Tag: us economy

Beware The Siren Song Of Low Risk

Beware The Siren Song Of Low Risk

Despite uncertainty about global politics and policy, stock markets are soaring and volatility is low. Does this mean it’s time for investors to double down on growth-oriented assets? Not necessarily. For many risk-managed strategies, a multi-month rally like the recent […]

Stockman To Trump: It’s The Economy, Stupid

Stockman To Trump: It’s The Economy, Stupid

In a recent appearance on CNN, David Stockman suggested that Trump might best spend some time actually addressing economic issues instead of the administration’s travel ban for immigrants from Middle Eastern countries, which Stockman called “a giant misfire.” Economy Pointing out […]

Allianz Investment Management January 2017 Commentary

Allianz Investment Management January 2017 Commentary

Allianz Investment Management commentary for the month of January 2017. Key Points Unsurprisingly, the Fed unanimously raised policy rates to a range of 0.50% to 0.75%. However, market participants were somewhat surprised by the hawkish tone of the Fed as […]