Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
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...
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…
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…
What does a once-in-a-generation investment opportunity look like?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors A look back at the best trades of the…
4 for '24: Year Ahead Outlook
by Richard Bernstein, Richard Bernstein Advisors 2023 will likely go down in history as a year of extreme…
Global valuations: A rubber band poised to snap
by Matthew Poterba, CFA, Senior Analyst, Richard Bernstein Advisors History shows that returns are greatest when capital is…
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…
