Refine Search

Search Results

Results 1,351–1,400 of 1,861 found.

Clinton and Trump: Assessing the Economic Policy Visions
by Joseph Carson of AllianceBernstein, 10/13/16

Both US presidential candidates—Hillary Clinton and Donald Trump—have presented their economic proposals to voters. How could each of these platforms impact the US economy—if they come to pass?

Hedged Global Bonds Protect and Provide
by Erin Bigley of AllianceBernstein, 10/11/16

Worried about heightened market volatility? It’s true that there are some known unknowns ahead: US elections, earnings season, Deutsche Bank, a potential interest-rate hike.

Playing It Safe or Playing with Fire?
by Avi Lavi, David Dalgas of AllianceBernstein, 10/7/16

When equity investors chase what’s hot, it often ends in tears. Today, the safety trades that have been so popular earlier this year are actually looking quite dangerous.

Will Mortgage Bonds Be the Next Disaster—Again?
by Gershon Distenfeld, Michael Canter of AllianceBernstein, 10/6/16

For some investors, any mention of US mortgages takes them back to the dark days of 2008. But today’s mortgage bonds aren’t the devils some market participants make them out to be.

Municipal Impact: Unpacking the Candidates’ Tax Plans
by Daryl Clements of AllianceBernstein, 10/5/16

Trump? Clinton? We won’t call it. But we do have thoughts on the effect of the candidates’ proposals on the tax-exempt municipal bond market.

Emerging Urbanites Reshape Rural Consumer Demand
by Liliana Castillo Dearth, Denise Boynton of AllianceBernstein, 9/29/16
As emerging markets urbanize, newcomers to the city change their lifestyles and consumption habits. But what about those who stay behind? Urban influencers are bringing the city to the village, and creating opportunities for businesses and investors.

Worried About Volatility? Go Global (Bonds)
by Team of AllianceBernstein, 9/28/16
Investors worried about interest-rate volatility should think hard about their commitment to the US bond market. And not just because US rates are poised to rise.

Alpha and Beta: Getting the Balance Right with Alternatives
by Richard Brink of AllianceBernstein, 9/27/16
Gaining more in up markets than you lose in down markets is at the heart of success in alternative investments. It’s not magic—the secret is an effective blend of market and nonmarket returns.

A Sensible Diet for Safety Seekers
by Kent Hargis, Sammy Suzuki, Chris Marx of AllianceBernstein, 9/26/16
Investors have been binging on richly valued high-dividend-yielding stocks and other bond-proxy equities for the past year. We think it’s time for an intervention.

From Bricks to Deposits: Transforming Emerging-Market Savings
by Henry D'Auria, Vivian Lubrano of AllianceBernstein, 9/23/16
A drive down a dusty road outside Cholula, Mexico, quickly reveals residents’ preferred means of savings: piles of bricks and cement bags in their backyards. But change is afoot. Innovative companies are helping pave the road to global financial inclusion.

At Crossroads, China’s Reforms Stall
by Brad Gibson, Jenny Zeng, Anthony Chan of AllianceBernstein, 9/22/16
Issues coming to a head in China’s corporate sector require its government to decide how much freedom to allow the markets and private business. The risk? That policymakers will duck the issues, leaving the economy to drift.

EM Game Changers: From Copycats to Top Dogs
by Sammy Suzuki of AllianceBernstein, 9/21/16
In this new era of emerging-market (EM) investing, some of the brightest opportunities can be found among market followers rather than market leaders—that is, companies that are often dismissed by developed-world investors as mere “copycats.”

Antidote to Flint: Tapping the Bond Market to Solve Water Issues
by Erin Bigley, Eric Glass of AllianceBernstein, 9/20/16
A contaminated water crisis in Flint, Michigan, is a painful reminder of why America’s aging water infrastructure needs an update. Green bonds may provide a cost-effective way for governments to act and an opportunity for environmentally conscious investors.

Fed Frenzy Distracts Investors from Fundamentals
by James Tierney, Jr. of AllianceBernstein, 9/19/16
US stocks have been volatile recently as investors try to decipher the Fed. But chasing monetary policy winds isn’t a good investing strategy. Recent market trends indicate that company fundamentals are a better guide to equity returns.

Investing and the Elephant in the Low-Growth Room
by Sammy Suzuki, Kent Hargis, Chris Marx of AllianceBernstein, 9/16/16
The global economy is stuck in low gear, signaling more years of subpar yields and risk-on/risk-off market skirmishes. So we offer some ideas on how equity investors can get their portfolios battle ready.

The One Statistic Every Bond Investor Should Know
by Ashish Shah, Scott DiMaggio of AllianceBernstein, 9/15/16
If you’re a passive fixed-income investor trying to make sense of last Friday’s sell-off, the one statistic you must check—and now—is the average duration of your portfolio.

Can We Afford a Housing Boom?
by Michael Canter, Matthew Bass of AllianceBernstein, 9/13/16
The US housing market is healthy, but some market participants worry it may be starting to heat up too much. We think that’s a mistake—and an opportunity. That’s because mortgages today have little in common with the risky loans made before the housing crisis.

Brexit: Was it Just a Nasty Dream?
by Darren Williams of AllianceBernstein, 9/12/16
Recent data suggest the British economy is weathering the fallout from the referendum vote better than almost anybody expected. This reduces the likelihood of more monetary policy easing this year, taking some pressure off the pound.

Reemerging Markets: Investing in a Developing Recovery
by Morgan Harting, Shamaila Khan, Laurent Saltiel, Sammy Suzuki of AllianceBernstein, 9/9/16
There’s a new buzz sweeping through emerging markets. Fundamentals are improving and valuations look attractive. Returns and flows are showing signs of life. For investors who have been underweight, developing-world assets now look very tempting.

Target-Date Fund Diversification: Don’t Settle for Simple
by Richard Davies of AllianceBernstein, 9/8/16
Plain-vanilla portfolios have become a major presence in the target-date world after a difficult period for diversification. We don’t think it’s a good idea to bet that plain and simple will continue to win.

Five Sparks to Ignite Global M&A
by Mark Phelps, Dev Chakrabarti of AllianceBernstein, 9/6/16
It’s been a relatively quiet year for global M&A so far, despite a couple of mega deals. But we think several trends are unfolding that could spark an increase in dealmaking during the coming months.

Investing With Impact in Emerging-Market Equities
by Henry D'Auria, Ted Mann of AllianceBernstein, 9/2/16
Emerging markets are beginning to attract attention after five tough years. Beyond the return potential, there’s another less-known benefit: investing in stocks can help improve the lives of underprivileged people across the developing world.

What Are Investors Overlooking? It Could Be Higher Inflation
by Vinod Chathlani of AllianceBernstein, 9/1/16
Conditions seem ripe for higher inflation in some developed countries, but markets have yet to price this in. It may be time for investors to consider how rising prices would affect their portfolios.

Rising Above Europe's Sinking Bond Yields
by John Taylor of AllianceBernstein, 8/31/16
Europe’s fastest growing asset class is negative-yielding debt. This is tough on anyone relying on bond investments to supply steady income. But there’s still plenty of positivity outside the most expensive bonds.

Take the Blinders Off Your Risk-Management Strategy
by Martin Atkin of AllianceBernstein, 8/30/16
Investors in many risk-managed strategies may be wondering why performance has trailed the benchmark over the past 12 months. Our question would be: is the approach broad enough?

Why Global Bonds? This.
by Team of AllianceBernstein, 8/29/16
Hedged global bonds captured 96% of US bonds’ positive returns over the last 25 years. And, they preserved more capital during down periods, with a down capture of just 65%. Worried about negative rates abroad? Hedging into dollars boosts low and negative yields into competitively positive ones.

Yellen's Jackson Hole Remarks Make US Rate Hike More Likely
by Joseph Carson of AllianceBernstein, 8/26/16
When US Federal Reserve Chair Janet Yellen spoke at the Jackson Hole Symposium this morning, she was unusually direct on the stronger case for a September rate hike.

Stressed? A Low Volatility Strategy May Help
by Gershon Distenfeld, Ivan Rudolph-Shabinsky of AllianceBernstein, 8/23/16
Investing means taking calculated risks, but nobody should have to lose sleep over it. If your portfolio is keeping you up nights, it may be time to consider a low-volatility strategy.

At Crossroads, China's Reforms Stall
by Brad Gibson, Jenny Zeng, Anthony Chan of AllianceBernstein, 8/22/16
Issues coming to a head in China’s corporate sector require its government to decide how much freedom to allow the markets and private business. The risk? That policymakers will duck the issues, leaving the economy to drift.

South Africa: Democracy Delivers
by Markus Schneider of AllianceBernstein, 8/19/16
South Africa’s recent local elections proved remarkable in an emerging-market context. They show the country is embracing political change via the ballot box just as peaceful democracy faces fresh challenges in other EM countries.

China's Growth: Warning Signs Increase
by Anthony Chan of AllianceBernstein, 8/17/16
China’s July economic activity data was alarmingly sluggish—reinforcing our cautious view on China’s growth. For investors who think the Chinese economy is stabilizing, July’s warning signals may serve as a wake-up call and, we believe, could trigger a repricing of China risk.

Emerging-Market Benchmarks Miss the Mark
by Laurent Saltiel of AllianceBernstein, 8/15/16
Emerging-market stocks are attracting attention, having surged by 15.2% this year through August 9, outperforming developed-market stocks. Yet investors who seek to increase exposure by buying a benchmark may miss out on some of the best opportunities.

Avoiding the Traffic Jam in High-Dividend Stocks
by James T. Tierney, Jr., Dan Roarty, Frank Caruso of AllianceBernstein, 8/9/16
Many investors are seeking safety in higher-yielding dividend stocks. But what if they all change their minds at once? We think there are better ways to invest in equities without getting stuck in a traffic jam.

"Co-Fiduciary" Could make DC Plan Sponsors "Co-Defendants"
by Karen Scheffler of AllianceBernstein, 8/4/16
The new Fiduciary Rule from the US Department of Labor (DOL) primarily affects financial advisors. But DC plan sponsors also face added responsibilities: some plan provider services may unexpectedly create a co-fiduciary status for plan sponsors that they didn’t have before.

Look Beyond the GAAP
by Joseph Paul of AllianceBernstein, 8/4/16
Is the rising tide of US companies touting adjusted (or non-GAAP) earnings in recent quarters a danger for equity investors? Not necessarily. You’ve got to dive deeper into the details.

Taking Stock of the Commodities Rally
by Michelle Dunstan, Henry D'Auria of AllianceBernstein, 8/3/16
This year’s impressive commodity run has delivered big rewards to investors in energy and metals/mining stocks. But is this a sustainable rally, or just a dead-cat bounce?

For Many High-Yield Issuers, Cheap Oil is Good News
by Gershon Distenfeld of AllianceBernstein, 8/2/16
Who’s helped by low oil prices? When it comes to high-yield issuers, the answer is simple: most of them.

Are Oil-Producing States Still Feeling the Pinch?
by Joseph Rosenblum, Richard Schwam of AllianceBernstein, 7/28/16
It’s been nearly two years since oil prices began their historic collapse. Now that prices have stabilized, how have the hardest-hit areas held up? And what should investors consider when assessing a municipal bond’s oil risk?

Emerging-Market Game Changers: Diaper Wars in China
by Sammy Suzuki of AllianceBernstein, 7/27/16
The Chinese craze for pricey Japanese-made diapers may change the way you think about investing in developing economies. It’s just one of the many enduring trends we see incubating the next generation of emerging-market winners.

Checkup Time for Healthcare Stocks
by James Tierney, Jr. of AllianceBernstein, 7/26/16
US healthcare stocks have been in the eye of a market storm. After a year of turmoil and declines, we believe equity investors should take a fresh look at this unloved sector.

Is It Too Late to Drill for Oil Shares?
by Tawhid Ali, Jeremy Taylor of AllianceBernstein, 7/21/16
As the oil price recovered from multiyear lows, shares of energy companies rebounded. But it’s not too late to invest. We think some large integrated companies can still improve efficiency.

Headwinds to US Earnings Growth Abate
by Joseph Paul of AllianceBernstein, 7/20/16
The US stock market has gone nowhere for the past 15 months, with plenty of volatility along the way, as the Display below shows. To a large extent, the flat market reflects flat earnings, which peaked at the end of 2014 and have declined modestly since then. But we think the headwinds to US earnings growth are abating.

Heed the New Climate-Change Calculus
by Rajeev Eyunni, Akhil Kapoor, David Wheeler of AllianceBernstein, 7/18/16
The United Nations climate accord signed in Paris last December committed 195 countries to the first universal agreement to dramatically rein in greenhouse gases. We think it’s reckoning time for investors.

Looking for Stable Income? Consider US Real Estate
by Gershon Distenfeld of AllianceBernstein, 7/15/16
Earning investment income today is tough—and it’s probably going to stay that way. But there are opportunities in less traveled parts of the bond market. And they’re not as risky as you might think.

Cash Flow or Liquidity? Unlocking Private Credit
by Matthew Bass of AllianceBernstein, 7/14/16
Investors worried about locking up their capital for too long in private-credit investments may be missing the big picture: the higher-yielding cash flow they receive via private-credit distributions is, in fact, a form of liquidity.

Brexit Volatility Highlights China Appeal
by Brad Gibson of AllianceBernstein, 7/13/16
The widespread financial-market volatility that followed the Brexit referendum highlighted the relative attractiveness of a bond market many investors have yet to discover—China.

Municipals: Safe Port in a Storm
by Guy Davidson of AllianceBernstein, 7/11/16
In an uncertain world, safety is in high demand. US municipals benefited from Britain’s contentious vote to exit the European Union. Could anything knock them off course?

European Banks Respond to Pressures at the Margin
by Steve Hussey of AllianceBernstein, 7/7/16
ECB policy is challenging European banks’ traditional business models. Could this force a radical shake-up of regional banking? And, if so, will some banks flourish, while others flounder?

How to Stay Afloat in Choppy High-Income Markets
by Gershon Distenfeld of AllianceBernstein, 7/6/16
Brexit has made at least one thing certain: markets are in for a stormy summer. Even so, there are steps that investors who rely on fickle global credit markets for income can take to stay afloat.

Investing in Europe Amid Brexit Uncertainty
by John Taylor, Tawhid Ali of AllianceBernstein, 6/30/16
European markets are still digesting the shock result of the UK’s Brexit referendum. How should investors in European fixed income and equity markets navigate the turmoil?
Results 1,351–1,400 of 1,861 found.