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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

Macron Majority Gives His Reforms Momentum

06/19/2017

With a new majority in the French National Assembly, President Macron has increased the chances parliament will pass his ambitious reforms aimed at labor and economic growth. But France also faces some hard fiscal realities that may take some time to fix.

Neil Dwane

As the West Ages, Asia Grows

06/15/2017

Neil Dwane summarizes our recent AllianzGI Asia Conference in Berlin: Increased intra-regional trade, reform-minded leaders and positive demographic trends help Asia provide the growth and income potential that today’s investors need.

UK Election: Uncertainty Piled on Uncertainty

06/13/2017

The election was never going to put an end to the uncertainty facing the UK, given Brexit and the deteriorating economic picture. But the result piles uncertainty on uncertainty.

Neil Dwane

5 Reasons to Expect Higher Oil Prices

05/30/2017

Despite a recent bout of plunging prices, Neil Dwane says the oil market should grind higher on solid global demand, renewed supply constraints and still-significant underinvestment. All of which builds a clear case for investing in the energy sector.

Karen Hiatt

How Innovation Creates Opportunities Late in the Cycle

05/10/2017

In high-priced markets, there are good reasons to look for innovative companies that thrive on disruption. Karen Hiatt says many are highly valued with good cash flows because they have essential products and services, which could bode well in a downturn.

Product Focus
Glenn Dial

What it Means to be Dynamic

05/25/2017

Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial says it all begins with defining what dynamic investing actually is.

Glenn Dial

Can Your Target Date Fund Provide Lifetime Income?

Dialed In to Retirement

03/24/2017

For Target Date Funds (TDFs), the focus has always been on reaching retirement day. Now, on the brink of a baby boomer exodus from the workforce, Glenn Dial says TDFs should aim way past the target date to focus on retirement income, and lots of it.

Barron's: Actively Managed Funds Poised for Comeback

01/13/2017

In a cover story entitled "Stockpicker's Delight," Barron's lists just seven funds to consider. At the top is the AllianzGI NFJ Dividend Value Fund. See why our active strategy is getting noticed by one of the world's premier investment publications.

Neil Dwane

Upping the Ante: The DOL Rule and Risk Management

Dialed In To Retirement

11/29/2016

The DOL fiduciary rule's far-sweeping changes have placed risk management front and center for financial advisors. From practice management to portfolio risk, Glenn Dial says the stakes are elevated, even after the election.

Stephen Bond-Nelson

Harnessing Equity Index Options for Total Return

10/20/2016

Stephen Bond-Nelson explains how the AllianzGI Structured Return Fund smartly invests in equity index options to generate market-neutral returns with low volatility.

Media Center
Andreas Utermann

Volatility in Vogue  

02/10/2017

Just about all markets can expect increased volatility, especially currencies, where a 30-year period of stability is about to end.

Andreas Utermann

Globalization Under Attack  

02/10/2017

The post-election rally's ongoing prospects look dim with globalization under constant attack.

Research
Grassroots Research

No Big Changes to Corporate Travel Spending in 2017

05/23/2017

In 2017, corporate travel spending is expected to be flat or up slightly year-to-year. Despite heightened global security concerns, travel policies are not changing for most, while a few cited investments in duty of care risk-management programs.

Grassroots Research

Robo-Advisors: Low Cost vs. a Personalized Approach

05/12/2017

According to two new Grassroots℠ Research surveys, robo-advice has the potential to help both investors – and advisors – alike. While automated services may be an attractive low-cost solution, not everyone is willing to forgo the personal touch.

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