Historically confident investors meet historically uncertain world
by Richard Bernstein, Richard Bernstein Advisors Investors are historically confident, are shunning diversification, and are taking historic portfolio…
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...
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
Narrow markets are the exception, not the rule
by Richard Bernstein, Richard Bernstein Advisors 2023/24 was the narrowest market since 1998/99. The Nifty 50 period of…
Certainties for an uncertain world
by Richard Bernstein, Richard Bernstein Advisors There is one word to use as investors enter 2025: uncertainty. Of…
Emphasize value as investors increasingly throw caution to the wind
by Richard Bernstein Advisors Financial plans map out a strategic course to meet an investor’s goals and cash…
How much cash is really on the sidelines?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors The $7 trillion in money market assets is just…
The Morning After: "Ten Quick Investment Thoughts"
by Richard Bernstein Advisors As we have done in the past after a Presidential election, here are ten…
Navigating the tight policy, loose liquidity paradox
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Tight Fed policy doesn't always equate to tight liquidity…
Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
Charts for the beach 2024
by Richard Bernstein, Richard Bernstein Advisors Because there is unprecedented use of the word “unprecedented,” we thought it…
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
Is it time to be max-bullish?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Investors must separate allocation from selection The distinction between…
Something's gotta give
by Richard Bernstein, Richard Bernstein Advisors Financial cycles repeat and current speculation that “this time is different” is…
Richard Bernstein: What goes around comes around
by Richard Bernstein, Richard Bernstein Advisors The Earnings Expectations Life Cycle, developed 30+ years ago, depicts how investor…
US Industrial Renaissance: It’s a matter of national security
by Richard Bernstein Advisors The massive US trade deficit amid accelerating deglobalization provides a powerful investment theme. US…
