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 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
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
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 What If the US Yield Curve Inverts? 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
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 22, 2022 Looking Beneath the Turmoil in European Equity Markets by Andrew Birse A closer look at sector and industry performance in European stock markets can help guide investors through these uncertain times. Equities, Inflation, Invasion of Ukraine, Volatility Likes 0 SHARE Bookmarks
March 17, 2022 Fed Ready to Tighten the Screws on Inflation by Eric Winograd With inflation more intense and entrenched, the Federal Reserve has made it clear that it intends to respond with tighter monetary policy, which the US economy should be able to withstand. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 16, 2022 ECB’s Surprise Taper Decision Comes with Economic Risk by Eric Winograd The European Central Bank’s surprise decision to accelerate its tapering plan is intended to strike a middle ground. In our view, it also increases the downside risk for the euro-area economy. Economics, Fixed Income, Inflation, Invasion of Ukraine, Rising Rates Likes 0 SHARE Bookmarks
March 09, 2022 Inflation TIPS for Fixed-Income Investors The nature of inflation is changing. How should bond investors adapt? Inflation, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks