The Renminbi Outlook: The Journey Is the Reward
by Brad Gibson, AllianceBernstein Many investors with exposure to the Chinese renminbi (RMB), having enjoyed a strong rally…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Emerging Innovation: Three Trends for Growth Stock Investors
by Laurent Saltiel, AllianceBernstein Emerging market (EM) countries have long relied on commodity cycles and low-cost manufacturing for…
Earnings Bounce Poses Quality Test for Equity Investors
by Christopher Hogbin, AllianceBernstein As the world convalesced from the pandemic, stocks advanced in the second quarter and…
What Are Bond Investors Thinking? Their Three Top Concerns
by Scott DiMaggio, AllianceBernstein Bond investors are worried, and who can blame them? From rising consumer prices to…
Finding Investable Disruptors in an Innovation Swarm
by Lei Qiu, AllianceBernstein Many businesses say theyāre innovation leaders. But how can equity investors tell which hold…
This Too Shall Pass: The Micro Case for Transitory Inflation
by Susan Hutman, AllianceBernstein US inflation continued to soar in May, with the Core Consumer Price Index (CPI)…
Japanese Stocks Regain Luster for Post-Pandemic Markets
by Atsushi Horikawa, AllianceBernstein Japanese equities have long been overlooked by many global investors. But they may be…
Getting Real About Rebuilding Inflation Protection
by Vinod Chathlani, AllianceBernstein As the global economy climbs its way out of the pandemic-induced downturn, mobility is…
Carbon Handprints: A Climate-Positive Framework for Equity Investors
by Dan Roarty, AllianceBernstein Environmentally aware investors increasingly want portfolios that address climate change. Evaluating carbon handprints, or…
ESG Managers to High-Yield Issuers: Donāt Stand Still
by Shawn Keegan, AllianceBernstein Environmental, social and governance (ESG)-linked bond structures have become very popular in investment-grade bond…
Post-Pandemic Policymaking Could Drive Emerging Markets Apart
by Adriaan du Toit, AllianceBernstein Slow vaccine rollouts threaten to take a sizable human toll and create deep,…
Muni Strategies for an Inflationary Climate
by Daryl Clements, AllianceBernstein With the post-pandemic US economy on the mend, a new threat has emerged: inflation.…
Healthcare Stocks: Four Questions for the Recovery
by Vinay Thapar, AllianceBernstein Disappointing returns for healthcare stocks through the marketās recovery from the pandemic have raised…
High Yield: Rising Stars and Other Omens
by Robert Hopper, AllianceBernstein Over the past year, a surge of investors drove high-yield bond prices back to…
Whatās Behind the Value-Growth Performance Gap?
by Avi Lavi, AllianceBernstein Global value stocks still trade at a near-record discount to growth stocks, even after…
