The China-US Tech Rivalry: Beyond Doom and Gloom
by Lei Qiu, AllianceBernstein Even as the coronavirus dominates headlines about China, the tech war with the US…
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...
The Late Cycle: Fiscal Stimulus Ahead?
by Scott DiMaggio, AllianceBernstein Scott DiMaggio: Forty-nine central banks reduced rates last year. I think it’s very difficult…
Making the Most of Merger Arbitrage
by Stuart Davies, AllianceBernstein Merger arbitrage can create highly attractive returns. But there’s a big problem: hedge-fund managers…
Tech Stocks Should Be Prominent in ESG Portfolios
by Dan Roarty, CIO, Thematic and Sustainable Equities, AllianceBernstein The Wall Street Journal criticized ESG portfolios earlier this…
A New Wave of Emerging Market Opportunities
by Sammy Suzuki, AllianceBernstein The way to think about emerging markets is changing and oftentimes people don’t fully…
High-Income Outlook: Setting a Course for 2020
by Gershon Distenfeld, AllianceBernstein Late-cycle markets can unnerve high-income investors. But we see ways to generate a healthy…
Are High-Yield Returns Predictable? Key Metric Suggests Yes
by , AllianceBernstein Stubbornly low interest rates still have many investors reaching far and wide for yield. But…
Should Investors Avoid US Healthcare Stocks in an Election Year?
by Vinay Thapar, Portfolio Manager, Senior Research Analyst, US Growth Equities and International Healthcare Portfolio, AllianceBernstein US healthcare…
Revisiting China’s Equity Markets as Coronavirus Spreads
by John Lin, AllianceBernstein Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable…
Navigating Political Risk in Latin America’s Andean Region
by Armando Armenta, Senior Economist, AllianceBernstein Late in 2019, Chile, Colombia and Peru saw an uptick in political…
The Late Cycle: The Fed Balance Sheet
by Scott DiMaggio, AllianceBernstein: This is the first in a series on bond investing late in the cycle.…
Brexit: It Ain’t Over till It’s Over
by Darren Williams, Director—Global Economic Research, AllianceBernstein At long last, the UK has left the European Union (EU).…
Can US Stock Investors Rely on Earnings Growth?
by James T. Tierney, Jr., CIO, Concentrated US Growth, AllianceBernstein With US equities trading at relatively high valuations,…
Municipal Bonds: Four Ways to Stay Flexible in 2020
by Daryl Clements, AllianceBernstein The outlook for the muni market is favorable for 2020, but investors should be…
Focus on Fundamentals, Not Predictions
by Sammy Suzuki, AllianceBernstein It seems like the market is really focused on external factors that are very…
