19 Years of Industry Experience |
New York, New York
Ms. Mahajan is the US investment strategist and a director with Allianz Global Investors, which she joined in 2017. As a member of the Global Economics and Strategy team, she is responsible for providing US retail and institutional clients with differentiated investment thought leadership. Ms. Mahajan is also a key spokesperson, communicating – both internally and externally – the firm’s high-conviction investment ideas and views from the Global Policy Council. Ms. Mahajan was previously a fixed-income portfolio manager, a structured-finance product specialist and a global market strategist at MetLife. Prior to this, she was an emerging-market strategist at Mirae Asset Global Investments; she also worked at hedge fund companies Para Advisors and Ziff Brothers Investments. Ms. Mahajan has a B.S. in economics from The Wharton School, The University of Pennsylvania; a B.A.Sc. in computer sciences from the University of Pennsylvania; and an M.B.A. from Harvard Business School.
We have seen several US economic data points stabilize recently, particularly after a softer August and September, helping to lift risk assets broadly. We highlight four key economic and macro developments that have caused some cautious optimism in markets.
Less than 24 hours after the Fed made its first rate cut in 11 years, President Trump announced the US would be imposing fresh 10% tariffs on the remaining $300 billion of Chinese goods. The sudden escalation in the trade war once again caught markets off guard and added uncertainty to the global and US outlooks.