Learnings from Earnings: Macro Crosscurrents Make Growth Elusive
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, & Dev Chakrabarti| Chief Investment Officer—Concentrated Global Growth,…
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...
Like 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
by Jonathan Berkow, Director of Data Science—Equities, AllianceBernstein ChatGPT is generating excitement about the power of artificial intelligence…
Water Scarcity: Sustainable Investors Address a Growing Scourge
by David Wheeler, CFA, Portfolio Manager—Sustainable Climate Solutions; Senior Research Analyst—Sustainable 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, Director—Developed 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 Manager—Multi-Asset Solutions, Salima Lamdouar, Senior Research Analyst—2050 CleanTech Solutions, AllianceBernstein The global pursuit…
Is ChatGPT the Next "Killer App?"
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, AllianceBernstein ChatGPT has ignited the world’s imagination about the power of…
Activating Equity Portfolios for Higher Rates and Inflation
by Robert Milano, Senior Investment Strategist and Head—EMEA Equity Business Development, Walt Czaicki, CFA, Senior Investment Strategist—Equities, David…
The Outlook for Income: Balancing Rates and Credit in 2023
by Matthew Sheridan, Portfolio Manager, Income Strategies, AllianceBernstein When we think about generating income for our clients, for…
Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum
by Robert Hopper, Vivek Bommi, Susan Hutman, Will Smith, AllianceBernstein Persistent inflation and prospects for a global economic…
2023: A Year of Transition for the Global Economy
by Eric Winograd, Senior Vice President and Director of Developed Market Economic Research, AllianceBernstein With an extremely challenging…
Are Small-Cap Stocks Further Along the Road to Recovery
by James MacGregor, CFA, Chief Investment Officer—US Small and Mid Cap Value Equities; Head—US Value Equities, Bruce K.…
What's Behind the Drop in Treasury Market Liquidity?
by Matthew Scott, Trader; Head—Global Rates, Securitized Assets, Multi-Asset and Currency Trading & AJ Rivers, CFA, FRM, CAIA,…
