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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
View from the Global Strategist
Investors shouldn’t expect any major agreements to be announced after this week’s G7 summit in Taormina, Italy. Four of the group’s leaders are newly elected, and they may focus more on reassuring voters back home than on building trust with each other.
Neil Dwane | 23/05/2017
View from the Global Strategist
New geopolitical tensions arising out of Syria and North Korea may have made the US more open to some forms of international cooperation. As the G20 prepares to meet in Washington DC, this could be a confidence-building development for the financial markets.
Neil Dwane | 19/04/2017
View from the Global Strategist
Greece is back in the headlines amid continuing talks over its international bailout programme. As its economy continues struggling, what hard lessons can Greece and the EU learn from Iceland, which found a way to turn short-term pain into long-term gain?
Neil Dwane | 18/04/2017
View from the Global Strategist
The highly valued US equity market has served many investors well in recent years, but investors should watch for several factors that could exert downward pressure on stocks. Topping the list: Trumponomics troubles and growing fears of inflation.
Neil Dwane | 06/04/2017
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
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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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