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…
March 12, 2024
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…
March 5, 2024
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…
February 22, 2024
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…
February 11, 2024
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…
January 25, 2024
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…
January 15, 2024
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…
January 1, 2024
Market Concentration in Magnificent Seven Distorts Index Exposures
by US Equities, AllianceBernstein US equity market returns have been disproportionately driven by the so-called Magnificent Seven (Mag…
December 21, 2023
When Disaster Strikes: Gauging the Investment Risk of Natural Hazards
by Patrick O'Connell, CFA, DirectorâFixed Income Responsible Investing Research, John Huang, CFA, DirectorâFixed Income Responsible Investing, Data and…
December 7, 2023
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions, & François Oustry, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions,…
November 30, 2023
AI Heralds a Technology Paradigm ShiftâBut Not So Fast
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, AllianceBernstein Technological turning points in the past have taught important lessons…
November 28, 2023
Is Equity Risk Worth the Reward in a World of Higher Bond Yields?
by Walt Czaicki, CFA, Senior Investment StrategistâEquities David Wong, Senior Investment Strategist and HeadâAsia Business Development, Equities Robert…
November 27, 2023
US Equities: Which Stocks Have Outperformed in a Weaker Market?
by AllianceBernstein U.S. Equity Research Team Weakness in US equity markets since July reflects ongoing uncertainty about the…
November 9, 2023