Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
Do you recall the famous line from the movie Glengarry Glen Ross? “Always Be Closing.” This may be good advice later in the process of working with a prospective client, but in the first conversation, try this instead: Always Be Curious.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
Wholesale elimination of tax exemption isn’t likely, but certain types of muni bonds could be targets.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
Some retirees say they could have planned better for lifetime income—helpful insight for current participants.
We take an early look at how a new policy platform could factor into the US deficit and debt.
Balancing credit risk with interest-rate risk in a dynamically managed portfolio can be an all-weather approach.
From stock picking to benchmark selection, the construction of an active thematic equity portfolio will play a crucial role in its ability to deliver on a theme’s return potential.
The 10 largest stocks in the S&P 500 returned a staggering 104.6% from January 2023 through June 2024—more than double the broader index return
Healthcare companies often grab headlines for their exciting drug innovations. But we think the focus should be on business fundamentals.
Emerging-market (EM) corporates have a track record of resilience across market cycles.
For DC plan sponsors, developing a short list of income solutions is a good first step.
Instead of dreading volatile markets, the savvy advisor understands that during these times, her professional skill is most valuable and she can fulfill the vital role that she was hired to accomplish.
Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.
Drugmakers don’t have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.
Integrating the physical toll of climate change helps investors spot key risks—and opportunities.
Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.
In our latest AB Disruptor Series episode, we take a closer look at the implications of a polarized US electorate on the macro and market landscape.
Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages.
As the Fed begins cutting rates, October’s surprisingly strong US employment report only adds to the data pointing to a soft landing, despite lingering concerns of a downturn. We expect the economic expansion to continue, which has important implications for multi-asset strategies.
Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations.
The US debt is near its highest level in history and on track to grow. Neither political party currently seems intent on making it more sustainable.
Monetary policy began to transition from restrictive to neutral last quarter, and we’re optimistic that continued easing can prevent a hard landing.
Market conditions are shifting fast. But making impulsive changes to equity portfolios and allocations can be counterproductive.
If climate portfolios are positioned in the same giant US stocks held in broad equity allocations, investors may unwittingly double down on risk.
We expect bond yields to trend gradually lower—but it may be a bumpy ride. These seven strategies may help investors take advantage.
We think it would be a mistake for investors to let tighter spreads and upcoming maturities deter them from the euro high-yield market.
Emerging-market stocks are showing signs of life amid hints of earnings improvements. Where should investors look?
he 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country’s history. What started as a historic contest between the current president and former president has evolved into a flurry of poll-changing, momentum-shifting developments.
The exclamation mark: President Biden’s late-cycle decision to withdraw his candidacy. But behind the sensational headlines and endlessly debated storylines, we see a few core tenets at the center of this year’s battle of the ballot box. They hold implications for all of us—as investors and voters.
Strategies and best practices for equity portfolios.
A new wave of opportunity seems set to flow into private credit markets, which could enhance risk-adjusted returns and diversify portfolios. What's driving this potential?
Historically, investors have struggled to add meaningful alpha through security selection. A dynamic new credit scoring approach could change that.
With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of other developed markets over the past decade.
High-yield investors put off by today’s narrow spreads could be missing out.
Candidate tax policies could affect municipal bonds, but the bigger picture is important too.
As more Chinese companies get comfortable paying dividends, investors may find new sources of equity return potential.
When global equity markets tumbled in early August, investors got a glimpse of what a deeper correction could like for the US giants, and it wasn’t pretty. The so-called Magnificent Seven have dominated US and global equity market returns since late 2022—and valuations have soared—as earnings growth rebounded and on expectations that they will be the big winners from artificial intelligence (AI).
An extended period of elevated interest rates may have long-term implications for both consumers and businesses—affecting how investors value company shares.
Portfolio managers should always have good explanations for their underweight positions. These days, it matters more than ever.
As the AI halo begins to fade, equity investors are seeking companies that can profit from—and not just pontificate about—artificial intelligence.
Most DC plan participants pursue retirement readiness unassisted, but few grasp what’s required, according to our latest survey.
Value has been in a protracted slump versus growth for years, but it’s been undergoing something of a makeover during that time.
It’s a good time to check on consumer health.
China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.
