As the markets close the books on another tumultuous year, Neil Dwane, Global Strategist for Allianz Global Investors, says investors should keep watch on the rise of populist politics, China’s re-emergence as a global growth engine and a renewed focus on government spending as interest rates remain low.
Allianz Global Investor’s Capital Markets and Thematic Research team and analyst Ann-Katrin Petersen say that even though the year ahead will continue to be challenged by uncertainties, market disruptions may prove fleeting—and cooler heads will likely prevail.
Peering into the next 12 months, Neil Dwane, Global Strategist for Allianz Global Investors, looks at how 10 hypothetical events – including a “soft Brexit”, the rise of “green bonds” and a Le Pen victory in France – could affect economies and markets around the world.
During his campaign, Trump took a restrictive trade stance that could hurt export-reliant countries in Asia—particularly China. But with continued rebalancing and a regional focus, Stefan Scheurer, economist with Allianz Global Investors, says China's influence in Asia could grow even bigger.
With a growing likelihood that Trump's fiscal policies will be inflationary, this could translate into a faster Fed tightening cycle says Greg Meier, strategist with Allianz Global Investors. So will President Trump find it easier to bring back inflation rather than factory jobs?
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, Head of Retirement Strategy in the US with Allianz Global Investors, says the stakes are elevated, even after the election.
Less than two weeks out from the US Presidential election and the response from financial markets has been swift and dramatic. In the aftershock of this post-election period, Kristina Hooper, US Investment Strategist at Allianz Global Investors, outlines five key market trends impacting investor portfolios.
Many political pundits are struggling to provide answers for Donald Trump's surprising election victory. Kristina Hooper, US Investment Strategist at Allianz Global Investors, however, says it may be as simple as an over-reliance on monetary policy, which has resulted in income as well as asset inequality.
In a presidential election that grew more shocking with each passing week, the results somehow seem fitting. Peter Lefkin, senior vice president of government and external affairs at Allianz of America, reviews how it happened and explains why almost everyone was wrong in predicting the outcome of the 2016 election.