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Market Insights

Driven by our conviction that insight and understanding are the keys to investment success, we place unusual importance on the value of research and the sharing of intellectual capital.

Through a wide range of academic and investment research, Allianz Global Investors aims to equip its clients to make better informed investment decisions.
Choose from the categories below to find the latest publications from our experts.

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AllianzGI Insights April 2013
Allianz Global Investors Insights | April 2013
​Read the latest updates from our portfolio managers and other investment professionals.
 
Project M
PROJECT M | April 2013
As pressure to reform pension systems grows, to avoid an income gap for future retirees, policy-makers must answer the question, “How much is enough?”
 
ESG Matters
ESG Matters | April 2013
What does the Dodd-Frank Act have to do with the technology and jewellery industry? According to Article 1502, roughly a US$3bn impact! More on the topic in the 5th edition of our ESG Matters magazine.
 
AllianzGI Global Strategic Outlook
Global Strategic Outlook | April 2013
This represents the thoughts of our Global Policy Council, recent asset allocation views and economic outlooks for each of the major regions.
 
AllianzGI Insigths March 2013
Allianz Global Investors Insights | March 2013
​Read the latest updates from our portfolio managers and other investment professionals.
 
Dividend Strategies | March 2013
​Historically, there has never been such a large discrepancy between dividend yields and yields on government and corporate bonds. 
 
Capital-Markets-Monthly-March2013
Capital Markets Monthly | March 2013
If history writes the future… … then we can all lean back and let our money work for us. Statistics show that in 97% of the cases in which the Dow Jones Industrial Average rises by more than 3% in January, the stock market year also concludes successfully. And in January 2013, with a rise of 5.8%, this statistical yardstick was significantly surpassed. If only it weren’t for the word "if". 
 
Evolution-of-high-yield-bonds
Corporate Bonds | March 2013
​High-yield bonds have turned into a legitimate asset class that is larger, better established and less risky thank in previous years, providing evergreen benefits that make them a sound addition to most diversified portfolios.
 
CPPI
Risk | March 2013
​CPPI and proprietary improved protection strategies provide investors with the opportunity to invest more confidently in higher yielding asset classes.
 
Fixed-Income-Quarterly-Newsletter
Fixed Income | February 2013
​Franck Dixmier, Chief Investment Officer Fixed Income Europe, sees the euro zone debt crisis on the road to normalisation.
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Grassroots Research

Our GrassrootsSM Research team gathers information on under-researched marketplace trends. Access the work of over 300 dedicated information gathering professionals.more...

Behavioral Finance

Our New York based Center for Behavioral Finance puts academic theory into action. Here you can better understand how people make financial decisions.more...

Project M

The Allianz SE International Pensions team multiply investment and retirement knowledge. Find out why the Project M team has won 19 corporate publishing awards.more...

Global Investment Forum

AllianzGI Investment Forum 2013
Mid of January 2013, 160 AllianzGI collegues from around the world gathered in Frankfurt, all well prepared to discuss the macro economic and market trends likely to affect medium-to long-term investment decisions.more...

Investment Themes

Financial Repression

We believe Financial Repression is real and will remain a defining factor for quite some time. Visit our microsite to learn more on the topic.

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Euro Crisis

Our assessments of the situation in and the outlook for the Eurozone. What are the challenges ahead?

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Asian Bonds & Currencies

International equity investors have always kept an eye on Asia, but nowadays it is the Asian bond markets that are increasingly attracting investor attention.

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