

With QE Over, Fed Shows Confidence in Economy

10/29/2014

Our US Capital Markets Research & Strategy team breaks down the latest FOMC announcement and its key takeaways for investors.

Neil Dwane

Europe Is Ripe for Stock-Pickers

10/28/2014

CIO Equity Europe Neil Dwane says not all European stocks should be equally undervalued, unloved and under-owned. Take a look at high-quality dividend-payers and you’ll find well-run companies that know how to navigate an austere economic environment.

Andreas Utermann

The New 'Alphabet' of Investing

10/07/2014

Global CIO Andreas Utermann rounds up the highlights of our most recent Investment Forum in Frankfurt: With the stage set for lower market returns, generating alpha through active management will be essential for capturing outperformance opportunities.

Kristina Hooper

September Jobs Report Won’t Change Tightening Timetable

10/03/2014

Our US Capital Markets Research & Strategy team breaks down the latest employment data and its implications for monetary policy.

Product Focus
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.

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.

The Upshot
Kristina Hooper

Will the Ebola Scare Haunt the Stock Market?

The Upshot

10/27/2014

Kristina Hooper prescribes four key takeaways from the Ebola epidemic and what it means for investors.

Media Center
Walter Price

What's Next for Tech?  

10/22/2014

Portfolio Manager Walter Price puts the concern over stretched tech-stock valuations in perspective: With lower prices, improving profits and higher earnings on the horizon, tech stocks could be set for a rebound.

Walter Price

Tech’s Transformative Effect  

10/22/2014

Portfolio Manager Walter Price discusses how recent high-tech innovations—including social media, mobile connectivity and the shift to cloud computing—are changing the way we live and do business.

Research
Ferdinand Horneck

Global Retail Demand Glowing for LED Bulbs

09/30/2014

With LED light-bulb sales rising and costs falling, Grassroots Research Analyst Ferdinand Horneck says the price tipping point seems to have been reached, a development that bodes well for LED-manufacturing equipment.

Michael Dauchot

Tax Inversions: In Vogue and Under Fire

09/25/2014

A game of virtual brinkmanship has developed between the US government and would-be tax inverters, says Michael Dauchot, but the allure of inversions should sustain continued investment-banking activity despite D.C.’s efforts to thwart them.

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