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?
At the outset of his presidency, Donald Trump is facing the most scrutinized first 100 days in the history of the office. In a time that will set the tone for the next four years, Peter Lefkin, senior vice president of government and external affairs at Allianz of America, previews the hot-button issues confronting the new president.
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.
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.
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.
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?