U.S. Retail

Commentary

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Our portfolio managers are among the brightest investment minds in the industry. They provide timely and insightful commentary on the financial markets, the economy and global policy and are astute at finding investment opportunities in all market climates, particularly a nominal return environment.

Market Insights

	Dividends Set for 1980s-Style Comeback 01/25/2012 Andreas Utermann, global CIO at 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.
	Continued Austerity to Hamper EU Growth Europe Outlook: 2012 12/14/2011 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.
	Emerging Markets Have 'Firepower' to Outperform Emerging Markets Outlook: 2012 12/14/2011 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 Asia-Pacific Outlook: 2012 12/14/2011 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.
	Loose Monetary Policy Paves Way for Growth U.S. Outlook: 2012 12/14/2011 Scott Migliori 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.

Product Focus

	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.
	It's an Optimum Time for High-Yield Bonds 10/12/2011 Doug Forsyth from the Income & Growth strategies team at Allianz Global Investors Capital gives his outlook on the high-yield markets.
	Dividend Hikes Continue Torrid Pace 09/22/2011 The number of U.S. companies increasing their dividend payments to shareholders has rebounded vigorously in 2011, a sign that corporate balance sheets are strong and added incentive for investors looking for income to boost their exposure to equities.
	How Europe's Slowdown Impacts the Global Economy 08/19/2011 Burns McKinney, manager of Allianz NFJ International Value Fund, discusses recent market volatility, the implications of a slowdown in Europe and where NFJ is finding attractive investment opportunities.
	Market Fundamentals Remain Sound 08/10/2011 Doug Forsyth, manager of the Allianz AGIC Income and Growth Fund, comments on recent market volatility, the trouble with ratings agencies and how his team exploits their inefficiencies for the benefit of shareholders.

The Upshot

Fed Rings Dinner Bell for Equities

The Upshot

01/30/2012

Kristina Hooper breaks down the Fed's decision to keep short-term rates at historical lows and to provide greater visibility on monetary policy, moves likely to beckon stock investors to take on more risk. Plus, what you may have missed in the GDP report.

Media Center

To or Through? How Target-Date Funds Manage Risk

01/23/2012

Glenn Dial, head of retirement sales at Allianz Global Investors, discusses the evolution of target dates, how glide paths are constructed and the importance of education for plan participants when choosing retirement investments.

Managing Risk in the Tech Sector

01/16/2012

Companies that create an upgrade path for consumers can bring stability to their business along with an annuitized revenue stream, says Walter Price, manager of the Allianz RCM Technology Fund.