Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
by Chris Hogbin, Head â Equities, AllianceBernstein Excitement over AI has driven equities this year. Yet investors should…
July 13, 2023
Fixed-Income Midyear Outlook: Surfing Lessons
by Gershon Distenfeld, CFA, Scott Dimaggio, CFA, AllianceBernstein Surfâs up! Elevated yields and negative correlations are good news…
July 9, 2023
Global Macro Outlook - Third Quarter 2023
by AllianceBernstein Research What You Need to Know Steadfast global resilience to recession highlighted the quarter, although the…
July 6, 2023
Keeping Your Balance as the Credit Cycle Turns
by Scott DiMaggio, CFA, Co-HeadâFixed Income; DirectorâGlobal Fixed Income, Gershon M. Distenfeld, CFA, Co-HeadâFixed Income; DirectorâCredit, Matthew Sheridan,…
June 28, 2023
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research AnalystâUS Growth Equities; Portfolio ManagerâGlobal Healthcare, AllianceBernstein Healthcare…
June 14, 2023
Learnings from Earnings: Macro Crosscurrents Make Growth Elusive
by James T. Tierney, Jr., Chief Investment OfficerâConcentrated US Growth, & Dev Chakrabarti| Chief Investment OfficerâConcentrated Global Growth,…
May 18, 2023
Like 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
by Jonathan Berkow, Director of Data ScienceâEquities, AllianceBernstein ChatGPT is generating excitement about the power of artificial intelligence…
May 9, 2023
Water Scarcity: Sustainable Investors Address a Growing Scourge
by David Wheeler, CFA, Portfolio ManagerâSustainable Climate Solutions; Senior Research AnalystâSustainable Thematic Equities, & Daniel C. Roarty, CFA,…
April 19, 2023
Fixed-Income Outlook: Getting a Grip in Slippery Markets
by Gershon Distenfeld, CFA, Scott Dimaggio, CFA, AllianceBernstein Market twists and turns challenged fixed-income investors in the first…
April 5, 2023
From Anomaly to Opportunity: High Yields on Short Bonds
by Gershon Distenfeld, CFA, Will Smith, CFA, & Robert Schwartz, AllianceBernstein Stock and bond markets were shaken by…
March 27, 2023
With Banks in Focus, the Fed Signals (Cautious) Optimism
by Eric Winograd, DirectorâDeveloped Market Economic Research, AllianceBernstein Yesterday, the Fed raised its benchmark interest rate 25 basis…
March 26, 2023
The Road to Decarbonization Is Bumpy. Carbon Allowances Can Help.
by Vinod Chathlani, Lead Portfolio ManagerâMulti-Asset Solutions, Salima Lamdouar, Senior Research Analystâ2050 CleanTech Solutions, AllianceBernstein The global pursuit…
March 15, 2023
Is ChatGPT the Next "Killer App?"
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, AllianceBernstein ChatGPT has ignited the worldâs imagination about the power of…
February 23, 2023
Activating Equity Portfolios for Higher Rates and Inflation
by Robert Milano, Senior Investment Strategist and HeadâEMEA Equity Business Development, Walt Czaicki, CFA, Senior Investment StrategistâEquities, David…
February 16, 2023