May 04, 2022 An Investor’s Guide to Evolving Supply Chains by Erik Turenchalk, James MacGregor How can investors identify companies that can adapt their processes to compete in a less globalized world? Equities, Invasion of Ukraine Likes 0 SHARE Bookmarks
April 08, 2022 How Synthetic Biology Can Help Fix the Supply Chain Crisis by Edward Bryan Can solutions to supply chain disruptions be found in a fermentation tank? The crisis could accelerate the adoption of synthetic biology to ensure sustainable supply of many products. Equities, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 08, 2022 Cómo la biología sintética puede ayudar a solucionar la crisis de la cadena de suministro by Edward Bryan Equities, Invasion of Ukraine, Responsible Investing/ESG 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 30, 2022 Can the World Live Without Russian Oil? by Jeremy Taylor, Luke Pryor Expanding and enforcing an oil embargo will have wide-ranging consequences—on all sides. Economics, Equities, Invasion of Ukraine Likes 0 SHARE Bookmarks
March 28, 2022 ESG Angles: The Case for Energy and Defense Stocks by Kurt Feuerman, Anthony Nappo As attitudes shift on ESG issues, investors should look for responsible companies that can contribute to the West’s quest for energy independence and military deterrence. Equities, Invasion of Ukraine, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 24, 2022 Could the Ukraine Conflict Overwhelm Europe’s Banks? Russia’s invasion will inevitably impact Europe’s banks. But we believe a sell-off in European banks’ bonds could create some opportunities. Fixed Income, Invasion of Ukraine 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 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 16, 2022 China Faces Challenges on Three Fronts by Brad Gibson, Ian Chen, Hua Cheng Investors fret as China contends with Russia, negative headlines around its property sector, and a spike in COVID-19 infections. China, Coronavirus, Economics, Emerging Markets, Fixed Income, Income, Invasion of Ukraine, Volatility 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