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View from the Global Strategist
Investors have profited handsomely from FANG stocks and their Big Tech brethren, but Western regulators are responding to growing concerns about their behaviour. These masters of high-tech disruption may soon find themselves competing on a more regulated – and more level – playing field.
Neil Dwane | 27/10/2017
View from the Global Strategist
An abundance of oil, thanks largely to US shale, has pushed down oil prices and sector sentiment. But since that means less investment in new production sources, the bearish market may soon rebalance from fears of oversupply to concerns over shortages – which would push prices higher.
Neil Dwane | 27/10/2017
View from the Global Strategist
In early September, our strategists, economists and portfolio managers from around the globe convened in New York for our semi-annual Investment Forum. Their goal? To explore the way forward for our clients in a world where taking risk is necessary to earn a return, but where opportunities are getting harder to find.
Neil Dwane | 20/09/2017
View from the Global Strategist
In early September, our strategists, economists and portfolio managers from around the globe convened in New York for our semi-annual Investment Forum. Their goal? To explore the way forward for our clients in a world where taking risk is necessary to earn a return, but where opportunities are getting harder to find.
Neil Dwane | 20/09/2017
View from the Global Strategist
In a potentially troubling sign for growth globally, productivity has been declining for decades. In the first of a series on productivity as an economic theme, we explore why this seemingly dry concept matters – and why businesses, governments and investors need to adopt a sense of urgency in finding ways to solve the productivity puzzle.
Neil Dwane | 07/08/2017
View from the Global Strategist
The "United States of Europe" (USE) has been a work in progress since the end of World War II, when the region started the long, painful task of reunification and rebuilding. Now, with fallout from the financial crisis abating and political risk subsiding, Europe is offering some of the most compelling opportunities available to investors today.
Neil Dwane | 07/07/2017
View from the Global Strategist
Why not use the summer holidays to catch up on your reading? Neil Dwane’s book list combines engaging narratives with timely insight into investing themes. So whether you’re interested in politics, leadership or high-tech disruption, you’ll come back from your holiday refreshed – and enlightened.
Neil Dwane | 07/07/2017
View from the Global Strategist
Neil Dwane summarizes our recent AllianzGI Asia Conference in Berlin: Increased intra-regional trade, reform-minded leaders and positive demographic trends help Asia provide the growth and income potential that today’s investors need.
Neil Dwane | 12/06/2017
View from the Global Strategist
Despite a recent bout with plunging prices, we believe the oil market should grind higher thanks to solid global demand, renewed supply constraints and still-significant underinvestment. This builds a clear case for investing in the energy sector, both for income and for capital return.
Neil Dwane | 30/05/2017
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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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