November 29, 2022 Can European Credit Ride Out the Storm? by Vivek Bommi As Europe struggles, it’s no surprise that European credit is out of favor. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks
November 25, 2022 What’s Behind the Drop in Treasury Market Liquidity? by Matthew Scott, AJ Rivers US Treasuries are experiencing a drop in liquidity. What will it take to stabilize this critical market? Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 23, 2022 Three Income Themes for Multi-Asset Investors in 2023 by Karen Watkin, Edward Williams Multi-asset income strategies should feature high-dividend stocks, high-yield credit and global government bonds in 2023. Income, Invest for Efficient Income, Multi-Asset, Rising Rates 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
November 01, 2022 Can Multi-Asset Approaches Balance Sustainable Investing Risks? by David Hutchins, Henry Smith Sustainable investors are aligning themselves with some of the world’s most powerful growth trends—but this approach can inhibit diversification. Multi-Asset, Responsible Investing/ESG, 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 26, 2022 Swap Spread Shift Signals Euro Credit Opportunities Euro swap spreads peaked recently and then fell back sharply. We think this may signal a more favorable phase for euro investment-grade credit. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
October 17, 2022 The View from Muniland: A Light at the End of the Tunnel by Terrance Hults 2022 has been a painful year for muni investors. But now that yields are higher, there are reasons for investors to take heart—and take action. Fixed Income, Municipals, Rising Rates 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 26, 2022 Tackling the Income Problem by Brian Resnick Investors seeking to boost their income generation face a challenge: how to do it while still managing risk? Creating efficient income is the key. Fixed Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks