Investors have profited handsomely from FANG stocks and their Big Tech brethren, but Western regulators are responding to growing concerns about their behaviour. Neil Dwane, global strategist for Allianz Global Investors, says these masters of high-tech disruption may soon find themselves competing on a more regulated – and more level – playing field.
An abundance of oil, thanks largely to US shale, has pushed down oil prices and sector sentiment. But since that means less investment in new production sources, the bearish market may soon rebalance from fears of oversupply to concerns over shortages – which would push prices higher says Neil Dwane, global strategist for Allianz Global Investors.
In early September, strategists, economists and portfolio managers from Allianz Global Investors convened in New York for its semi-annual Investment Forum. Their goal? To explore the way forward for clients in a world where taking risk is necessary to earn a return, but where opportunities are getting harder to find.
In a troubling sign for global economic growth, productivity has been in decline for decades. In the first of a special series on productivity, Neil Dwane, Global Strategist at Allianz Global Investors, explores why businesses, governments and investors need to find ways to solve the productivity puzzle.
After a strong first half to 2017 for equities, the message for the remainder of the year is to look for returns more carefully in the second half says Neil Dwane, global strategist for Allianz Global Investors. The “country factor” will be key: We believe investors can no longer rely on a rising tide of cyclical data to lift all boats.
Why not use summertime to catch up on your reading? Neil Dwane, global strategist for Allianz Global Investors, has a summer reading list that combines engaging narratives with timely insight into investing themes. Among the 12 books listed here, we think you'll find something to enlighten your summer.
Despite a recent bout of plunging prices, Neil Dwane, global strategist for Allianz Global Investors, says the oil market should grind higher on solid global demand, renewed supply constraints and still-significant underinvestment. All of which builds a clear case for investing in the energy sector.
Greece is back in the headlines with the resumption of bailout talks. As its economy continues to struggle, Neil Dwane, global strategist for Allianz Global Investors, wonders if Greece and the EU can learn lessons from Iceland, which found a way to turn short-term pain into long-term gain.
The highly valued US equity market has served many investors well in recent years, but Neil Dwane, Global Strategist for Allianz Global Investors, warns investors should watch for several factors that could put downward pressure on prices. At the top: Trumponomics troubles and growing inflation fears.
One hundred years after the Russian Revolution, the tsars and the USSR may be gone, but Russia itself is alive and well. Neil Dwane, Global Strategist for Allianz Global Investors says that with the US becoming more isolationist, Russia has a chance to revise its standing with the US and EU – but this time, as an equal.
While China celebrates its Lunar New Year, the reform-minded President Xi is likely polishing up his next Five Year Plan, says Neil Dwane, Global Strategist for Allianz Global Investors. Perhaps he will put his own twist on a predecessor’s strategy and look to strengthen China in four key areas: agriculture, science and technology, defense and industry.
Within hours of assuming office, Donald Trump began issuing executive orders and policy proposals to fulfill his campaign promises. Neil Dwane, Global Strategist for Allianz Global Investors, asks if Trump really wants to “make America great again”, is he addressing the long-term structural problems that sorely need fixing?
In his roundup of our latest Investment Forum, Neil Dwane, Global Strategist for Allianz Global Investors, highlights the top themes driving markets and economies – including China’s growing role in global indices, Trump’s ability to disrupt the status quo, Europe’s super-election cycle and the “hunt for income” going global.
Global Strategist for Allianz Global Investors Neil Dwane says the rumbling sound being heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism – one that threatens to sweep away decades of pro-globalization sentiment and change the investment landscape.
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.
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.
