Responsible Investing: Four Themes to Follow in 2024
by Erin Bigley, CFA, Chief Responsibility Officer, AllianceBernstein From biodiversity and blended finance to a just transition and…
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, Wentai Xiao, Senior Research AnalystâDisruptive Innovation Equities AllianceBernstein Todayâs technology boom…
Are the Stars Finally Aligned for US Financial Stocks?
by Kurt Feuerman, Chief Investment OfficerâSelect US Equity Portfolios, & Anthony Nappo, CFA, Co-Chief Investment OfficerâSelect US Equity…
Teslaâs Troubles Signal a Speedbump for Investors in the EV Story
by James T. Tierney, Jr., Chief Investment OfficerâConcentrated US Growth, Michael Mathay, CFA, Senior Research AnalystâConcentrated Growth, AllianceBernstein…
Dawn of a New Regime: Implications for Fixed Income
by Scott DiMaggio, CFA HeadâFixed Income Michael Rosborough, Portfolio ManagerâGlobal Multi-Sector Fahd Malik, Portfolio ManagerâIncome Strategies, AllianceBernstein What…
Finding Pockets of Growth in Europeâs Overlooked Equity Market
by Thorsten Winkelmann, Chief Investment OfficerâEurope and Global Growth, Marcus Morris-Eyton, Portfolio ManagerâEurope and Global Growth, AllianceBernstein Attractive…
Could ECB Rate Cuts Beat the Fed to the Punch?
by Sandra Rhouma, European EconomistâFixed Income & John Taylor, DirectorâGlobal Multi-Sector, AllianceBernstein Although markets expect both the Fed and…
Designing Multi-Asset Income: Itâs Complementary
by Richard Cao, CFA, Portfolio ManagerâMulti-Asset Solutions, & Christopher Mason, CFA, Product ManagerâAB Multi-Asset Solutions, AllianceBernstein Multi-asset income…
Keeping an Eye on Liquidity as Risks Converge
by AJ Rivers, CFA and Lucas Krupa, AllianceBernstein The Fedâs close monitoring and well-signaled tapering of QT should…
The Fedâs Rate Message Makes the Sidelines Risky
by Eric Winograd, Senior Vice President and Director of Developed Market Economic Research, AllianceBernstein The Fed poured cold…
Downs and Ups: Managing Equity Volatility Goes Both Ways
by Kent Hargis, PhD, Chief Investment OfficerâStrategic Core Equities; Portfolio ManagerâGlobal Low Carbon Strategy, Brian Holland, CFA, Portfolio…
Itâs Time to Say Goodbye to âT-Bill and Chillâ
by Monika Carlson, CFA | Senior Investment StrategistâFixed Income, AllianceBernstein Investors who wait too long to get off…
The Weather Is Changing for Climate-Focused Investors
by Erin Bigley, CFA, David Wheeler, CFA, Kent Hargis, PhD, Chief Investment OfficerâStrategic Core Equities, Alliance Bernstein Transcript…
Equity Investing in 2024 How to Position in a World of Uncertainty
by Christopher Hogbin, Global Head, Investments & Nelson Yu, Head of Equities, AllianceBernstein Chris Hogbin: So it was…
Fixed-Income Outlook 2024: Bonds Roar Back
by Scott DiMaggio, CFA| HeadâFixed Income, AllianceBernstein The tide has turned for bonds. Hereâs what we think is…
