Section
Economy
4457 posts
Four Reasons Why It’s Time to Get Real About Inflation - Context
by Vinod Chathlani, AllianceBernstein With the global economy moving into its late-cycle stages, we think it’s a good…
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...
Small-Cap Stocks: What’s Really Driving Returns? - Context
by Equities, AllianceBernstein US small-cap stocks have delivered strong returns in recent years. But value stocks have lagged…
How to Avoid the Private Equity Liquidity Trap - Context
by Equities, AllianceBernstein Private equity funds continue to attract interest, despite rising deal valuations and high levels of…
Global Economic Perspective: June
by Christoper Molumphy, CFA, et al, Franklin Templeton Fixed Income Group US Economy’s Fundamentals Remain Strong, but Potential…
Tightrope Walking
by Scott Brown, Ph.D, Raymond James As expected, the Fed raised short-term interest rates following the June 12-13…
Emerging Markets: Diminishing Risks vs. Headline Fears - Context
by Equities, AllianceBernstein Fears of new threats to emerging markets have cooled stock returns after two years of…
Time To Not Freak Out About Debt Again
by Urban Carmel, The Fat Pitch Summary: Debt is a perennial worry. It's a natural human tendency is to think…
Threats Become Real
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Strong growth and employment reports affirm Northern…
Roman Roulette
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Governmental instability is not a new experience…
The Imminent Onset of a Recession is Unlikely
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point…
Money is still cheap enough to support stocks
by Russ Koesterich, Portfolio Manager, Blackrock Investments Is the era of easy financial conditions over? Not yet, says…
David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada,…
Som Seif: How Has Q1's Volatility Changed Your Investment Outlook?
Som Seif, CEO, Purpose Investments discusses how the much discussed return of volatility has changed his investment outlook,…
Will China Export Volatility as Equity Markets Open? - Context
by Equities, AllianceBernstein China’s markets are opening to the world—but be aware of the potential for unintended consequences.…
Beyond the FAANGs: Technology Stocks and Downside Protection
by Kent Hargis, Chris Marx, Sammy Suzuki, AllianceBernstein Equities, AllianceBernstein Technology stocks are widely seen as powerful return drivers—with…
