June 30, 2022 Economic Outlook: The Inflation Battle Goes Global by Eric Winograd, Adriaan du Toit The global growth outlook has declined as central banks tackle inflation. What signs would point to an eventual rebound for the economy and markets? China, Economics, Emerging Markets, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 16, 2022 The Fed Makes Inflation Fighting Priority Number One by Eric Winograd The Fed’s aggressive moves to tackle inflation will likely work over time. The cost will be lower economic growth and volatile markets, as investors digest the changing policy stance. Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 01, 2022 Ending Negative Rates Brings New Opportunities in Euro Fixed Income Euro fixed-income markets may now be overestimating future euro-area growth and inflation, creating opportunities for active investors. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 16, 2022 Defensive Equities: Finding Stability in an Unhinged World by Kent Hargis, Sammy Suzuki As a storm of volatility continues to rage in equity markets, here are some strategies that can help investors reduce risk and stay invested through the turbulence. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 10, 2022 Investing for Growth in a Decelerating World Economy by Dev Chakrabarti, James T. Tierney, Jr. In a tougher economic environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings. Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
May 10, 2022 Central Banks Face the Growth-Inflation Dilemma by Eric Winograd Major central banks face the challenge of high inflation and slowing growth—most pronounced in the UK. We expect volatile policymaking as officials try and split the difference. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 10, 2022 2Q:2022 Capital Markets Outlook Video by Walt Czaicki Investors today are finding their footing as markets react to geopolitical tensions, inflation and central bank policy shifts. In times of volatility, it’s important to be selective. AB Senior Investment Strategist, Walt Czaicki, identifies some of those select equity and fixed income opportunities. Asset Allocation, Economics, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 19, 2022 Materie prime: la parola d’ordine è “equilibrio” by Vinod Chathlani, Mark Gleason Con l’inflazione sui massimi degli ultimi 40 anni, gli investitori sono alla ricerca di asset che possano smorzarne gli effetti. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
April 04, 2022 Equity Outlook: War Intensifies Inflation Test for Investors by Chris Hogbin While the conflict has created many uncertainties, the impact of persistent inflation will be the dominant influence for equity investors through 2022 and beyond. Equities, Inflation, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
April 04, 2022 Fixed-Income Outlook: Bond Investing in a Fractured World by Vivek Bommi, John Taylor AB thought leaders unpack the latest global events and share what it all means for bond investors. Economics, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
April 01, 2022 Fixed-Income Outlook: Look to the Horizon in Stormy Seas by Scott DiMaggio, Gershon Distenfeld Active bond investors can rise to the challenges of today’ environment. Here’s how. China, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
March 31, 2022 Balance Is the Watchword with Commodities Exposure by Vinod Chathlani, Mark Gleason Recent forces have made a broad group of commodities attractive. But risk and return patterns vary widely, so the key to commodities exposure is accessing opportunities in a diversified mix. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
March 31, 2022 What If the US Yield Curve Inverts? by Janaki Rao The US Treasury curve is reaching the point of inversion. What does that tell us? Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks