2023 Multi-Asset Midyear Outlook: Rounding the Corner
AllianceBernstein (AB) Blog » Inflation
by Caglasu Altunkopru, Aditya Monappa
9M ago
As economic conditions improve, multi-asset investors may see better equities opportunities, alongside compelling income generation ..read more
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Higher for Longer: Getting Comfortable with the New Policy Regime
AllianceBernstein (AB) Blog » Inflation
by Eric Winograd
10M ago
Growth in developed economies has been resilient, thanks to strong labor markets. But with central banks likely to keep interest rates higher for longer, how long can that last ..read more
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Bond Investors May Find Most Rate Pivot Potential in UK, EU
AllianceBernstein (AB) Blog » Inflation
by John Taylor, Nicholas Sanders
1y ago
We believe that—although the battle with inflation is not completely won—inflation is now more likely yesterday’s than tomorrow’s problem ..read more
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With Banks in Focus, the Fed Signals (Cautious) Optimism
AllianceBernstein (AB) Blog » Inflation
by Eric Winograd
1y ago
Yesterday’s Fed policy decisions indicate a somewhat optimistic view of the bank turmoil, but policymakers will be keeping a watchful eye on bank liquidity and lending ..read more
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Factoring Next-Gen Inflation Resilience into Multi-Asset Strategies
AllianceBernstein (AB) Blog » Inflation
by Vinod Chathlani, Cherie Tan, Mark Gleason
1y ago
Inflation protection needs to evolve with a changing investment world. A style-balanced strategy of future-resources stocks may be an effective addition to classic inflation hedges ..read more
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Why Rising US Rates Don’t Have to “Break” the System
AllianceBernstein (AB) Blog » Inflation
by Eric Winograd
1y ago
Capital markets continue functioning well despite a hawkish US rate turn, but many investors still worry about the risk of a deeper spiral. We think that’s an unlikely outcome ..read more
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Activating Equity Portfolios for Higher Rates and Inflation
AllianceBernstein (AB) Blog » Inflation
by Robert Milano, Walt Czaicki, David Wong
1y ago
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 more
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China’s Reopening Bodes Well for Asian Fixed-Income Markets
AllianceBernstein (AB) Blog » Inflation
by Brad Gibson
1y ago
Things are looking up for Asian bond markets. Here’s our 2023 outlook ..read more
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1Q:2023 Capital Markets Outlook Video
AllianceBernstein (AB) Blog » Inflation
by Richard Brink
1y ago
2022 was one of the toughest years ever for markets. With markets reshaped and valuations lower, the opportunity set for 2023 has grown, but the devil is in the details ..read more
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Multi-Asset 2023 Outlook: Inching Back to Normalization
AllianceBernstein (AB) Blog » Inflation
by Caglasu Altunkopru, Aditya Monappa
1y ago
In 2023, the path to normalization will be bumpy. Multi-asset investors must be dynamic, balancing inflation resilience with growth potential—and a measure of volatility mitigation ..read more
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