Going Deep with Dividends and Value
|Time to Rethink Evaluation of Target-Date Funds
||Given a more stringent regulatory regime, the criteria for selecting target-date funds in qualified plans needs to be fine-tuned, including more in-depth analysis of participants' risk tolerance and a better measuring stick for diversification, write Mark Hathaway and Glenn Dial in a recent Ignites article.
Burns McKinney, manager of the Allianz International Value Fund, discusses the benefits of mixing dividends and deep-value investing, Europe’s debt crisis and where NFJ is finding “cheap” names across the globe.
How to Avoid a Falling Knife
Ben Fischer, NFJ founder and portfolio manager, discusses the firm's approach to risk management and explains why price momentum can be an effective guardrail against blow-ups and bankruptcies.
Uncovering Tomorrow's Tech Standouts
Walter Price, manager of the Allianz RCM Technology Fund, says being located in Silicon Valley gives him an advantage in that it enables him to identify sooner companies that have discovered a new way of doing things or a means of dramatically lowering costs.
For more portfolio manager insights, visit our Commentary section >>