Raising the federal funds rate is just one part of the Fed’s plan for higher interest rates. Another part, according to Steve Malin, investment strategist at Allianz Global Investors, is the somewhat tricky process of purging $2 trillion in US Treasury and agency securities from the Fed’s balance sheet.
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.
Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial, Head of Retirement Strategy in the US with Allianz Global Investors, says it all begins with defining what dynamic investing actually is.
With a new majority in the French National Assembly, President Macron has increased the chances parliament will pass his ambitious reforms aimed at labor and economic growth. But France also faces some hard fiscal realities that may take some time to fix.
In a clear signal from voters who feel left behind by globalization, populist political parties have been gaining ground around the world. This could create serious long-term headwinds for economies and markets – including lower growth and higher inflation – says Stefan Hofrichter, chief economist with Allianz Global Investors.
Although the volatility index has remained relatively flat this year, Hans-Jörg Naumer, Global Head of Capital Markets & Thematic Research with Allianz Global Investors, says looming political risks, divergent monetary policies and low global productivity should give investors pause. At the same time, central banks are extremely accommodative and the global economy is continuing its strong recovery.
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.
With his victory as France's new president-elect, Emmanuel Macron can celebrate – for now. Much depends on whether he can secure a parliamentary majority in June. Nevertheless, Macron’s win helps investors see the more positive side to the European story.
Beset with low rates, slow growth and a new US president who wants a significant shift in policy, Steve Malin, investment strategist at Allianz Global Investors, says the Federal Reserve faces one of the most uncertain periods in its 104-year history. What could this mean for investors.