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.
The Impact of the Ukraine Crisis on Financial Markets
With the central bank “put” still in place, Global CIO Andreas Utermann says markets may continue being nonchalant about turmoil in Crimea, but a newly belligerent Russia on Europe’s doorstep should bring the EU closer together.
The Price of Meaningful Tax Reform
Peter Lefkin, head of government and external affairs at Allianz of America, takes a look under the hood of the proposed Tax Reform Act of 2014 and why, regardless of its fate, it’s a blueprint for the future and a sobering conversation worth having.
WSJ: “More Investors Are Drawn to Dividends”
Investors worried about a slowing economy are playing defense by piling into dividend-paying stocks, says The Wall Street Journal. The reason? The income can cushion major downswings, plus many companies have been boosting payouts to shareholders.
3 Key Takeaways from the Jobs Report
US Investment Strategist Kristina Hooper breaks down the March employment report, including what it means for monetary policy, markets and investors.
How to Play a Yellen-Led Fed With Dividends
Portfolio manager Ben Fischer explains the role dividend-paying stocks play in portfolios at a time when the Fed’s unwinding QE and a bull run in equities is maturing. Plus, how NFJ should perform if there’s a correction and where he’s finding bargains.
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Making the Case for More Active Management
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.
A Bigger Toolkit for Generating Income Potential
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.
What’s Next for Small-Cap Stocks?
2014 Small-Cap Outlook
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.
Taking Aim at Retirement Readiness
Why target-date funds are a smart choice for most American workers saving for their twilight years.
Dividends in a Time of Tapering
5 Questions with Ben Fischer
Ben Fischer, manager of AllianzGI NFJ Dividend Value Fund, discusses what the Fed's eventual unwinding of QE means for dividend-paying stocks, how to weather uncertainty over monetary policy and where he's finding high-quality, "cheap" US stocks.
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A Strong Outlook for High Yield in 2014
Portfolio manager Doug Forsyth discusses the positive environment for high-yield bonds: In addition to strong balance sheets, low default risk and solid earnings, monetary policy should remain accommodative and the economy is facing fewer headwinds.
Small Caps Should Shine in Economic Upswing
Portfolio manager Andrew Neville says the fact that economies are improving all around the world bodes well for small-cap companies, which tend to outperform their large-cap counterparts during upswings.
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Surging US Oil Production Has Big Implications
Soundbites from Research
With the US slated to become the world’s largest oil producer by 2015, US Resources sector head Paul Strand explains the economic, political and investment consequences of this major shift.
Cost Control Key to Assessing Health-Care Exchanges
While benefits administrators take a wait-and-see approach with the Affordable Care Act, Kelly Reuba, Global Head of Grassroots℠ Research, says cost is their No. 1 concern.
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Mutual Funds AllianzGI Behavioral Advantage Large Cap Fund AllianzGI Best Styles Global Equity Fund AllianzGI China Equity Fund AllianzGI Convertible Fund AllianzGI Disciplined Equity Fund AllianzGI Dynamic Emerging Multi-Asset Fund AllianzGI Emerging Markets Opportunities Fund AllianzGI Focused Growth Fund AllianzGI Global Allocation Fund AllianzGI Global Commodity Equity Fund AllianzGI Global Fundamental Strategy Fund AllianzGI Global Growth Allocation Fund AllianzGI Global Managed Volatility Fund AllianzGI Global Small-Cap Fund AllianzGI Global Water Fund AllianzGI High Yield Bond Fund AllianzGI Income & Growth Fund AllianzGI International Managed Volatility Fund AllianzGI International Small-Cap Fund AllianzGI Large-Cap Growth Fund AllianzGI Micro Cap Fund AllianzGI Mid-Cap Fund AllianzGI Money Market Fund AllianzGI Multi-Asset Real Return Fund AllianzGI NFJ All-Cap Value Fund AllianzGI NFJ Dividend Value Fund AllianzGI NFJ Emerging Markets Value Fund AllianzGI NFJ Global Dividend Value Fund AllianzGI NFJ International Small-Cap Value Fund AllianzGI NFJ International Value Fund AllianzGI NFJ International Value II Fund AllianzGI NFJ Large-Cap Value Fund AllianzGI NFJ Mid-Cap Value Fund AllianzGI NFJ Small-Cap Value Fund AllianzGI Opportunity Fund AllianzGI Redwood Fund AllianzGI Retirement 2015 Fund AllianzGI Retirement 2020 Fund AllianzGI Retirement 2025 Fund AllianzGI Retirement 2030 Fund AllianzGI Retirement 2035 Fund AllianzGI Retirement 2040 Fund AllianzGI Retirement 2045 Fund AllianzGI Retirement 2050 Fund AllianzGI Retirement 2055 Fund AllianzGI Retirement Income Fund AllianzGI Short Duration High Income Fund AllianzGI Small-Cap Blend Fund AllianzGI Structured Alpha Fund AllianzGI Technology Fund AllianzGI U.S. Equity Hedged Fund AllianzGI U.S. Managed Volatility Fund AllianzGI U.S. Small-Cap Growth Fund AllianzGI Ultra Micro Cap Fund AllianzGI Wellness Fund
Managed Accounts Allianz Disciplined US Core Equity Allianz Focused Growth Allianz Multi-Firm CDP w/Mid-Cap Growth III Allianz Multi-Firm CDP w/Mid-Cap Growth IV Allianz Multi-Firm CDP w/Mid-Cap Growth V Allianz Multi-Firm CDP w/Mid-Cap Growth VI Allianz Multi-Firm CDP w/Small-Cap Value III Allianz Multi-Firm CDP w/Small-Cap Value IV Allianz Multi-Firm CDP w/Small-Cap Value V Allianz Multi-Firm CDP w/Small-Cap Value VI NFJ All-Cap Value NFJ Concentrated Value NFJ Dividend Value NFJ International Value NFJ Large-Cap Value NFJ Mid-Cap Value NFJ Small-Cap Value PIMCO/NFJ Balanced
Closed End Funds AllianzGI Convertible & Income Fund (NCV) AllianzGI Convertible & Income Fund II (NCZ) AllianzGI Equity & Convertible Income Fund (NIE) AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ) PCM Fund Inc. (PCM) PIMCO California Municipal Income Fund (PCQ) PIMCO California Municipal Income Fund II (PCK) PIMCO California Municipal Income Fund III (PZC) PIMCO Corporate & Income Opportunity Fund (PTY) PIMCO Corporate & Income Strategy Fund (PCN) PIMCO Dynamic Credit Income Fund (PCI) PIMCO Dynamic Income Fund (PDI) PIMCO Global StocksPLUS & Income Fund (PGP) PIMCO High Income Fund (PHK) PIMCO Income Opportunity Fund (PKO) PIMCO Income Strategy Fund (PFL) PIMCO Income Strategy Fund II (PFN) PIMCO Municipal Income Fund (PMF) PIMCO Municipal Income Fund II (PML) PIMCO Municipal Income Fund III (PMX) PIMCO New York Municipal Income Fund (PNF) PIMCO New York Municipal Income Fund II (PNI) PIMCO New York Municipal Income Fund III (PYN) PIMCO Strategic Income Fund, Inc. (RCS)