Investment Themes & Strategy

Investment Themes & Strategy
With dozens of states facing budget shortfalls, policymakers urgently need to make difficult spending and taxation decisions. Even with help from the federal government, states facing the most fiscal stresses may need to cut spending, reduce payrolls and even suspend pension obligations.
Steven Malin | 01/09/2017
Investment Themes & Strategy
The concept of fiduciary management is evolving at time when responsibilities are shifting. At Allianz Global Investors, we believe that it is only through active and on-going engagement, proxy voting and stewardship that we can best protect the interests of investors today and in the future.
Neil Dwane | 29/06/2017
Investment Themes & Strategy
On March 7 in celebration of International Women’s Day, the 7,000 pound charging bull sculpture, which has reigned alone for 27 years in Lower Manhattan as a potent symbol of Wall Street, woke up to some company. Investment firm State Street Global Advisors (SSGA) had placed the statue of a young girl standing in defiance opposite the bull. “Fearless Girl” was placed to introduce and promote its campaign for increasing the number and role of women in corporate leadership positions.
Investment Themes & Strategy
Although some view robo-advice as a passing trend, it has the potential to help investors and advisors alike, according to two new Grassroots Research surveys. Some advisors are even using the technology to manage smaller accounts more efficiently, which could bring more investors into the advice realm.
Kelly Reuba | 12/05/2017
Investment Themes & Strategy
The British pound’s decline is hitting the UK consumer in the form of rising inflation and noticeably slower growth, even as business confidence and other “soft” data points remain positive. It may be the harsher realities that show through in the Bank of England’s forecasts.
Mike Riddell | 09/05/2017
Investment Themes & Strategy
Beset with low rates, slow growth and a new US president who wants a significant shift in policy, the Federal Reserve faces one of the most uncertain periods in its 104-year history. What could a changing Fed mean for investors?
Steven Malin | 21/04/2017
Investment Themes & Strategy
President Trump's ambitious plans are expected to encounter stiff resistance, but meaningful spending and taxation changes should happen well before year-end. The markets will respond well if Mr Trump's pro-growth, pro-business policies become reality.
Steven Malin | 03/04/2017
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