2017 was a positive year for the economy and capital markets. The global economy grew at a faster pace than in 2016, and risk assets also rose significantly.1 However, investors are wondering whether the current environment will continue through 2018.
Weekly Market Review: Central banks are trying to chaperone the money supply without stifling growth, but uncertainty lies ahead.
Now, for the first time, investors are able to purchase futures on bitcoin, the digital currency. The Chicago Board Options Exchange just began offering derivatives contracts on bitcoin, which provide the ability to bet on the future price of this cryptocurrency.
Last quarter saw stocks globally continue to rise. The relatively accommodative monetary policy environment and improved global growth were strong drivers. However, as we head into the fourth quarter, I think it’s important that we recognize the potential for greater disruption — in terms of both geopolitics and monetary policy — which can cause greater volatility in capital markets.
Stocks turned in a strong performance in the front half of 2017 despite geopolitical and monetary policy risks. The question, of course, is whether this performance trend can continue in the second half. I believe these two risks will cast an even longer shadow over markets going forward — making concepts such as diversification and risk management even more important for investors’ portfolios.
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.
The next POTUS will have his or her deal-making skills severely tested amid rising political tensions.
Making up about 17% of US GDP and affecting all, healthcare has long been a political lightning rod in US elections. Kristina Hooper, US investment strategist at Allianz Global Investors, along with Peter Lefkin, senior vice president of government and external affairs at Allianz of America, scrutinize the 2016 candidates' healthcare positions and their potential impact on the economy.
Amid a most astounding presidential campaign season, tax policy has gone virtually unnoticed. Kristina Hooper, US Investment Strategist at Allianz Global Investors, looks past the rhetoric to shed light on the candidates’ tax proposals and what a Clinton or Trump victory could mean for the US economy.