September 12, 2022 Turning Less into More: Revisiting Equity Risk in a Volatile Year by Kent Hargis, Sammy Suzuki Investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time. Equities, Volatility Likes 0 SHARE Bookmarks
August 25, 2022 What’s up with Short-Maturity High-Yield Bonds? Yield. Usually, shorter-term high-yield debt yields less than longer-term debt. Not today. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
August 05, 2022 Is Duration Making a Comeback for Multi-Asset Strategies? Changing conditions may warrant adding higher duration assets like treasury bonds, which have typically offered better risk/reward outcomes during economic slowdowns. Asset Allocation, Inflation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
August 03, 2022 Sustainable Challenges Sharpen Equity Investing Opportunities by Dan Roarty The investment landscape has been tough for sustainable portfolios this year. But long-term sustainable investing opportunities haven’t gone away. Climate Change, Equities, Invest for Growth, Invest for Purpose, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
July 14, 2022 Three Reasons It’s Time to Add High-Yield Bonds by Will Smith, Gershon Distenfeld With yields today significantly higher than usual, income-seeking investors should seize the opportunity to add high-yield debt to their portfolios. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 13, 2022 Don’t Lose Your Nerve: Four Ways to Reduce Equity Risk by Kent Hargis, Sammy Suzuki These guidelines can help investors frame a defensive strategy for volatile times and bolster confidence to stay in equities through an uncertain period ahead. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 11, 2022 Outlook obbligazionario: a che punto siamo? by Scott DiMaggio, Gershon Distenfeld Avendo percorso una strada lunga e tortuosa, molti investitori percepiscono un po’ di malessere. I nostri co-Head of Fixed Income tracciano la rotta per le obbligazioni. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 07, 2022 3Q22 Equities Outlook by Chris Hogbin Chris Hogbin, AB’s Head of Equities, shares his thoughts on the market outlook amid growing concern about a US economic slowdown. Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 05, 2022 Fixed-Income Outlook: Are We There Yet? by Scott DiMaggio, Gershon Distenfeld It’s been a long and winding road, and most investors are feeling a bit queasy. Our Fixed Income co-heads pull out their road map for bonds. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 05, 2022 Equity Outlook: Bracing for an Economic Slowdown by Chris Hogbin What types of equity strategies can help investors in an economic downturn? Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
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 28, 2022 The One Metric All High-Yield Investors Should Know One simple statistic can help high-yield investors gauge how their bonds may perform down the road. Fixed Income, Income, Invest for Efficient Income, Volatility 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