July 06, 2021 Earnings Bounce Poses Quality Test for Equity Investors by Christopher Hogbin With earning rebounding across sectors, investors should lean on quality to find stocks that will perform well in a normalizing world economy. Coronavirus, Equities, Inflation Likes 0 SHARE Bookmarks
June 30, 2021 What Are Bond Investors Thinking? Their Three Top Concerns by Scott DiMaggio, Gershon Distenfeld We address the three most common investor concerns we’re hearing today—inflation, tapering and climate risk. Plus, a bonus worry (if you’re not thinking about this risk, you should be). Fixed Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
June 23, 2021 This Too Shall Pass: The Micro Case for Transitory Inflation by Susan Hutman, Robert Hopper, Eric Winograd The macroeconomic picture suggests the recent uptick in US inflation is temporary. But is it? We dig into the micro data that makes the case. Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
June 18, 2021 Getting Real About Rebuilding Inflation Protection by Vinod Chathlani, Mark Gleason With inflation on many investors’ minds today, thoughts are turning to possible portfolio design adjustments to counter the risk. Based on the dwindling real-asset allocations we’ve seen, we think rebalancing into a diversified exposure to these investments is a good place to start. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
June 10, 2021 Muni Strategies for an Inflationary Climate by Daryl Clements Inflation concerns have many muni bond investors bracing for impact on returns. Inflation-protection strategies can help, but the key is to be thoughtful. Fixed Income, Inflation, Municipals Likes 0 SHARE Bookmarks
May 27, 2021 The Fed Will Likely Taper…but Don’t Expect a Tantrum by Eric Winograd Investors have begun to speculate about when the Fed will start tapering its quantitative easing (QE) asset purchases—we think later this year. But officials have learned from their past mistakes and will likely take steps to avoid a repeat of 2013’s “taper tantrum.” Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 12, 2021 Why Munis Should Hold Their Shine Amid Higher Rates by Daryl Clements Municipal bonds have held up well this year, despite rising interest rates and inflation. Munis’ long-term outlook is strong too. What accounts for their outperformance in today’s environment? Fixed Income, Inflation, Municipals, Rising Rates Likes 0 SHARE Bookmarks
May 11, 2021 Back to Business: Spending Surge Signals Demand by Karen Watkin, David Hutchins Global indicators continue to signal a sharp business recovery from last year’s COVID-19 pandemic lows. While inflation expectations are increasing as a result, business improvements offer multi-asset investors good reasons to remain tilted to equities for the next stage of the recovery. Coronavirus, Economics, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
May 05, 2021 2Q:2021 Capital Markets Outlook Video by Walt Czaicki Although a healthier global economy will likely define 2021, many pieces of the capital markets puzzle require investors’ attention. AB Senior Investment Strategist, Walt Czaicki, reviews risks and opportunities in today’s environment. Asset Allocation, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
April 30, 2021 Inflation? For Muni Investors, the Right Strategy Is Key by Daryl Clements Should municipal bond investors be thinking about inflation protection? Without a doubt. But some inflation strategies are better than others. Choosing the right one could make all the difference. Fixed Income, Inflation, Municipals Likes 0 SHARE Bookmarks
April 06, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 05, 2021 Three Strategies for Navigating Turbulent Bond Markets by Scott DiMaggio, Gershon Distenfeld Worried about rising rates? Inflation keeping you up at night? We’ve identified three strategies that will help keep your portfolio aloft. Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
March 25, 2021 Stocks Can Surmount a Return of Inflation by Walt Czaicki, David Wong As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks