June 30, 2022 Economic Outlook: The Inflation Battle Goes Global by Eric Winograd, Adriaan du Toit The global growth outlook has declined as central banks tackle inflation. What signs would point to an eventual rebound for the economy and markets? China, Economics, Emerging Markets, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 Time to Step Back into Investment-Grade Credit by Vivek Bommi, Tiffanie Wong Fundamentals, technicals and valuations collectively provide a rosier-than-expected outlook for investment-grade corporates. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
June 16, 2022 The Fed Makes Inflation Fighting Priority Number One by Eric Winograd The Fed’s aggressive moves to tackle inflation will likely work over time. The cost will be lower economic growth and volatile markets, as investors digest the changing policy stance. Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 09, 2022 Emerging Market Equities: Value Revival Spotlights Recovery Potential by Henry S. D'Auria Despite new challenges in emerging-market equities this year, value stocks have held up relatively well as changing conditions revive dormant recovery potential. China, Emerging Markets, Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 03, 2022 Will Corporate Credits Crack as Growth Slows? by Susan Hutman, Will Smith, Robert Hopper Investors have a lot of worries these days. Should corporate credit fundamentals be among them? Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
June 01, 2022 Ending Negative Rates Brings New Opportunities in Euro Fixed Income Euro fixed-income markets may now be overestimating future euro-area growth and inflation, creating opportunities for active investors. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 17, 2022 High Time for High Income by Gershon Distenfeld, Will Smith AB fixed-income managers discuss strategies for investors seeking higher income in today’s landscape. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 16, 2022 Defensive Equities: Finding Stability in an Unhinged World by Kent Hargis, Sammy Suzuki As a storm of volatility continues to rage in equity markets, here are some strategies that can help investors reduce risk and stay invested through the turbulence. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 10, 2022 Central Banks Face the Growth-Inflation Dilemma by Eric Winograd Major central banks face the challenge of high inflation and slowing growth—most pronounced in the UK. We expect volatile policymaking as officials try and split the difference. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 10, 2022 2Q:2022 Capital Markets Outlook Video by Walt Czaicki Investors today are finding their footing as markets react to geopolitical tensions, inflation and central bank policy shifts. In times of volatility, it’s important to be selective. AB Senior Investment Strategist, Walt Czaicki, identifies some of those select equity and fixed income opportunities. Asset Allocation, Economics, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 03, 2022 Opportunity Opens for Income Investors by Gershon Distenfeld, Matthew Sheridan AB fixed-income managers discuss strategies for income-seeking investors in today’s landscape. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
April 08, 2022 Higher Yields Expand Income Options for Multi-Asset Investors For years, income has been a challenge for many investors, but the yield landscape has improved somewhat since early 2022. Asset Allocation, Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 31, 2022 What If the US Yield Curve Inverts? by Janaki Rao The US Treasury curve is reaching the point of inversion. What does that tell us? Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks