November 18, 2021 Implications of higher inflation for Australian equities by Roy Maslen Over the last 80 years, the largest Australian equity corrections have been caused by inflation. With the recent US inflation scare and the highest inflation outlook for 20 years, Roy Maslen, AB Chief Investment Officer—Australian Equities, looks at what the implications could be this time around. Equities, Volatility Likes 0 SHARE Bookmarks
November 11, 2021 Quality Businesses for Normal and Extreme Times by Vinay Thapar Capital efficient companies that are reinvesting profits back into the business have clear advantages in today’s unpredictable markets. Equities, Inflation, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
October 28, 2021 A Flexible Approach to Equity Investing by Kurt Feuerman Equity strategies that can lean toward value or growth can be very effective when style return patterns are volatile. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
October 22, 2021 For the Global Economy, It’s Next Stop…Policy Normalization by Eric Winograd Major central banks seem ready to head back toward normal policy settings, given the economic rebound from the pandemic and an accompanying inflation surge. Global financial markets may be choppier as a result, but monetary policy will remain accommodative for some time—and the underlying growth outlook is strong. Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Know Your Investment Edge in Uncertain Markets by Chris Hogbin Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities. Active & Passive , Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Fixed Income, Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
September 24, 2021 Could Evergrande Become China’s Lehman Brothers? Probably Not. by Brad Gibson, Jenny Zeng, Jonathan Liang Investor fears have spread beyond Evergrande, causing bond prices to fall across China’s property sector. Here’s why we don’t think Evergrande’s woes herald a systemic crisis. China, Economic Outlook, Emerging Markets, Fixed Income, Income, Volatility Likes 0 SHARE Bookmarks
August 31, 2021 Finding Defensive Stocks Ripe for Recovery by Kent Hargis, Sammy Suzuki, Ian McNaugher Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal? Active & Passive , Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
April 06, 2021 Global Equities: Reviewing the Risks to Recovery by Chris 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, Invest for Growth, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
February 11, 2021 Cold Cash? How to Redeploy in Hot Markets by Scott Krauthamer Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery. Active & Passive , Alternatives, Asset Allocation, Economic Outlook, Equities, Fixed Income, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 19, 2021 When Markets Are Recovering, Don’t Ignore Volatility by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded sharply from the coronavirus market crash in 2020, but the ride was rocky. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns through the recovery from COVID-19. Coronavirus, Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks