July 20, 2021 Why Investors Shouldn’t Take a Time-Out from High Yield by Will Smith Worried about rising yields? High-yield bond investors should think carefully about whether or not to exit the market. We do the math for possible scenarios. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
July 14, 2021 When Rates Rise, Munis Win Race While Cash Sleeps Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you. Fixed Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
June 30, 2021 What Are Bond Investors Thinking? Their Three Top Concerns by Scott DiMaggio, Gershon Distenfeld We address the three most common investor concerns we’re hearing today—inflation, tapering and climate risk. Plus, a bonus worry (if you’re not thinking about this risk, you should be). Fixed Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
June 03, 2021 What’s Behind the Value-Growth Performance Gap? by Avi Lavi Global value stocks still trade at a near-record discount to growth stocks, even after handily outperforming since November. That’s a huge turnaround after growth stocks had dominated for many years. So what was behind the prolonged winning streak for growth that created today’s extreme valuation gap? Equities, Rising Rates Likes 0 SHARE Bookmarks
May 27, 2021 The Fed Will Likely Taper…but Don’t Expect a Tantrum by Eric Winograd Investors have begun to speculate about when the Fed will start tapering its quantitative easing (QE) asset purchases—we think later this year. But officials have learned from their past mistakes and will likely take steps to avoid a repeat of 2013’s “taper tantrum.” Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 12, 2021 Why Munis Should Hold Their Shine Amid Higher Rates by Daryl Clements Municipal bonds have held up well this year, despite rising interest rates and inflation. Munis’ long-term outlook is strong too. What accounts for their outperformance in today’s environment? Fixed Income, Inflation, Municipals, Rising Rates Likes 0 SHARE Bookmarks
May 06, 2021 Value Stocks—Still Plenty of Fuel in the Tank by Avi Lavi After a strong rally for value stocks in recent months, some investors are wondering if the rebound will continue. We think several forces are unfolding that should support a continued value resurgence as the world emerges from the ravages of the pandemic. Coronavirus, Equities, Rising Rates 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 06, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility 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