CIO Equity US Scott Migliori believes investors shouldn’t avoid domestic stocks because of high valuation levels; inflation is low and the economy is recovering, though heightened bullishness could contribute to a short-term downdraft.
RecordedMay 2 20143 mins
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Around the world, investors are sailing into uncharted waters. As you adjust course to combat headwinds and take advantage of opportunities, Allianz Global Investors can help with a steady hand on the wheel and the guidance you need for the journey ahead.
CIO Equity US Scott Migliori says significantly lower energy costs and strong job growth are bolstering consumers, putting Main Street on more of an upswing than Wall Street. But be mindful of early inflationary pressures, particularly wages.
Falling prices for “Dr. Copper”—the world’s smartest economist—usually means bad news, says CIO NFJ Ben Fischer, but lower-for-longer Fed rates should help. Expect a stock-picker’s market to return and look to active managers to take advantage.
Asia’s markets could suffer if Japan’s yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.
With deflation fears rising in Europe, policymakers are worried—but fear not, says CIO Equity Europe Neil Dwane. Investors should celebrate the lower oil, food and energy prices that support increased economic activity.
US Investment Strategist Kristina Hooper tells Reuters that while the Fed’s transition to more conventional monetary policy in 2015 may be difficult, investors should still find opportunities in US stocks, especially in the technology sector.
Plan participants who focus too much on account balances may get into serious trouble if they make the transition from accumulation to income under unfavorable market conditions. Head of US Retirement Glenn Dial outlines how forming a transition-risk strategy can help financial advisors and plan sponsors combat this critical but often overlooked danger. Plus, learn why the DOL and SEC are laser-focused on QDIA diversification and minimizing risk for plan participants.
NFJ, an Allianz Global Investors company, has a long tradition of buying stocks that are out of favor and using dividends to spot high-quality companies with strong balance sheets and to generate income. Portfolio managers Ben Fischer and Burns McKinney explain NFJ’s philosophy and process.
Portfolio Manager Walter Price puts the concern over stretched tech-stock valuations in perspective: With lower prices, improving profits and higher earnings on the horizon, tech stocks could be set for a rebound.
At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. This is as powerful as it is succinct. It describes how we look at the world and how we behave. It signals our belief that with so much information available, the best way to gain an advantage is through understanding. To this, we add a commitment to taking action that capitalises on potential and drives performance.