Geopolitical Risks Continue to Bedevil Investors

Neil Dwane | 06/08/2016

Summary

Looking toward the summer after a volatile start to the year, Neil Dwane says investors will keep being buffeted by political and geopolitical risks. In particular, tensions will be high in the Middle East, China, Japan, US, Spain, Ireland and the UK.

 

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Neil Dwane

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Global Strategist
London
Neil Dwane is a portfolio manager and the Global Strategist with Allianz Global Investors, which he joined in 2001. He coordinates and chairs the Global Policy Committee, which formulates the firm’s house view, leads the firm’s bi-annual Investment Forums and communicates the firm’s investment outlook through articles and press appearances. Neil is a member of AllianzGI’s Equity Investment Management Group. He previously worked at JP Morgan Investment Management as a UK and European specialist portfolio manager; at Fleming Investment Management; and at Kleinwort Benson Investment Management as an analyst and a fund manager. He has a B.A. in classics from Durham University and is a member of the Institute of Chartered Accountants.

Fighting Financial Repression With Risk Assets

Neil Dwane | 06/08/2016

Summary

With growth, inflation and returns low, expect more financial repression in the second half, says Neil Dwane. Risk assets worth a look include growth and small-cap stocks for capital appreciation, and high yield and European dividend-payers for income.

105007


Expert-Image

Neil Dwane

linkedIn
Global Strategist
London
Neil Dwane is a portfolio manager and the Global Strategist with Allianz Global Investors, which he joined in 2001. He coordinates and chairs the Global Policy Committee, which formulates the firm’s house view, leads the firm’s bi-annual Investment Forums and communicates the firm’s investment outlook through articles and press appearances. Neil is a member of AllianzGI’s Equity Investment Management Group. He previously worked at JP Morgan Investment Management as a UK and European specialist portfolio manager; at Fleming Investment Management; and at Kleinwort Benson Investment Management as an analyst and a fund manager. He has a B.A. in classics from Durham University and is a member of the Institute of Chartered Accountants.
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