Investment Themes

Redefining Risk Resource Center
Many investors who fled to safe-haven investments in the wake of stock-market uncertainty have become unwitting victims of government policies known as “financial repression.” This global environment of low yields and slow growth, most likely to be followed by a period of moderate inflation, can hurt many asset classes and is unlikely to change anytime soon, which is why it’s critical to take action.

This center will help you to understand what financial repression means—and how to fight it. Use the navigation above to learn more.

Euro-Zone Crisis Resource Center
After two years of austerity and political handwringing, Europe remains embroiled in a debilitating debt crisis. Greece's failed elections have raised the stakes and renewed fears that it will leave the euro zone. Our experts keep you up to speed.

Fiscal Cliff
After months of political posturing and back-room negotiations, lawmakers struck an eleventh-hour deal to avoid pushing the economy into a recession. All the while, our experts have offered timely insights on the fiscal cliff in the face of uncertainty.

Dividends with Depth
By focusing on high-quality dividends from undervalued companies with the potential for steady income year after year, NFJ’s time-tested approach helps provide growth potential while managing downside risk.

2012 Elections Implications
The 2012 elections will likely affect US tax policy, health care, financial services regulation and the stock market. Our experts break down the implications for investors.

Market Perspectives Putting the latest market trends to work for you today.
Allianz Global Investors recognizes the need for a more focused approach that provides a clear summary of what is happening in the markets now—with the emphasis on usable information about the most compelling opportunities available in the markets.