Passive quantitative tightening could be the Bank of Japan’s next step toward normalization. Here’s why.
We think today’s market landscape calls for a different mix in multi-asset income strategies.
Higher coupons and interest payments can make premium municipal bonds worth the extra upfront cost.
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
When it comes to investing in consumer debt, headlines may be misleading. We see opportunity.
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
When the economy is picking up steam, growth stocks offer the potential to capture market gains. But hallmarks of quality—including sustained earnings growth and sound underlying fundamentals—may help weather economic headwinds.
Will Americans return to the office? It may depend on where it is and what it offers.
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
Private capital is increasingly being used to finance consumer spending.
Steady income and access to remaining assets are key considerations for DC plan sponsors.
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
Investors have seemed transfixed lately by endless news headlines on the path of monetary policy. But fiscal policy outcomes have far-reaching impacts on long-run growth and fundamentals in the world’s economies. On that score, many regions continue to wrestle with the challenges of deficits and debt.
Active management can help investors address some of the especially tricky issues in sustainable equity portfolios.
US housing has weathered surging mortgage rates. Thin inventory and pent-up demand could create opportunity.
We think the intersection of hope and fear offers opportunity across asset classes and market segments. Tapping into it, however, requires in-depth research and a discerning eye. Waiting for a clarion bell to ring before deploying capital might leave investors a step behind.
Register now to hear from AllianceBernstein’s fixed income experts, who will tackle those questions and more.
It makes sense that longer-maturity bonds typically provide higher yields than shorter-term bonds. After all, more bad things can happen in a longer period than a shorter one, and visibility is poorer for the next 10 years than for tomorrow. Investors expect to be paid for these risks.
Emerging-market (EM) corporate bonds are too-often overlooked by investors who presume the asset class is too niche or too risky. But the aggregate fundamentals of EM corporates are stronger than those of their developed-market counterparts.
Stocks have been buoyant this year, but market conditions are still in flux. Looking at equity factors can help investors make informed judgments about how allocations are prepared for different scenarios.
If investors are detectives seeking clues for outperformance in the US large-cap equity market, natural language processing is a team of tireless assistants.
We demystify the credit risk transfer securities market.
Stronger economic growth is allowing the Fed to stay patient. That means a likely delayed start for expected interest-rate cuts.
Inflation, one of many inputs to multi-asset decision-making, cooled substantially last year, but upside surprises in early 2024 for the US and Europe have many investors concerned that the path back to normal has hit a roadblock.
Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided.
It can be a tall task to compare diverse lifetime income solutions. Applying a comprehensive framework may enable a level playing field.
Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries.
More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.
Understanding the social risks posed by climate transition requires discipline, nuance and a systematic approach.
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
From biodiversity and blended finance to a just transition and the cost of drugs, we preview the key ESG issues we’re targeting through research.
An economic soft landing in 2024 remains our base case. Inflation continues to cool, which we think will prompt central banks to follow through on rate cuts by late in the second quarter. Meanwhile, political and policy risks could rise, as over half the world holds key elections in the coming months.
Investors have been selling inflation protection in the mistaken belief that it’s no longer needed. They’ve helped create a unique opportunity.
Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change.
Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture.
Geopolitical tensions in recent years have prompted companies to reconfigure their supply chains, with US firms increasingly moving production outside of China.
Many investors seem content to sit in cash. But with the market pricing in rate cuts by July, we think it’s time for muni investors to jump back in now. Here’s why.
But a bigger story has been afoot: the incredible shrinking US bank sector. Its numbers, which have withered for decades, are the lowest in over a century. The current environment should accelerate that decline, raising multi-trillion-dollar questions: Why? What does it mean for consumers and investors?
Attractive growth companies are scattered across Europe’s otherwise lackluster market landscape. Here’s how to find them.
Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.
Our research shows a correlation between strong governance and higher stock returns.
Although markets expect both the Fed and the ECB to cut rates in June, macro developments could change that forecast.
Issues like water scarcity are felt most intensely at the local level. That makes it incumbent on municipal bond issuers to lead the response.
Register now to join Matt Norton, AB’s CIO for Municipal Bonds, and Municipal Portfolio Manager Daryl Clements as they discuss how to best position muni portfolios in today’s environment.
Multi-asset income strategies are becoming more popular, but some may bake in more risk than expected. The key is designing complementary exposures.
Sovereign debt levels soared during the pandemic, and countries at the eurozone’s periphery may look high risk. But appearances can be deceptive.
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
The Fed’s close monitoring and well-signaled tapering of QT should prevent disruptions to the short-term funding markets—despite converging risks.
