Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

China’s DeepSeek breakthrough shocked the markets, but some in the AI industry took it in stride. When you peek under the hood, there’s plenty of good news.

While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.

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Inflation is cooling, the economy is resilient and starting yields offer a cushion against further rate volatility—there’s a lot to like about fixed income in 2025.

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Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

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