23 February 2018

Neil Dwane

As Global Strategist at Allianz Global Investors, Neil Dwane is responsible for presenting strategic house views and overseeing the Economics and Strategy Research teams.
  • China's spending on research and development activities is expected to surpass that of the US this year. Photo: Bloomberg

    Year of the Dog looks promising for Chinese equities

    - Feb 22, 2018 11:26am
    In this Lunar New Year, the stars seem to be aligning for China. President Xi Jinping is providing steady leadership, “One Belt, One Road” is spurring massive regional investments, and China’s R&D spend could soon overtake...
  • To ensure sustained growth, corporate leaders must adopt a business model that prioritizes long-term vision over short-term financial engineering. Photo: Reuters

    What companies must do to sustain long-term growth

    - Jan 29, 2018 10:00am
    It is perhaps time for corporations and their shareholders to design a more sustainable long-term business model that emphasizes transformative research and development. In recent years, investors have grown enamored of FANG firms (a reference to...
  • Most institutions invest in alternative asset classes for diversification amid pronounced geopolitical tail risks. Photo: Reuters

    Institutions use alternatives to manage risk

    - Jan 2, 2018 9:07am
    More than two-thirds of respondents to our institutional RiskMonitor survey told us they invest in alternative asset classes, and nearly one-third said they use alternatives primarily for diversification – the most commonly cited driver. Given the...
  • Taking some risk to earn some return may be the best way forward, but finding the optimal balance between upside potential and downside protection can be difficult. Photo: Reuters

    How to be a risk leader, not a follower

    - Dec 1, 2017 9:53am
    A strong showing by equity markets in 2017 may simply have added to investors’ uncertainty as they gauge what to do next. Taking some risk to earn some return may be the best way forward, but...
  • With oil now edging toward US$60 per barrel, some investors are taking a fresh look at the sector. Photo: Reuters

    Concerns in oil market turn from oversupply to shortages

    - Nov 6, 2017 4:03pm
    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...
  • Coalition talks may take several months, as Chancellor Angela  Merkel faces the complexity of securing a coalition with two other parties. Photo: Reuters

    Beyond the election: What’s next for Merkel and Europe?

    - Oct 9, 2017 8:00am
    While the reelection of Angela Merkel as German chancellor for a fourth term provides the reassurance and status quo that many investors sought, the rise of the nationalist right has weakened her hand and she faces...
  • In a survey of 750 institutional investors, 44 per cent say geopolitics represent a major risk to investment performance. Photo: Reuters

    New study shows investors face risk-return conundrum

    - Sep 11, 2017 8:00am
    While financial markets have never operated in a vacuum, geopolitics now appear to be having a greater impact on how investors are behaving than at any other point in recent memory. This is perhaps no surprise,...
  • Labor productivity growth has been trending down for decades. In the US, despite a spike around the turn of this century, the overall trend is down. Photo: YouTube

    To boost growth, solve the productivity puzzle

    - Aug 14, 2017 8:00am
    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...

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