Economy

US Economic Growth: A Sustainability Story? - Context

by Equities, AllianceBernstein After an eight-year US economic recovery, many investors are asking whether growth will continue. Beyond…

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...

Income…but at What Cost? - Context

by Morgan Harting, AllianceBernstein There are a lot of suggestions these days about where to get extra income,…

Treasuries Signaling Full-On Inflationary Boom in the US

by Stephen Vanelli, CFA, Knowledge Leaders Capital Ten-year US treasury rates broke out this week on the back…

Should Investors Worry About US Earnings? - Context

by Equities, AllianceBernstein US companies reported stellar first-quarter profits this year. But some investors suspect that earnings growth…

Earnings vs. Rates—The Market Tug of War

Which will prove stronger: uncertainty about rates or confidence in earnings growth? by Joseph V. Amato, President and…

Veronika Hirsch: Has the Bank of Canada been too aggressive with it's tightening?

Veronika Hirsch, Portfolio Manager, Arrow Capital shares her thoughts on the Bank of Canada's monetary policy tightening moves.…

Don't Compare Stocks to GDP

by Brian Wesbury and Robert Stein, First Trust Portfolios LP The bull market in U.S. stocks, which started…

Energy Stocks: A Surprising Defensive Play?

by Kurt Feuerman, Robert Milano, Equities, AllianceBernstein With volatility rising, many equity investors are thinking proactively about downside protection.…