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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

5 Keys to the FOMC Announcement

07/30/2015

Our US Capital Markets Research & Strategy team breaks down the FOMC's July statement and its implications for monetary policy.

GDP Pushes Fed a Little Closer to Liftoff

07/30/2015

Five key takeaways from today's advance report on second-quarter GDP growth.

What to Expect in the Second Half

Outlooks and Investment Implications from Our Experts

07/16/2015

How will rising rates affect the US economy and markets? Which risks are most worth watching? Our CIOs discuss a range of challenges and opportunities for investors, and Kristina Hooper provides five timely tips on asset allocation.

Ben Fischer

For the Fed, Later Liftoff Is Likely

2015 Midyear Outlook

07/16/2015

CIO NFJ Ben Fischer discusses the economic backdrop for the second half of the year, the implications for monetary policy and where he’s finding attractively priced dividend-paying stocks.

Scott Migliori

Pending Fed Action a Buy Signal for US Stocks

2015 Midyear Outlook

07/15/2015

If rates rise this year, it will be for equity-friendly reasons, writes CIO Equity US Scott Migliori. Investors might want to "buy the news" and overweight health care, tech and other sectors not sensitive to global growth concerns.

Product Focus
Glenn Dial

Thank Serendipity, But Don't Depend on It

07/21/2015

Many Americans caught a lucky break when it came to retirement preparation, but they can't afford to be complacent, says Head of US Retirement Strategy Glenn Dial.

Glenn Dial

Make Plan Success a Priority for the CFO

Dialed In to Retirement

07/09/2015

Targeting chief financial officers can help advisors get more plan participants to achieve financial wellness, justify their value to plan sponsors and win new business. But you've got to speak their language and show them the numbers

Take an Active, Risk-Managed Approach for Your Emerging-Market Equity Portfolio

07/08/2015

In today's ever-changing market environment, exposure to emerging-market investment opportunities may offer investors essential, strategic portfolio positioning for the long term.

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.

The Upshot
Kristina Hooper

5 Reasons August May Take Investors for a Ride

The Upshot

08/03/2015

The dog days of summer haven't been too favorable for the stock market, historically, and this year could be more of the same. But a temporary pullback might be a buy signal, writes Kristina Hooper.

Media Center
Elizabeth Corley

Corley: US Can Withstand 'Small Global Shocks'  

07/17/2015

On CNBC's Squawk Box, CEO Elizabeth Corley discusses the fiscal health of the US economy and how developing crises overseas will impact domestic growth.

Burns McKinney

Dividend Payers Well-Suited for Rising Rates

07/07/2015

The timing of Fed liftoff may be up in the air, but it's inevitable that interest rates will rise. History shows that dividend-paying stocks tend to outperform after the initial rate hike in a tightening cycle, says portfolio manager Burns McKinney.

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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