November 28, 2022 Global Stocks: Look Beyond Home Base to Find Growth by Dev Chakrabarti Country-specific macroeconomic conditions shouldn’t determine global equity allocations. Look beyond a company’s domicile to find the most promising sources of long-term growth. Currency, Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
November 07, 2022 10 Reasons to Stay Invested in Equities by Chris Marx, David Wong, Robert Milano Despite this year’s market disruptions, there are still good reasons to stay invested in stocks as an integral part of a long-term investment plan. Equities, Inflation, Invest for Growth, Rising Rates, Volatility Likes 0 SHARE Bookmarks
November 07, 2022 The Fed’s Policy-Tightening Cycle: Enter, Phase Two by Eric Winograd The Fed has indicated smaller rate hikes moving forward, but with inflation raging, investors should be prepared for an extended period of restrictive monetary policy. Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
November 04, 2022 Rates and Stocks: How Low Can Valuations Go? History suggests that unless rates rise dramatically from here, valuation compression may have nearly run its course in the US stock market. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 28, 2022 4Q:2022 Capital Markets Outlook Video by Walt Czaicki The central market themes for the year continue to be: inflation, central bank tightening, and expectations of lower economic growth. After a volatile period, where are markets headed from here? AB’s Senior Investment Strategist, Walt Czaicki, reminds investors that investing is a marathon, not a sprint. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 27, 2022 Market Collapse Raises Stakes for Active Equity Investors by Frank Caruso, Chris Kotowicz Are equity valuations attractive today? The answer varies from company to company and will require an active approach to separate winners from losers. Equities, Inflation, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
October 06, 2022 Equity Income: The Dividend Defense Against Inflation by Cem Inal, Dennis Stakhov, Snezhana Otto Dividend-paying stocks offer robust protection from inflation and solid long-term return potential when sourced from the right parts of the market. Equities, Income, Inflation Likes 0 SHARE Bookmarks
October 04, 2022 Equity Outlook: Charting a Course Beyond Uncertainty by Chris Hogbin It’s been another painful quarter in equity markets. How can investors develop conviction in companies in such a tough environment? Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
October 03, 2022 Fixed-Income Outlook: Stormy Weather and Silver Linings by Scott DiMaggio, Gershon Distenfeld It’s been a stormy year for investors, and the forecast calls for more of the same. We address today’s challenges and opportunities and strategies for navigating bad weather. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
September 16, 2022 Europe’s Policymakers Grapple with Soaring Natural Gas Prices by Eric Winograd Europe faces a difficult policy challenge in battling inflation while trying to relieve households and businesses from the pain of costly natural gas. Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
September 13, 2022 Pursuing Inflation Resilience in Multi-Asset Strategies by Caglasu Altunkopru, Aditya Monappa As markets start to price in an inflation inflection point, how can multi-asset investors adapt? Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
August 17, 2022 3Q:2022 Capital Markets Outlook Video by Richard Brink Entering 3Q, a higher headline inflation print pushed an already aggressive US Federal Reserve into overdrive. Markets have responded in kind- fears of a recession have grown, adding pressure to equity valuations and pushing yields higher. AB Chief Market Strategist, Rick Brink, identifies some of those select equity and fixed income opportunities. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks
August 05, 2022 Is Duration Making a Comeback for Multi-Asset Strategies? Changing conditions may warrant adding higher duration assets like treasury bonds, which have typically offered better risk/reward outcomes during economic slowdowns. Asset Allocation, Inflation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks