Postcard from China: Home of the New 'American Dream'

Our global strategist gives investors a glimpse of what lies beyond the official news releases: a capitalist country full of enterprise, where countless citizens are pursuing the American dream in Chinese characters.

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Will Donald Trumpism Bury Davos Elitism?

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 | 3 days ago
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5 Good & 5 Bad Scenarios for Investors in 2017

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
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6 Buzzworthy Books for the Investors on Your List

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
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The End of Independence: Japan’s Shift to Fiscal Dominance

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
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Why Short-Duration Investing May Be a Smart Long-Term Move

With extreme monetary policy and political uncertainty making it hard for investors to find returns, Neil Dwane highlights how short-duration bonds offer the potential for higher returns today and reduced volatility when rates rise.
Neil Dwane | 16/10/2016
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Globalization in Remission: Has the Political Trend Changed?

Our global strategist says we could be at the tipping point of a shift away from globalization and deregulation toward populism and protectionism, which could have important implications for investors.
Neil Dwane | 27/09/2016
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Early Investment Implications of the Brexit Brouhaha

Now that the initial volatility has passed, the UK is in a better post-Brexit position than Europe – at least for now, says our global strategist. But an overall feeling of uncertainty will make the hunt for income a key theme for the rest of 2016.
Neil Dwane | 12/08/2016
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21 Must-Read Books for Your Summer Holiday

What are you reading this summer? Our Global Strategist shares a curated list of books that address some of the biggest issues facing investors today, from politics to disruption.
Neil Dwane | 10/08/2016
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Why Italy’s Bank Rings Are Breaking

Our Global Strategist says the crisis in Italy’s banks is caused by a system with many interlocking rings – including banks, voters, politicians and regulators – that pass stress from one to the other. This could have dire consequences for both Italy and Europe.
Neil Dwane | 11/07/2016
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Neil Dwane

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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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