Commentary 

 

 

Timely and insightful commentary from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Featured Commentaries

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. 



Product Focus

Allianz Global Investors Solutions Quarterly Review and Outlook
Stephen Sexauer, CIO and portfolio manager of Allianz Global Investors Solutions, breaks down the latest quarter’s market performance, how the AGIS portfolios are positioned and what to expect from the capital markets in the coming months.


Going Deep with Dividends and Value
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.


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Research and Commentary 
AGI-2012-06-27-4118  

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