Investment Insights

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI