Merger Arbitrage: The Stars Could Be Aligning
by Scott Schefrin, Portfolio Manager & Eugene Smit, CFA, Portfolio Analyst and Manager—AB Hedge Fund Solutions, AllianceBernstein Is…
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...
Merger Arbitrage: The Stars Could Be Aligning
by Scott Schefrin and Eugene Smit, AllianceBernstein Is an M&A boom brewing? There’s a shift underway in the…
Finding Growth in US Stocks Beyond the Technology Sector
by John H. Fogarty, CFA, Co-Chief Investment Officer—US Growth Equities, Adam Yee, Senior Quantitative Analyst—US Growth Equities, AllianceBernstein…
Five Questions to Ask About Quality in Equity Portfolios
by Nelson Yu, Head—Equities, Walt Czaicki, CFA, Senior Investment Strategist—Equities, AllianceBernstein Quality has become a popular buzzword in…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
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 Head—Equities, 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 Officer—Sustainable Thematic Equities, Lei Qiu, Chief Investment Officer —Thematic 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 can’t 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 Don’t You Own It?
Equity Investors Need Conviction in Underweights. by Christopher W. Marx, Global Head—Equity Business Development, Teresa Keane, Managing Director—Equities,…
