Can you have your cake and eat it too?
byĀ Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
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...
Richard Bernstein: Charts for the beach (08/14/2025)
by Richard Bernstein, Richard Bernstein Advisors Itās been a hot summer in New York City, and the markets…
Speculators should be wary. Investors should be licking their chops.
by Richard Bernstein, Richard Bernstein Advisors There have been two times in my career when speculation ran rampant,…
A bird in the hand...
by Richard Bernstein, Richard Bernstein Advisors Dating back to medieval falconry, the proverb āa bird in the hand…
The Mag 7 becomes the Mid 7
by Richard Bernstein, Richard Bernstein Advisors Our groundbreaking research in 1995 showed that style, size, quality, and sector…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called āNavigate the Noiseā that…
When certainty is scarce...
byĀ Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Fixed income investors value certainty above all else. Certainty brings confidence…
Sound Bites for Client Discussions
by Richard Bernstein, Richard Bernstein Advisors Uncertainty is the word of the day, and the marketās volatility is…
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…
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 investorās 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…
