Alliance Bernstein

Nobody knows whether this trend will persist. But it’s not too soon to learn from similar episodes in the past. #strategy #markets

Instead of dreading volatile markets, the savvy advisor understands that during these times, her professional skill is most valuable.

If climate portfolios are positioned in the same giant US stocks held in broad equity allocations, investors may unwittingly double down on risk.

 In the bond world, yields remain high, with potential in high-yield credit and other segments. #bonds #equity

In our latest AB Disruptor Series episode, we take a closer look at the implications of a polarized US electorate on the macro and market landscape.

Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages. #bonds

We expect bond yields to trend gradually lower—but it may be a bumpy ride. These seven strategies may help investors take advantage. #bonds

Market conditions are shifting fast. But making impulsive changes to equity portfolios and allocations can be counterproductive. #equity #markets

Emerging-market stocks are showing signs of life amid hints of earnings improvements. Where should investors look? #EM

Historically, investors have struggled to add meaningful alpha through security selection. A dynamic new credit scoring approach could change that.

We’ll explore the changing dynamics of US elections and the potential implications for markets and investing. #markets #elections

High-yield investors put off by today’s narrow spreads could be missing out. #strategy #investing

When global equity markets tumbled in early August, investors got a glimpse of what a deeper correction could like for the US giants.

Portfolio managers should always have good explanations for their underweight positions. These days, it matters more than ever. #equity

Most DC plan participants pursue retirement readiness unassisted, but few grasp what’s required, according to our latest survey. #NCRetirementCenter

Four interlinked principles form a compelling investment philosophy for uncovering promising growth companies. #investing

Demand growth is cooling, but evidence suggests that overall fundamentals are still sound. #markets #consumers

In the latest AB Disruptor Series episode, we take a deep dive into the state of value investing. #strategy #investing

Earlier interest-rate cuts would come as good news for the US economy. #markets #economy #USA

More to artificial intelligence AI than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies. #AI

Despite narrow market concentration, we see opportunities in high-quality stocks that haven’t yet been rewarded. #stocks #strategy

Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors. #strategy #investors

Confidence is up, but inflation and other worries offer ways to work toward better outcomes. #NCRetirementCenter

Today’s industrial business models offer surprising sources of consistent earnings growth. #growth #strategy

We think today’s market landscape calls for a different mix in multi-asset income strategies. #markets #income #strategies

From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward. #AI #strategy

The office market is widely viewed as the problem child in commercial real estate. #office #building #realestate

Private capital is increasingly being used to finance consumer spending. #alternatives #consumer #spending

Active management can help investors address some of the especially tricky issues in sustainable equity portfolios. #ESG

With the high-yield curve inverted, investors are being paid more to take less risk. That’s an income opportunity worth sizing up.

US housing has weathered surging mortgage rates. Thin inventory and pent-up demand could create opportunity. #housing #markets

Emerging-market (EM) corporate bonds are too-often overlooked by investors who presume the asset class is too niche or too risky.

Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided. #strategy

Ongoing—and accelerating—US banking-sector transition is the focus of discussion in the latest AB Disruptors Series episode. #banking #markets

Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries. #stocks

More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets. #markets

Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry? #EV

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. #income

Many are moving manufacturing closer to home or to regions that are less likely to become entangled in disruptive geopolitical conflicts. #China

Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices. #planes #aircraft

Our research shows a correlation between strong governance and higher stock returns. #stocks

Although markets expect both the Fed and the ECB to cut rates over the summer, macro developments could change that forecast. #markets

For disciplined managers with strong portfolios, we think the return potential exceeds historical levels. #investing #strategy

Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector. #healthcare #politics

Issues like water scarcity are felt most intensely at the local level. That makes it incumbent on municipal bond issuers to lead the response. #bonds

Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.

Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think. #stategy #markets

The Fed’s close monitoring and well-signaled tapering of QT should prevent disruptions to the short-term funding markets despite converging risks.

Understanding this heuristic allows an advisor to educate clients about how to handle new financial experiences. #advisors #growth

Investors face an urgent challenge in understanding, analyzing and managing biodiversity risks. #investing #strategy