The authors believe that with today’s heightened valuations across global equity markets, and volatility no longer cheap, now is a fitting time for investors to take a careful look at put writing strategies and consider swapping a portion of their traditional equity exposure for index put-writing. The piece concludes with a “Special Topic” dedicated to examining the recent VIX Blowup.
Over the past year, global equity markets have made strong advances, fueled by continued, broad-based economic growth, and in spite of a somewhat unsettling geopolitical backdrop. Over the last 12 months the U.S. economy has continued to grow at a steady rate of almost 2.5% on an annualized basis, as measured by GDP.
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.
After a decade of lagging relative returns, value equities delivered impressive performance in 2016, outperforming growth stocks by 10% in the US.
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.