Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
by AllianceBernstein Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaqâs plan to reconfigure…
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…
Fixed-Income Midyear Outlook: Surfing Lessons
by Gershon Distenfeld, CFA, Scott Dimaggio, CFA, AllianceBernstein Surfâs up! Elevated yields and negative correlations are good news…
Global Macro Outlook - Third Quarter 2023
by AllianceBernstein Research What You Need to Know Steadfast global resilience to recession highlighted the quarter, although the…
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,…
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…
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,…
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…
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,…
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…
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…
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…
Taming Biases in High-Dividend Equity Strategies
by Cherie Tan, CFA, Eugene Smit, CFA, & Christopher Mason, AllianceBernstein Income-seeking investors are accustomed to casting wide…
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…
Is ChatGPT the Next "Killer App?"
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, AllianceBernstein ChatGPT has ignited the worldâs imagination about the power of…
