January 26, 2022 Shifting Monetary Policy and the Equity Investing Dilemma by Mark Phelps, Dev Chakrabarti The evolving environment reinforces the strategic importance of identifying quality companies with clear advantages for tricky times. Active & Passive , Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 21, 2022 Finding Profitable Growth in Shaky Markets by Vinay Thapar, John Fogarty In today’s rapidly changing market conditions, identifying companies with the right characteristics is a strategic necessity. Equities, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2022 US Stocks: Enduring Advantages for Testing Times by James T. Tierney, Jr., Kurt Feuerman Solid earnings growth and high profitability underpin the benefits of US stocks, even in a tougher environment during 2022. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 07, 2022 Municipal Bond Outlook: Navigating Headwinds in 2022 by Daryl Clements, Terrance Hults, Matthew Norton From inflation to rising rates to taxes, muni investors will face challenges in 2022. The right approach can help them meet their goals. Fixed Income, Income, Inflation, Invest for Efficient Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 04, 2022 Fixed-Income Outlook 2022: Handle with Care by Scott DiMaggio, Gershon Distenfeld Our Fixed Income Co-Heads survey the market landscape for 2022—and provide strategies for making the most of it. China, Fixed Income, Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
January 04, 2022 Equity Outlook: Get Ready for Another Year of Surprises by Chris Hogbin Our Head of Equities sizes up the global market outlook for 2022 and explains how investors can prepare for uncertainties ahead. Coronavirus, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 03, 2022 Why High-Yield Investors Are Rooting for Rates to Rise by Will Smith For high-yield investors, rising yields means declining credit risk and higher reinvestment rates—what’s not to like? Fixed Income, Income, Invest for Efficient Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
December 18, 2021 Central Banks Push the Levers Toward Tighter Monetary Policy by Eric Winograd Coronavirus, Economics, Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
December 16, 2021 Fed Accelerates Rate Hike and Taper Game Plan by Eric Winograd The Fed announced accelerated plans to taper asset purchases and hike short-term interest rates. Markets weren’t particularly surprised, but it’s a major policy adjustment for the central bank. Coronavirus, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
December 06, 2021 Fixed-Income Opportunities in 2022 by Matthew Sheridan The coming year will present its share of challenges. Here’s why we’re optimistic. China, Emerging Markets, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
December 01, 2021 Rethinking High Yield by Will Smith Most investors own too little high-yield debt. Here’s how to correct that. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks
November 09, 2021 The Fed Taper Is Here…Now, What About Rate Hikes? by Eric Winograd The Federal Reserve kicks off its taper of US asset purchases later this month. But there’s a meaningful gap between the market’s inflation anxiety and the Fed’s wait-and-see approach to what it still views as a transitory challenge. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
November 09, 2021 4Q:2021 Capital Markets Outlook Video by Walt Czaicki The strong economic and market trends of the first half of 2021 wavered during the third quarter. As investors consider year-end portfolio adjustments, they face an increasingly challenging investment landscape. AB Senior Investment Strategist, Walt Czaicki, reviews our advice. Asset Allocation, Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks