Ukraine: A Bailout or “Bail In” for Bond Investors?

Marco Santamaria

As the drama of the political showdown over embattled Ukraine plays out, bond investors face less-publicized concerns over the fate of their Ukrainian investments and a potential bailout. But a bailout may not be all good news for investors.

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Global Investing and the European Enigma

Mark Phelps

Equity investors are struggling to figure out how to approach the European enigma. It’s clear that a recovery is brewing, but there’s still too much uncertainty for comfort. In our view, distinguishing the European context from that of the US or Japan can help point the way toward unravelling the puzzle.

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Endowments and Foundations: Coping with a Budgetary Shortfall

Brian D. Wodar

Brian D. Wodar and Ashley E. Velategui

The board of the Midtown Art Museum (MAM) had an unpleasant surprise. Due to federal budget cuts, an expected $1 million grant for the upcoming year was not going to arrive. This was a huge loss for an entity that had just $9 million in assets and $200,000 in annual donations. How could it adjust?

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Reaching for Yield: Worth the Risk?

Gershon Distenfeld

Investors seeking more robust returns in a lower-interest-rate environment often look to high-yield bonds for answers. But it’s critical that they don’t reach too far down the credit spectrum in search of higher yields—as tempting as it may be.

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Thirsty for Income? Try Dividend Growth

Frank Caruso

Chasing yield has become a challenging mission for investors in recent years. As yields collapsed in fixed income, investors flocked to bond-like substitutes such as high dividend-yielding stocks. Now that these stocks have become a bit pricey, we think companies with strong dividend-growth potential offer a better way to source equity income.

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Seeing Through Emerging-Market Volatility

Sharon Fay

Stock markets in emerging markets (EMs) have gotten off to a rough start this year after a challenging 2013. Valuations have fallen and volatility remains high. So should investors add exposure to emerging markets—or is it better to steer clear?

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Endowments and Foundations: How Should You Spend a Windfall?

Brian D. Wodar

Brian D. Wodar and Ashley E. Velategui

If your endowment or foundation received an unexpected bequest, would you spend more now or would you hold spending steady in order to retain more income and boost your future capacity to spend?  

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Let’s Get Real About Inflation

Jon Ruff

by Jon Ruff (pictured) and Greg Wilensky of AllianceBernstein (NYSE:AB)

For the US and other developed economies right now, it’s “all quiet on the inflation front.” Perhaps too quiet. That’s why we believe it’s time to get real about inflation and the investing opportunities that may well develop in the next several years.

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Six Easy Pieces: Fundamentals of Asset Allocation Explained

Patrick Rudden

Figuring out the best split for your assets often seems daunting. But it doesn’t have to be. This template can help you get started.

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Counting to a Trillion: How Sensors Are Changing the Face of Investment Opportunity

Benjamin Ruegsegger

How well did you sleep last night? Well, for about $130, you can buy a sensor-bearing wristband that will tell you how long you slept and how you slept, and even figure out the optimal time to wake you—with a gentle vibration. This is just one way sensor technology is improving our lives and creating investment opportunities. But how—and where—will this transformation take shape?

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