View from the Global Strategist

View from the Global Strategist
With America's leadership waning, the G20's role as a central institution for global co-operation is more important than ever. While this week’s meeting might not produce concrete actions, participants will address tough issues like protectionism, trade imbalances, currency manipulation and financial-market regulation.
Neil Dwane | 14/03/2017
View from the Global Strategist
One hundred years after the Russian Revolution, the tsars and the USSR may be gone, but Russia itself is alive and well. With the US becoming more isolationist, Russia has a chance to revise its standing with the US and EU – but this time, as an equal.
Neil Dwane | 02/03/2017
View from the Global Strategist
Within hours of assuming office, President Trump began issuing executive orders and policy proposals to fulfil his campaign promises. But if Mr Trump really wants to “make America great again”, is he addressing the long-term structural problems that sorely need fixing?
Neil Dwane | 27/02/2017
View from the Global Strategist
While China celebrates its Lunar New Year, the reform-minded President Xi Jinping is likely polishing up his next Five Year Plan. Perhaps he will put his own twist on a predecessor’s strategy and look to strengthen China in four key areas: agriculture, industry, defence and science & technology.
Neil Dwane | 24/02/2017
View from the Global Strategist
In his roundup of our latest Investment Forum, Neil Dwane highlights the top themes driving markets and economies – including China’s growing role in global indices, Trump’s ability to disrupt the status quo, Europe’s super-election cycle and the “hunt for income” going global.
Neil Dwane | 23/01/2017
View from the Global Strategist
Neil Dwane says the rumbling sound being heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism – one that threatens to sweep away decades of pro-globalization sentiment and change the investment landscape.
Neil Dwane | 16/01/2017
View from the Global Strategist
Peering into the next 12 months, Neil Dwane looks at how 10 hypothetical events – including a “soft Brexit”, the rise of “green bonds” and a Le Pen victory in France – could affect economies and markets around the world.
Neil Dwane | 27/12/2016
View from the Global Strategist
This year, our Global Strategist’s carefully curated holiday reading list centers around China, geopolitics and disruption – three powerful forces that could reshape the world as we know it for generations to come.
Neil Dwane | 20/12/2016
View from the Global Strategist
Japan’s imposition of yield-curve controls marks the moment that monetary policy finally became subservient to government policy. Neil Dwane says “fiscal dominance” is a dangerous successor to financial repression – not just for investors, but for entire economies.
Neil Dwane | 17/10/2016

Neil Dwane

Global Strategist
Neil Dwane is a portfolio manager and the Global Strategist with Allianz Global Investors, which he joined in 2001. He coordinates and chairs the Global Policy Committee, which formulates the firm’s house view, leads the firm’s bi-annual Investment Forums and communicates the firm’s investment outlook through articles and press appearances. Neil is a member of AllianzGI’s Equity Investment Management Group. He previously worked at JP Morgan Investment Management as a UK and European specialist portfolio manager; at Fleming Investment Management; and at Kleinwort Benson Investment Management as an analyst and a fund manager. He has a B.A. in classics from Durham University and is a member of the Institute of Chartered Accountants.
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