Healthcare Stocks Deserve a Second Opinion
by Jane Bleeg & Vinay Thapar, AllianceBernstein Compelling growth drivers and relentless innovation make a strong case for…
AI Reality Check: Looking Beyond the Adoption Curve
by Lei Qiu, Head—Thematic Equities, AllianceBernstein Long-term AI winners will need to translate deployment into defensible profits. AI…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
In High Yield, Shorter May Be Smarter
The case for doing more with less just got stronger.
What Higher Interest Rates Are Telling Insurance Investors
by Eric Winograd, & Geoff Cornell, AllianceBernstein Higher government bond yields seem to be driven by factors beyond…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Hidden Psychology Behind Market FOMO
The forces driving investor behavior are often hidden beneath the surface of rational decision-making.
Should Inflation Defense Be Strategic or Tactical? Both
by Daryl Clement, Municipal Bond Portfolio Manager—Municipal Fixed Income & Matthew Appelbaum, CFA, Municipal Investment Strategist—Investment Strategy Group,…
Equity Markets and the Weather: Escaping the Forecast Trap
by Chris Kotowicz, CFA, & Adam Yee, AllianceBernstein Come rain or shine, company research can help investors position…
Rethinking High Yield: Why Old Anchors May Be Holding Investors Back
High yield has changed. Have investors' perceptions kept up?
So, Why Don't You Own It? Understanding Underweights in Equity Investing
by Robert Milano, David Wong, Teresa Keane, AllianceBernsteiin Concentrated markets demand active choices about which risks to avoid.…
Build a Better Path, Part Two: Three-Dimensional Investing
by Richard A. Brink, CFA, Market Strategist—Client Group, AllianceBernstein To pursue a better return path, think better betas,…
Build a Better Path Part One: What’s Past Is Prologue
by Richard A. Brink, CFA, Market Strategist—Client Group, AllianceBernstein In the first of a two-part episode, market history…
US Stocks: Margin Math Tests the Earnings Story
by Michael Walker, CIO—US Concentrated Growth, AllianceBernstein The S&P 500 is heading for a bumper earnings year, but…
More US Stocks Are Marching to a Different Beat
AI leadership has left many stocks moving to a different rhythm. Investors should tune in.
How to Invest Smarter in the Race for Electrification
by David Wheeler, CFA,, Ian McNaugher, CFA,, Jayme Lisiewski, Patrick O'Connell, CFA, AllianceBernstein While opportunities abound across the energy value chain,…
US Equities: What’s Hiding Beneath the Market’s Headline Returns?
by Walt Czaicki, CFA, Senior Investment Strategist—Equities, & Bryan Chang, Investment Strategist—Equities, AllianceBernstein Investors who look below the surface…