Allianz Global Investors | Outlook & commentary

Some of our top experts discussing their outlook at a roundtable session

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As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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Franck Dixmier
Joerg de Vries-Hippen
Mona Mahajan
Karl Happe
Steven Malin
Mike Riddell
Kelly Reuba

Outlook & commentary

Inflation expectations support holding rates steady – for now

With the Fed having largely achieved its objectives of full employment and price stability, we expect short-term rates to stay unchanged at the FOMC’s next meeting. This should be good for investors, but don’t rule out a rate hike by the end of the year if inflation surges, or if tariff- or Brexit-related risks recede.

by Franck Dixmier | 1 day ago

Outlook & commentary

Given economic uncertainty, ECB may stay accommodative

Changes in the euro zone’s economy have raised expectations that the central bank will be more precise at its next meeting about what’s causing the slowdown. We think the ECB will continue delaying rate hikes while also announcing a new liquidity program for banks.

by Franck Dixmier | 04/03/2019

Outlook & commentary

Caution and flexibility: a new “behind the curve” strategy for the Fed

In hitting pause on monetary tightening, the Fed is clearly planning to remain cautious and flexible while staying behind the curve. This offers a favourable context for risk assets in the short term.

by Franck Dixmier | 24/01/2019

Outlook & commentary

Europe’s economic slowdown makes the proposed normalisation of ECB monetary policy harder

The European Central Bank’s gradual normalisation of its monetary policy should continue, but the economic slowdown in the euro-zone will likely delay any rate increases, and the window of opportunity is becoming increasingly narrow.

by Franck Dixmier | 23/01/2019

Outlook & commentary

Making the Federal Reserve less relevant

Fed Chairman Powell learned the hard way that his comments, even those made outside of official Fed communications channels, can move markets. The Fed is on a mission to make itself less important in the decision-making of savers, investors, consumers and governments.

by Steven Malin | 19/12/2018

Data-focused Fed still dovish, but Brexit looms

Outlook & commentary

Fed is set to hold steady, which could surprise markets

A host of US economic issues – from trade tensions to a flattened yield curve – has drastically reduced expectations of rate hikes after the FOMC’s December meeting. Yet the Fed sees a healthy US economy and may announce it is forging ahead, which could catch investors off guard and trigger volatility.

by Franck Dixmier | 17/12/2018

Outlook & commentary

ECB likely to stay the course, despite uncertainties

As the European Central Bank continues the very gradual normalisation of its monetary policy, we expect it will soon announce the wrap-up of its bond-buying programme. But this won’t signal the end of its accommodation: the central bank has multiple tools at its disposal to carry out its duties.

by Franck Dixmier | 10/12/2018

Outlook & commentary

With mid-terms over, markets may feel relief

Although the Democrats now control half of the US Congress, we believe President Trump’s economic agenda is unlikely to be significantly altered. A divided government could also give equities a bounce, particularly now that election-related uncertainty has been removed.

by Mona Mahajan | 07/11/2018

Outlook & commentary

Volatile markets and politics won’t change the Fed’s path

The strong economic foundation in the US continues to validate the Fed’s trajectory, despite the increased risk-aversion recently seen in the markets. As a result, we expect the FOMC to stay on its path, free from political pressure, and continue monetary-policy normalisation.

by Franck Dixmier | 02/11/2018

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Active is:
Discussing the topics that matter

Inflation expectations support holding rates steady – for now

Given economic uncertainty, ECB may stay accommodative

Caution and flexibility: a new “behind the curve” strategy for the Fed

Europe’s economic slowdown makes the proposed normalisation of ECB monetary policy harder

Making the Federal Reserve less relevant

Fed is set to hold steady, which could surprise markets

ECB likely to stay the course, despite uncertainties

With mid-terms over, markets may feel relief

Volatile markets and politics won’t change the Fed’s path

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Active is:Discussing the topics that matter

Outlook & commentary

Active is:
Discussing the topics that matter