Opportunities in fixed income
by Richard Bernstein, Richard Bernstein Advisors In contrast to earlier this year when 10-year Treasury yields were hovering…
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...
Is investing really this easy?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors At the start of the bull market, nobody wanted…
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…
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
One for Millennials and Gen Z
by Richard Bernstein, Richard Bernstein Advisors I was 25 years old in 1984 and had finally saved enough…
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…
How are new bulls born?
by Dan Suzuki, CFA, Deputy CIO Characteristics of a new bull market It has been over seven months…
Defaults accelerating: Beware the coming credit crunch
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors A quick PSA from RBA: Beware of the…
The seesaw becomes extreme
by Richard Bernstein Advisors We’ve described the past several years’ stock market as a seesaw in which the…
Is the safe haven still safe?
by Richard Bernstein, Richard Bernstein Advisors Treasury bonds have long been considered the financial markets’ “safe haven” asset.…
