The Three Pillars of the US Housing Recovery

For years an albatross around the neck of the US economy, America’s housing market is taking flight.

Round 2 of the Debt-Ceiling Debate

Peter Lefkin, head of government and external affairs at Allianz of America, breaks down the latest developments on the $16.4 trillion debt ceiling and related budget battles including the possibility of tax and entitlement reform.

Why Stocks May Have Room to Run

A look at US equity ownership, investor sentiment and historical valuation reveals a compelling case for investors to have more exposure to stocks.

Capture More Upside and Less Downside with Convertibles

Justin Kass, portfolio manager of the three-time Lipper Award-winning AllianzGI Convertible Fund, discusses the benefits of convertibles, where they fit in portfolios and the current market environment for the asset class.

Alternative School of Thought

Portfolio manager Greg Tournant highlights why he believes equity-index options are a smart way to fine-tune portfolios, boost diversification and guard against market crashes.

China Downgrade Won’t Cast a Long Shadow

A credit boom and mounting risks of loosely regulated lending prompted Fitch to downgrade China’s long-term local currency rating. But there’s a comfortable buffer to absorb these risks, says Helen Lam, a senior portfolio manager in Hong Kong.

4 Effects of a New Central Bank Blueprint

A secular shift in monetary policy around the world will aid the recovery but it comes with significant side effects, says Global CIO Andreas Utermann.

QE in Japan Is a Monetary Tsunami

The Bank of Japan’s new quantitative easing policies are aimed squarely at infusing Japan’s markets with liquidity—but their impact is being felt on all financial markets.

New Orthodoxy Means EM Currency Gains

Investors should heed a new set of norms at central banks, writes Andreas Utermann.

Is Cyprus the New Bailout Blueprint?

Forcing bank depositors to chip in to pay sovereign debt could be the new template for the euro zone. If seizing assets is fair game, it will disrupt markets and prompt a flight from troubled banks, says Neil Dwane, CIO Equity Europe.

Looking for Dividends in New Places

Dividends are the last bastion for investors seeking income and returns above inflation. But chasing yield in defensive sectors and ignoring valuation may jeopardize pension return targets, writes NFJ’s Ben Fischer in Pensions & Investments.

Short-Duration High-Yield Bonds: An Attractive Solution for a Low-Yield, Rising-Rate Environment

Treasuries aren't providing enough yield for today's investors—but high-quality short-duration high-yield bonds provide income, hold up well when rates rise and can help reduce volatility. Download our white paper to learn more.