James Dudnick
Director, Portfolio Manager, CFA
Allianz Global Investors
Steven R. Malin, Ph.D.
Director, Senior Investment Strategist
Allianz Global Investors
Advisor Q & A
1. Jerome Powell is pursuing a course of slowly raising rates. At what point should fixed income investors be concerned?
2. Do you agree with Powell that we are a long way from neutral interest rates at this time? Given the continued strong job market, but housing slow-down, what is your outlook for interest rate hikes over the next 12 months?
3. Are there any indicators that suggest that Powell could change the course of current Fed rate policy?
4. If rates keep rising, how adversely will that affect equity returns going forward?
5. In the event of bond market volatility how concerned would you be about investment grade bond ETF prices?
6. What’s your assessment of the state of the credit market – credit availability and cost?
7. Any thoughts on the incoming corporate debt maturity wall(s) in the current rising rate environment given the macro backdrop?
8. Credit spread widening = sufficient condition….do you feel non-bank lending in the bank loan market presents a systemic credit risk?
9. Why wouldn’t you move to short term treasuries vs. corporate bonds?
10. Where does Allianz Global Investors see opportunity if the yield curve continues to flatten. Or even if it doesn’t, what is the smart move for investors looking to protect their asset?
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