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
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, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
May 11, 2021 Will COVID-19 Accelerate Euro-Area Integration? by 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, Economics, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
February 26, 2021 How Much Further Will US Rates Rise? by Eric Winograd US Treasury yields have surged, buoyed by optimism about economic growth and rising inflation expectations. We think the Fed will push against rates rising too far, too fast. Economics, Fixed Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
February 19, 2021 Muni Credit Plays Defense When Rates Rise As COVID-19 vaccines roll out and resrictions lift, a US economic rebound could lead to tighter Federal Reserve policy and higher yields. Municipal bond investors may worry about how rising yields could hurt their portfolios. Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Low-Yield Environment, Municipals, Rising Rates Likes 0 SHARE Bookmarks
February 11, 2021 Cold Cash? How to Redeploy in Hot Markets by Scott Krauthamer Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery. Active & Passive , Alternatives, Asset Allocation, Equities, Fixed Income, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
February 08, 2021 Will High-Dividend Payers Make a Comeback in 2021? by Karen Watkin Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks. Coronavirus, Invest for Growth, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
January 12, 2021 2021 Outlook: Will Global Credit Be in the Sweet Spot? by Jørgen Kjærsgaard, Tiffanie Wong, Will Smith Credit markets have staged an epic rebound from the depths of March 2020. But in a low-growth, low-yield world, we believe there may be more room to run in 2021. Coronavirus, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
January 05, 2021 2021 Outlook: Bond Investing in the Wake of COVID-19 by Scott DiMaggio, Gershon Distenfeld AB’s Co-Heads of Fixed Income weigh in on systemic risk, areas of opportunity and the hunt for yield in 2021. Coronavirus, Fixed Income, Invest for Efficient Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
December 04, 2020 A Road Map to the Coming US Economic Cycle by Eric Winograd With a greater level of clarity than we’ve had since the COVID-19 pandemic, we’re getting a better sense of how the US economy might shape up over the next few months, into 2022 and beyond. We see three distinct stages over that time frame. Economics, Fixed Income, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
November 30, 2020 Looking Ahead to 2021: Income and Opportunity by Gershon Distenfeld, Matthew Sheridan AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss what the global credit markets may have on offer for 2021. Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
November 27, 2020 Will 2021 Mark the Launch of a Durable Global Recovery? After a difficult winter, we expect the global economy to rebound strongly next year. But structural headwinds remain. Will the post-pandemic bounce trigger a durable and broad-based global reflation? Coronavirus, Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks