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…
March 21, 2024
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…
February 21, 2024
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…
January 31, 2024
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…
January 22, 2024
4 for '24: Year Ahead Outlook
by Richard Bernstein, Richard Bernstein Advisors 2023 will likely go down in history as a year of extreme…
December 21, 2023
Magnificence beyond the Magnificent 7
by Richard Bernstein, Richard Bernstein Advisors Whether famous or infamous, the Magnificent 7 stocks have been 2023’s stock…
November 28, 2023
A once-in-a-generation opportunity
by Richard Bernstein, Richard Bernstein Advisors The current economic dispute is whether the economy will have a hard…
October 31, 2023
Opportunities in fixed income
by Richard Bernstein, Richard Bernstein Advisors In contrast to earlier this year when 10-year Treasury yields were hovering…
October 19, 2023
Is investing really this easy?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors At the start of the bull market, nobody wanted…
October 10, 2023
Investors’ shift from fear to greed presents historic opportunities
by Richard Bernstein, Richard Bernstein Advisors We started RBA in 2009 primarily because we thought the US stock…
October 4, 2023
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
August 10, 2023
One for Millennials and Gen Z
by Richard Bernstein, Richard Bernstein Advisors I was 25 years old in 1984 and had finally saved enough…
August 2, 2023
It’s simple speculation, not a preference for quality
by Richard Bernstein Advisors Many stock market observers have commented regarding the market’s narrow leadership. This is a…
July 5, 2023