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, Volatility 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
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, 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
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, 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, Volatility Likes 0 SHARE Bookmarks
January 05, 2021 2021 Outlook: Bond Investing in the Wake of COVID-19 by Scott DiMaggio, Gershon Distenfeld AB’s Co-Heads of Fixed Income weigh in on systemic risk, areas of opportunity and the hunt for yield in 2021. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
November 09, 2020 Intangible Assets Provide Tangible Defenses for Equities by Kent Hargis, Sammy Suzuki, Chris Marx Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion. Asset Allocation, Equities, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
October 30, 2020 Managing Bond Portfolios Through Near-Term Volatility by Gershon Distenfeld, Matthew Sheridan Does volatility give you the jitters? AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss unearthing opportunities while guarding against the turbulence of current events. Fixed Income, US Election, Volatility Likes 1 SHARE Bookmarks
October 21, 2020 Emerging-Market Debt: Opportunity in a Volatile Environment by Shamaila Khan Emerging-market debt has rebounded sharply off March lows, but attractive yields and compelling opportunities persist. We provide a roadmap for what may lie ahead. Fixed Income, Low-Yield Environment, US Election, Volatility Likes 2 SHARE Bookmarks
October 13, 2020 10 Active Angles on Today’s Market Challenges Investors should consider many angles when evaluating what active managers can offer through a global crisis and an indefinite period of uncertainty. Active & Passive , Coronavirus, Equities, Volatility Likes 1 SHARE Bookmarks
October 09, 2020 What Impact Will the US Election Have on Markets? by Richard Brink With the upcoming US presidential election, what should investors focus on? AB’s Market Strategist, Rick Brink, analyzes the potential election outcomes and the policy implications that will impact markets in the short and medium term. US Election, Volatility Likes 2 SHARE Bookmarks
October 05, 2020 How to Reap the Most from Your Bond Allocation by Scott DiMaggio, Gershon Distenfeld Can bonds continue to play defense and provide income when yields are at historic lows? We think so. Active & Passive , Fixed Income, Low-Yield Environment, US Election, Volatility Likes 1 SHARE Bookmarks