Insights

View from the Global Strategist
In the face of escalating structural challenges, brought to a head by the latest lira crisis, Turkey needs a stronger response characterised by tighter fiscal and monetary policy – and a less confrontational foreign policy
Neil Dwane | 17/08/2018
View from the Global Strategist
Burdened by too much debt and growing societal frustration, the global economy is faced with stark choices, including fiscal austerity and rising defaults. But what if we took a page out of Henry Ford’s playbook, creating a highly paid, highly trained workforce to help usher in a new era of inclusive growth?
Neil Dwane | 13/08/2018
Outlook & Commentary
Three factors appear likely to shape the US economy through the rest of 2018: trade tensions, mid-term elections and the Fed’s road to normalisation. In a late-cycle environment marked by the potential for tail risks, investors should take a closer look at small caps, energy, high yield and alternatives.
Mona Mahajan | 27/07/2018
View from the Global Strategist
As President Donald Trump ramps up the trade wars and retaliatory measures spread, investors are entering an unknown landscape – and no one knows what the US will do next. Yet given that trade makes up more than one-third of global GDP, it’s critical to assess what we do and don’t know about how the status quo could change.
Neil Dwane | 18/07/2018
View from the Global Strategist
Thanks to central banks’ coordinated efforts, the global economy has not only recovered from the financial crisis, but enjoyed a good run of solid growth and low inflation. Take a closer look at this “Goldilocks moment” for insights into the cast of characters at play – and the surprises that may be in store.
Neil Dwane | 12/07/2018
Investment Themes & Strategy
Trade is a growing concern for financial markets, with Brexit and a new US-induced trade war triggering a debate about how closely nations must be integrated to trade well together. Yet the reality is nuanced, so it helps to understand the seven types of economic integration and how they benefit the nations involved.
Hans-Peter Rathjens | 06/07/2018
Active is: Allianz Global Investors
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