Will AI Transform the Healthcare Industry for Investors?
To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability.
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How the Yen Drives Japan’s Monetary Policy
When it comes to Japan and the BoJ, investors who heed the road signs may be best positioned to take advantage of opportunities as they arise.
Read MoreHoming in on Quality in Climate Investing Strategies
AllianceBernstein explains why they believe holistically integrating the risks and opportunities in today’s economy is the linchpin of an effective climate strategy.
Read MoreHow ChatGPT Can Liberate Investment Analysts
For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
Read MoreUnlocking the Investment Potential of “S” in ESG
Social issues are perhaps the least understood by investors with an ESG focus. But the risks and opportunities they represent are growing, and investors need a way to step up to the challenge.
Read MoreDividend Investing: Broader is better for multi-asset strategies
AB believes dividend-income strategies can be effective across multiple environments, provided that they’re designed to tap into a wider opportunity set beyond traditional dividend payers alone.
Read MoreActivating Equity Portfolios for Higher Rates and Inflation
AB explain why they believe that, in a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
Read MoreMulti-Asset 2023 – Inching Back to Normalization
With monetary policy expected to stay tight, investors face further deceleration in economic growth and possibly a recession in 2023, meaning the path back to normal could be bumpy.
Read MoreMore Volatility Ahead? Buckle Up with Defensive Equities
Even if inflation and volatility remain elevated, smoother performance patterns can help investors stay invested in equities through downturns and position themselves for better long-term results.
Read MoreLook Beyond Home Base to Find Growth
Dev Chakrabarti from AB explains why investors should look beyond country-specific macroeconomic conditions to find the most promising sources of long-term growth.
Read More10 Reasons to Stay Invested in Equities
There are still good reasons to stay invested in stocks as an integral part of a long-term investment plan—and good ways to reduce the risks that come with doing so.
Read MoreMarket Collapse Raises Stakes for Active Equity Investors
AllianceBernstein has a look at whether steep share-price declines have led to attractive valuations, given mounting threats to fundamental business performance.
Read MoreInvesting in Tech Stocks After the Big Blowout
Lei Qiu from AB explains why, despite technology stock weakness, they think technological innovation is entering a new phase in several areas poised for strong growth.
Read MoreRevisiting Equity Risk in a Volatile Year
During this period of economic uncertainty and market stress, investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time.
Read MoreFAANG Is Dead: A timeless lesson for equity investors
James Tierney and Michael Walker from AB discuss how the recent divergence of the FAANGs reminds us why fundamentals should always trump fads for long-term equity investors.
Read MoreFour Counterpoints to ESG Investing Critics
Recent prominent media articles have criticized sustainable portfolios for being ineffective as agents of change. Dan Roarty from AllianceBerstein thinks the critics have missed the point.
Read MoreWill Real Estate Stocks Build on Brisk Recovery?
Improving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.
Read MoreClimate Change: The Commodities Dimension
As the effort to slow climate change gains momentum, the relationship we have with commodities will be affected in wide-ranging ways—some more obvious than others.
Read MoreDisrupting Inflation: Innovative Companies Can Light the Way
Inflation and rising rates have prompted investors to reconsider technology and high-growth companies. But this inflationary environment is different, as are the companies best poised to rise above it.
Read MoreWhat’s the Policy Playbook for the Inflation Endgame?
A shift in the inflation landscape is underway as policymakers start to focus on more pressing concerns but what will the new regime look like? Darren Williams and Guy Bruten from AB share their thoughts.
Read MoreFinding Defensive Stocks Ripe for Recovery
Defensive stocks are often misunderstood. Innovation often goes unappreciated. But AllianceBernstein believes the disconnect between resilient businesses and share prices is unsustainable and ripe for reversal.
Read MoreCan Advances in Technology Keep a Lid on Inflation?
Technology is advancing at a rapid pace, exerting downward pressure on prices. But will this be enough to offset the impact of a new, higher-inflation regime? History suggests not necessarily.
Read MoreWill Policy Changes Open the Door to Higher Inflation?
Central banks are being forced to address many challenges. Given these tensions, will controlling inflation retain its overriding precedence? As priorities change, we believe inflation is on the verge of an important shift higher.
Read MoreThree Reasons Investors Need to Source Income Efficiently
If investors are willing to expand their horizons, they stand a much better chance of meeting their investment goals. Here are three compelling reasons to go global and multi-sector.
Read MoreBrace (But Not Too Much) for the CPI Roller-Coaster
In “normal” times, Australia’s 2Q CPI figure surprising on the upside would almost certainly trigger fears that rate rises are coming fast. But, argues AllianceBernstein’s Guy Bruten, times are not “normal”.
Read MoreLook Inside Hot Products for Transformational Growth Stocks
Many companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products.
Read MoreFinding Investable Disruptors in an Innovation Swarm
Many businesses say they’re innovation leaders. But how can equity investors tell which hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability?
Read MoreWill the Hot US Housing Market Continue?
In past hot markets, rising interest rates reduced affordability, which slowed or even reversed home price trends. Could this time be different?
Read MoreWill the Energy Sector Evolve or Devolve?
AllianceBernstein doesn’t think the beginning of the end is here for the oil and gas industry, but they do believe the energy sector faces substantial change—and companies need to adapt over time.
Read MoreCrisis Dashboard: Big Data Helps Paint the Big Picture
Investors looking for signs of an eventual return to normal from the coronavirus crisis have no shortage of signals to track.
Read MoreUS election result unclear
What has happened?
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