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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 Takeaways from the February Jobs Report

03/06/2015

Our US Capital Markets Research & Strategy team breaks down the latest employment report, and its implications for the pace of the US economic recovery and the Federal Reserve’s monetary policy.

Kristina Hooper

6 Takeaways from the January Jobs Report

02/06/2015

Our US Capital Markets Research & Strategy team breaks down the latest employment report and its implications for the Federal Reserve’s monetary policy.

Kristina Hooper

The Upside of GDP Data Is a Consumer Revival

01/30/2015

Consumer spending , which wasn't a consistent driver of growth until the third quarter of 2014, has since become one. While GDP growth came in below expectations, we expect the consumer recovery to continue in 2015.

Kristina Hooper

Fed Stays Steady in Latest Statement

01/28/2015

A patient FOMC seems to be on track toward a possible mid-year tightening, says our US Capital Markets Research & Strategy team, but rate hikes could also be pushed back. June's meeting will be a must-see.

Peter Lefkin

State of the Union: A Statement of Progressive Principles, Political Defiance

Inside the Beltway

01/27/2015

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down President Obama's speech, including what it means for entitlement spending, the debt ceiling, immigration reform and trade.

Product Focus
Glenn Dial

Precision in Your Retirement Short Game

Dialed In to Retirement

02/26/2015

Getting the asset allocation right as plan participants close in on retirement is critical. And professional advice can help them find that pinpoint accuracy, writes Glenn Dial.

Glenn Dial

Debunking the Longevity Risk Myth

Dialed In to Retirement

01/22/2015

Boosting DC plan exposure to stocks doesn’t neutralize the threat of plan participants outliving their income. But seeking professional help can help bridge the gap.

Glenn Dial

Taking Aim at the Income-Replacement Bull's-Eye

Dialed In to Retirement

12/18/2014

Knowing and documenting the percentage of income that you’re solving for in a retirement plan is critical for plan sponsors and advisors, says Glenn Dial. Here’s a quick primer that’s part math, part participant behavior.

Glen Dial

Are Annuities a Good Fit for Target-Date Funds?

Dialed In to Retirement

11/20/2014

New regulatory guidance allowing plan sponsors to include annuities in QDIA-ready target-date funds is a watershed moment for the retirement industry. But cost and complexity may warrant a look at other reliable income options, writes Glenn Dial.

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.

The Upshot
Kristina Hooper

What's the Matter With Wages?

The Upshot

03/02/2015

With unemployment falling but inflation still low, Fed members disagree on the importance of wage growth as an inflation driver, writes Kristina Hooper. Still, don't expect a delay in rate hikes just because inflation has been slow to catch up.

Media Center
Neil Dwane

'Good' Deflation Spurs Europe's Economic Growth  

02/26/2015

With deflation fears rising in Europe, policymakers are worried—but fear not, says CIO Equity Europe Neil Dwane. Investors should celebrate the lower oil, food and energy prices that support increased economic activity.

Raymond Chan

Falling Rates in Asia Should Trump Weakening Yen  

02/26/2015

Asia's markets could suffer if Japan's yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.

Research
Kelly Reuba

Supporting the Seeds of Our Convictions

5 Questions About Grassroots Research

12/16/2014

Kelly Reuba, global head of AllianzGI's Grassroots℠ Research, discusses how this unique group uses a network of journalists and investigators to help identify industry trends. The end result—stronger investment convictions and better decisions.

Chris Wheaton

How the Market Miscalculates the Price of Oil

11/14/2014

An astonishing increase in the supply of shale oil is shaking up the oil market, says Energy Analyst Chris Wheaton, but today’s low prices rest on fundamental misjudgments about supply and demand.

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