Commentary 

Time to Rethink Evaluation of Target-Date Funds

05/15/2012

Given a more stringent regulatory regime, the criteria for selecting target-date funds in qualified plans needs to be fine-tuned, including more in-depth analyisis of participants' risk tolerance and a better measuring stick for diversification.

Europe Braces for Summer of Volatility  

05/14/2012

Neil Dwane, CIO Europe at Allianz Global Investors, discusses the latest market tumult in Europe, including implications for Spain's largest banks, Germany's commitment to restoring stability and opportunities to pick up unloved stocks amid uncertainty.

A European Spring Dominated by Politics: Part II

04/20/2012

Neil Dwane, CIO Europe of Allianz Global Investors, provides perspective on the events that have been driving headlines throughout the EU, including austerity measures, Hollande’s gains and Spain’s costs.

Dividend Hikes, M&A Likely to Lift Stocks

RCM U.S. Equity Market Outlook - Second Quarter

04/11/2012

Scott Migliori, CIO of RCM U.S., says the S&P 500 looks attractive at 13 to 14 times earnings with share buybacks, dividend increases and M&A activity poised to boost U.S. equity valuations in the coming months.

'Risk On' in the Face of Uncertainties

04/10/2012

Andreas Utermann discusses the impact of Europe’s latest fiscal stimulus, Greece’s elections and the specter of rising oil prices. Given expansionary monetary policies globally, he sees secular growth in dividends, emerging-market bonds and currencies.

Going Deep with Dividends and Value

Part 1

03/15/2012

Burns McKinney discusses the benefits of mixing dividends and deep-value investing, Europe’s debt crisis and where NFJ is finding “cheap” names across the globe. Also, get his outlook for dividend payers and learn why he likes Sanofi and Heineken.

Going Deep with Dividends and Value

Part 2

03/15/2012

Burns McKinney discusses the benefits of mixing dividends and deep-value investing, Europe’s debt crisis and where NFJ is finding “cheap” names across the globe. Also, get his outlook for dividend payers and learn why he likes Sanofi and Heineken.

Going Deep with Dividends and Value

Part 3

03/15/2012

Burns McKinney discusses the benefits of mixing dividends and deep-value investing, Europe’s debt crisis and where NFJ is finding “cheap” names across the globe. Also, get his outlook for dividend payers and learn why he likes Sanofi and Heineken.

Retirement at Risk

01/20/2012

Set for growth, the U.S. pension system is currently under as much duress as its retirees, who are being confronted with having to manage their own retirement portfolios, writes Glenn Dial, head of retirement sales at Allianz Global Investors.

Stay in the Hunt with High-Yield Bonds

11/16/2011

Doug Forsyth, manager of the AGIC High Yield Bond Fund, discusses the investment case for the asset class, the team’s philosophy and how they take advantage of ratings inefficiencies. Why high-yield bonds are a prudent risk to take—now and always.

A Taste of Reality

The Upshot

05/14/2012

Events unfolding overseas including political strife in Greece and slowdowns in China and India have thrown cold water on evidence of a strengthening U.S. economic recovery, writes Kristina Hooper, head of portfolio strategies.

Overcoming Information Overload  

Behavioral Finance

04/18/2012

John Payne, a professor at Duke University, discusses how too much information can paralyze decision making and offers three strategies to help improve outcomes.

Saving for Tomorrow...Tomorrow  

Behavioral Finance

04/11/2012

Professor Shlomo Benartzi explains how behavioral tendencies often leave people financially unprepared for their future and how such challenges inspired a program to encourage them to save for retirement.