Global Macro Outlook: First Quarter 2025
by Global Economic Research, AllianceBernstein What You Need to Know We expect all major economies to continue to…
Equity Outlook: Preparing for Profound Policy-Driven Change
by Nelson Yu HeadâEquities, AllianceBernstein Political uncertainty and volatility create fertile ground for active investors to find companies…
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment OfficerâSustainable Thematic Equities, Lei Qiu, Chief Investment Officer âThematic Innovation Equities,…
Sugar Rush or Sustained Gain? How Tax Cuts Mislead Equity Investors
by John H. Fogarty, CFA, Chris Kotowicz, CFA, Adam Yee, AllianceBernstein Tax cuts alone canât save a weak…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
What Happens After the Top 10 Stocks Outperform?
by AllianceBernstein U.S. Equity Research For most of the last two years, the 10 largest US stocks have…
Global Macro Outlook: Fourth Quarter 2024
by AllianceBernstein Research What You Need To Know Monetary policy began to transition from restrictive to neutral last…
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation
by Nelson Yu, Senior Vice President, Head of Equities, AllianceBernstein Market conditions are shifting fast. But making impulsive…
Expanding the Hunt for Attractively Valued Equities
by AllianceBernstein Global Equity Research When global equity markets tumbled in early August, investors got a glimpse of…
So Why Donât You Own It?
Equity Investors Need Conviction in Underweights. by Christopher W. Marx, Global HeadâEquity Business Development, Teresa Keane, Managing DirectorâEquities,…
The Forgotten Style: What Ever Happened to Value?
by James MacGregor, Cem Inal, and Richard Brink, AllianceBernstein by James MacGregor, CFA, Chief Investment OfficerâUS Small and…
Multi-Asset Mid-Year Outlook
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein Global Growth Picture Supports Risk Assets Improving inflation and growth scenarios…
Overcoming Inertia: How Home Bias Hurts US Investors
by John Taylor, HeadâEuropean Fixed Income; DirectorâGlobal Multi-Sector, Nicholas Sanders, CFA, Portfolio ManagerâGlobal Multi-Sector, Tom Nicol, Investment StrategistâEmerging…
Profits and Persistence The Secret to Investing for Long-Term Growth
by John H. Fogarty, CFA, Co-Chief Investment OfficerâUS Growth Equities, Vincent Dupont, CFA| Director of ResearchâUS Growth Equities,…
Equity Outlook: Making Way for the Magnificent Others
by Nelson Yu, Head, Equities, AllianceBernstein Despite narrow market concentration, we see opportunities in high-quality stocks that havenât…
