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.
Central Bank Policy Divide to Widen
2014 Mid-Year Global Outlook
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.
India, Indonesia Bonds Showing Strong Potential
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.
What Happened to Momentum Stocks?
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.
Back to the Future
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.
FOMC Reveals Few Surprises
US Investment Strategist Kristina Hooper breaks down the June 18 FOMC announcement, including what it means for markets, monetary policy and investors.
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The Additive Effect of Global Small Cap on Portfolios
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.
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.
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Focus on Fundamentals, Not Geopolitical Crises
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.
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A Team of Contrarians Who Value Dividends
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.
Dividends Can Be a Difference Maker
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.
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