September 21, 2021 ECB Strategy: Has the PEPP Had Its Day? by Darren Williams The ECB is likely to announce the end of its Pandemic Emergency Purchase Programme—but what will this mean for euro-area bond yields? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 10, 2021 When Will Inflation Lift Off? by Darren Williams Disruptions and dislocations associated with COVID-19 mean current economic data may not be a reliable guide to the future. But by turning to the past, we find compelling evidence that inflation regime change is accelerating. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 01, 2021 What’s the Policy Playbook for the Inflation Endgame? by Darren Williams A shift in the inflation landscape is underway. But what will the new regime look like? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 19, 2021 Can Advances in Technology Keep a Lid on Inflation? by Darren Williams Technology is advancing at a rapid pace, but will this be enough to offset the impact of a higher-inflation regime? Not necessarily. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 18, 2021 Investing for Efficient Income in the Time of COVID-19 and Beyond by Richard Brink, Walt Czaicki, Brian Resnick Finding income will be a much tougher task for investors in the years ahead, given the likely backdrop of low yields and diminished returns. To be successful, we believe that it’s critical to generate efficient income: maximizing the income produced per each unit of risk. Asset Allocation, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
August 05, 2021 Will Policy Changes Open the Door to Higher Inflation? by Darren Williams As policy priorities change, we believe inflation is on the verge of an important shift higher. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
July 30, 2021 Three Reasons Why Investors Need to Source Income Efficiently by Brian Resnick Yields are low, but the need for income isn’t. Investors willing to expand their horizons should find it worth the effort. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
May 11, 2021 Will COVID-19 Accelerate Euro-Area Integration? by Darren Williams, Nicholas Sanders The political response to the COVID-19 crisis may be positive for the European integration project—and for euro-area bond markets. Coronavirus, Economics, Fixed Income, Low-Yield Environment 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 20, 2021 Will the Hot US Housing Market Continue? by Michael S. Canter, Monika Carlson The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market? Coronavirus, Fixed Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
April 20, 2021 Tackling the Income Problem by Brian Resnick Low rates create a dilemma for income investors—how to generate enough income and manage risk? Creating efficient income is the key. Fixed Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
April 12, 2021 How Rising Rates Benefit Bond Investors Higher bond yields can quickly offset the pain of rising yields. Fixed Income, Low-Yield Environment, Rising Rates 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