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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
Scott Migliori

Sticking With Stocks Amid a Mixed-Bag Recovery

07/24/2014

CIO Equity US Scott Migliori sees higher volatility and potentially a pullback before the end of the year, particularly as the Fed’s interest-rate decision comes into focus. But stocks remain the most attractive option for investors amid conflicting data.

Stephen Sexauer

The Sum of Patience and Prudent Diversification

07/24/2014

CIO Multi Asset US Steve Sexauer’s mid-year outlook highlights a continuation of financial repression, rising valuations and three possible paths for the economy. Coping with market and policy uncertainty will require both discipline and diversification.

Ben Fischer

A Fed-Fueled Market, for Better or Worse

07/24/2014

CIO NFJ Ben Fischer delivers his 2014 mid-year outlook, focusing on the end of the Fed’s bond-buying program and how high-quality, dividend-paying stocks should respond when QE is eliminated.

Doug Forsyth

Credit Statistics Continue to Support High Yield

07/24/2014

CIO Fixed Income US Doug Forsyth says limited expected market volatility, low interest rates and modest economic growth are three key drivers of a positive long-term outlook for the high-yield bond market.

Kristina Hooper

5 Second-Half Tips for Investors

07/24/2014

The back half of 2014 has the potential for greater economic growth, but also more downside risks for investors, says US Investment Strategist Kristina Hooper.

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

Deconstructing the State of the Housing Recovery

The Upshot

07/28/2014

The rebound in the US housing market has slowed in the first half of 2014 for a number of reasons. But local economies and their respective job markets tell the real story. Kristina Hooper breaks it down.

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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