Dividends Set for 1980s-Style Comeback

Andreas Utermann, global CIO of Allianz Global Investors, comments on the likely resurgence of dividend-paying stocks—an environment not seen in three decades—in the face of economic uncertainty and slow growth.

Focus Shifts from Fear to Fundamentals

Kristina Hooper, head of portfolio strategies, highlights last week's rally in stocks as a launching point for investors to overcome anxiety and regain focus on valuations, corporate earnings and improving macroeconomic conditions.

Euro Debt Downgrades a Lagging Indicator

Stefan Hofrichter, chief economist at Allianz Global Investors, comments on S&P's downgrades of nine European countries’ credit ratings, their implications for capital markets and why he expects these actions to have limited impact.

Continued Austerity to Hamper EU Growth

The euro zone will continue to struggle as fiscal dieting and debt reduction are likely to mean slim chances of economic expansion, but strong consumption trends in emerging markets may temper their ill effects, writes Neil Dwane, CIO of RCM Europe.

Loose Monetary Policy Paves Way for Growth

Scott Migliori, CIO of RCM U.S., sees continued volatility in early 2012, but an increasingly accommodative monetary policy globally could jumpstart growth—particularly among export-driven companies—in the second half of the year.

Emerging Markets Have ‘Firepower’ to Outperform

Dilek Capanoglu, CIO of RCM Global Emerging Markets, cites emerging economies’ low debt-to-GDP ratios, attractive historical valuations and increasing global relevance as the fuel that will propel them toward sustainable long-term growth.

No Hard Landing in Asia

While its exposure to European banks is real, Asia’s long-term growth prospects are still quite robust. Look for policymakers to manage inflation effectively and—assuming the euro zone doesn’t collapse—attractive stock-buying opportunities, writes Raymond Chan, CIO of RCM Asia Pacific.

2012: A Gut Check for Global Markets

A difficult year lies ahead with Europe’s debt crisis deepening, but investors can defend against short-term threats and position themselves for long-term success with allocations to dividend-paying stocks and emerging markets, writes Andreas Utermann, global CIO.

U.S. Large Caps Poised to Outperform

Scott Migliori, chief investment officer at RCM U.S., discusses why he believes high-quality U.S. large-cap stocks are likely to provide leadership in the coming moderate growth environment.

Stay in the Hunt with High-Yield Bonds

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.