March 15, 2022 SFDR Unpacked: What to Look for in Article 8 and 9 Portfolios by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 15, 2022 Desentrañar SFDR: Qué buscar en las carteras del Artículo 8 y 9 by Michelle Dunstan, Amelia Sexton There are no shortcuts to creating ESG-focused portfolios that comply with regulation and investor expectations. Equities, Fixed Income, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 11, 2022 The Long View: Russia-Ukraine War Has Lasting Implications for Investing by Chris Hogbin, Scott DiMaggio, Gershon Distenfeld Russia’s invasion of Ukraine has shaken up broad issues that shape our analysis of asset classes and securities. Here’s what our investment teams are beginning to assess. Emerging Markets, Equities, Fixed Income, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 02, 2022 Investors Go Salmon Fishing with Climate Scientists by Sara Rosner The intersection of climate science and investment discipline can uncover new climate-change insights that can ultimately drive better investment decisions. Climate Change, Equities, Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 01, 2022 Four Counterpoints to ESG Investing Critics by Dan Roarty Recent prominent media articles have warned of an ESG bubble and criticized sustainable portfolios for being ineffective as agents of change. We think the critics have missed the point. Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 18, 2022 Value Stocks: Inflation Wave Adds Fuel to Recovery by Avi Lavi Mounting inflation and rising interest rates are creating conditions for a broader value recovery, particularly for companies with solid business fundamentals. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
February 16, 2022 Inflation Protection: Weighing Your Options by Richard Brink Given the dominance of inflation in today’s capital markets discussion, AB’s market strategist evaluates the effectiveness of inflation protection options. Asset Allocation, Equities, Fixed Income, Inflation Likes 0 SHARE Bookmarks
February 09, 2022 Finding the Middle Path in Extreme Equity Markets by Kent Hargis, Sammy Suzuki For investors seeking more stable equity allocations, stocks with high-quality features and reasonable valuations can help portfolios cope with volatility. Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
February 08, 2022 Emerging Market Equities: Four Reasons for Optimism in 2022 by Henry S. D'Auria, Sergey Davalchenko, Sammy Suzuki With vaccinations up and more economies on the mend, emerging markets are poised to put a tough 2021 in the rearview. China, Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
February 02, 2022 Five Ways Technology Companies Offer Inflation Protection by Dev Chakrabarti, Michael Walker Technology has been considered a long-term deflationary force in the economy. But things are changing. Equities, Inflation, Tech & Innovation Likes 0 SHARE Bookmarks
January 27, 2022 Equity Market Correction Opens Door for Quality Recovery by Chris Hogbin Stock market declines in January have been unsettling, but may pave the way to a healthier recovery in which companies with high-quality, sustainable businesses can stand out. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 26, 2022 Shifting Monetary Policy and the Equity Investing Dilemma by Mark Phelps, Dev Chakrabarti The evolving environment reinforces the strategic importance of identifying quality companies with clear advantages for tricky times. Active & Passive , Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 24, 2022 A Healthier Approach to Healthcare Companies by Vinay Thapar Investors who look for strong business characteristics can find exciting opportunities—across the healthcare continuum and around the world. Equities, Invest for Growth Likes 0 SHARE Bookmarks