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Equities/Stocks

Seeing the World Though The Emerging Consumer’s Eyes

Tassos M. Stassopoulos
Portfolio Manager—Global Growth and Thematic

Consumer spending in emerging markets is likely to grow by trillions of dollars in the decades to come, creating compelling opportunities in both emerging- and developed-market stocks. Our grassroots research has convinced us that the emerging consumer investment theme is far broader than the received wisdom suggests.

April 7, 2014

Fixed Income/Bonds

Monetary Policy in Flux

Darren Williams
Senior Economist—Europe
Joseph G. Carson
Director—Global Economic Research

Evolving economic challenges are transforming central banking around the world. The new monetary policy doctrine is likely to put greater emphasis on asset-price developments. But, without a true monetary anchor, central banks could still risk a repeat of the recent boom/bust cycle.

January 8, 2014

Cross-Asset

The Dawn of Molecular Medicine

The Transformation of Medicine and Its Consequences for Investors

Molecular medicine is beginning to transform healthcare: it is already delivering some tangible benefits. We expect dramatic improvements longer term that will extend longevity—and have dramatic investment implications in many sectors, particularly healthcare and technology. Some are already investible.

May 27, 2011

Wealth Planning

Private Foundations and Donor-Advised Funds: Making the Best Use of Your Philanthropic Vehicle(s)

Of the numerous guides comparing private foundations with donor-advised funds, many were created by organizations with a vested interest in one of these structures or the other. We wrote this paper to provide an unbiased comparison that can help you choose the vehicle (or vehicles) that will serve you best.

December 1, 2013

Tax Management

My, What Big Teeth You Have!: Reducing This Year’s Tax Bite

Kathleen M. Fisher
Head, Wealth Management Group; National Managing Director
Paul Robertson
Senior Portfolio Manager
Tara Thompson Popernik
Director of Research—Wealth Management Group

Our latest white paper on taxes, with suggestions on how you might reduce your tax burden this year. With income-tax rates substantially higher in 2013, tax-management strategies are more valuable.

September 23, 2013

Perspectives

Equities/Stocks

The Case for the Dow 20,000

Seth Masters
Chief Investment Officer, Bernstein Global Wealth Management

Individual and institutional investors alike have been shifting their capital from stocks to cash and bonds at a rapid rate in recent years, despite extraordinarily low interest rates. We think that 10 years from now, investors will wish they had stayed in stocks—or added to them.

July 12, 2012

Reserve Bank of New Zealand Rate-Hike Cycle Fully Priced?

Guy Bruten
Manager—Australian Fixed Income Strategy and Research

This week’s lower-than-expected consumer prices data will do little to sway the Reserve Bank of New Zealand (RBNZ) from raising interest rates again next week. But they underscore the fact that a lot of things need to go “right” in order for the RBNZ to deliver the hikes that are already priced. The risk is that they fall short.

April 17, 2014

Asset Allocation/Multi-Asset

Bonds: Using the Full Toolkit

Douglas J. Peebles
Chief Investment Officer and Head—AllianceBernstein Fixed Income
Seth Masters
Chief Investment Officer, Bernstein Global Wealth Management

Core bonds once provided risk mitigation, stability, and income, but they are less versatile today and serve mainly to offset equity risk. In this paper, we discuss an array of supplementary investments that can help investors reach all three of these important goals.

March 12, 2013