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…
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…
How to avoid another lost decade in equities
by Richard Bernstein Advisors The current speculative environment seems to increasingly resemble the Technology Bubble of 1999/2000. Leadership…
Extending time horizons is critical to building wealth
by Richard Bernstein, Richard Bernstein Advisors The basic tenets of building wealth, like having a well-diversified portfolio with…
2024 Fixed Income: Don't be a hero
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors In what was supposed to be the “year…
4 for '24: Year Ahead Outlook
by Richard Bernstein, Richard Bernstein Advisors 2023 will likely go down in history as a year of extreme…
Magnificence beyond the Magnificent 7
by Richard Bernstein, Richard Bernstein Advisors Whether famous or infamous, the Magnificent 7 stocks have been 2023’s stock…
A once-in-a-generation opportunity
by Richard Bernstein, Richard Bernstein Advisors The current economic dispute is whether the economy will have a hard…
Opportunities in fixed income
by Richard Bernstein, Richard Bernstein Advisors In contrast to earlier this year when 10-year Treasury yields were hovering…
Is investing really this easy?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors At the start of the bull market, nobody wanted…