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.
Markets cheered the prospect of an Emmanuel Macron presidency, but even if he wins, his reforms may lack parliamentary support. As a result, Franck Dixmier, Global Head of Fixed Income for Allianz Global Investors, says the risk aversion of recent weeks could last until France’s legislative elections in June.
When the first round of voting kicks off in the French presidential election on 23 April, the outcome will determine not only France’s political future, but whether the EU moves closer to unity in this critical “super cycle” election year.
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.
Favourable European election results coupled with progress for the Republican growth agenda in the US could soften market uncertainty, says Greg Meier, strategist with Allianz Global Investors. But for the next few weeks, the road still looks bumpy.
For Target Date Funds (TDFs), the focus has always been on reaching retirement day with little consideration as to what comes next. Now, on the brink of a baby boomer exodus from the workforce, Glenn Dial, Head of Retirement Strategy in the US with Allianz Global Investors, says TDFs should aim way past the target date to focus on retirement income, and lots of it.
The UK’s triggering of Article 50 on March 29 is like firing the starting pistol on the process of leaving the EU – but this race will be slow and tortuous. Here is our view on what investors should expect and how they should prepare.
In the coming months, important elections in the Netherlands, France and Germany will determine more than the fate of individual politicians. Growing populism and anti-Europe sentiment could move the European Union away from integration and toward disintegration says Ingo Mainert, CIO Multi Asset Europe for Allianz Global Investors.