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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
Andreas Utermann

Central Bank Policy Divide to Widen

2014 Mid-Year Global Outlook

07/21/2014

Economies worldwide are faced with different pressures and paces of recovery, which will give rise to diverging monetary policies, writes Global CIO Andreas Utermann in his outlook for the second half of 2014.

David Tan

India, Indonesia Bonds Showing Strong Potential

07/18/2014

Despite last year’s currency rout in India and Indonesia, proactive government actions are turning things around, says David Tan. Factor in solid ratings and high yields, and their sovereign bonds and currencies could be an attractive play.

Klaus Teloeken

What Happened to Momentum Stocks?

07/17/2014

Despite the recent and broad-based underperformance in momentum stocks, Co-CIO Systematic Equity Klaus Teloeken says there are no clear underlying fundamental causes, so there’s no need to expect these names will suffer for long.

Andreas Utermann

Back to the Future

07/15/2014

To some market watchers, the global economic recovery is on the same disinflationary path as Japan in the ’90s. But Global CIO Andreas Utermann highlights critical differences between then and now, including speedy accommodation from central banks.

Kristina Hooper

FOMC Reveals Few Surprises

06/19/2014

US Investment Strategist Kristina Hooper breaks down the June 18 FOMC announcement, including what it means for markets, monetary policy and investors.

Product Focus
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.

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.

The Upshot
Kristina Hooper

Focus on Fundamentals, Not Geopolitical Crises

The Upshot

07/21/2014

Crises have flared up dramatically in the Gaza Strip and Ukraine, but the real story for stock investors is the pace of economic expansion and how it impacts the Fed’s decision making, writes Kristina Hooper.

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.

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