Matthew D. Palazzolo, CFA

Matthew D. Palazzolo, CFA

Senior Investment Strategist, National Managing Director

9 Years at AB
20 Years of experience

Matthew D. Palazzolo is a Senior Investment Strategist based in Bernstein’s New York office. He was named a National Managing Director in 2017. In addition to his role as Senior Investment Strategist, he is also responsible for Bernstein’s market and investment-related communication and is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk-management advice for high-net-worth clients, endowments and foundations. Prior to joining the firm in 2010, Matt was with Inverness Counsel, where he served as director of research, portfolio manager and a member of the investment committee. His responsibilities included overseeing equity research and assisting in managing portfolios on behalf of the firm’s high-net-worth clients and institutional investors. Previously, he was part of a team that conducted equity research at Prudential Equity Group, where he focused on the household and personal care sector across all market capitalizations. As part of the team, he interacted with corporate management of companies; helped develop recommendations on those companies’ stocks; and communicated those recommendations to the firm’s institutional long-only and hedge fund clients. Matt earned a BA in English and sociology/anthropology from Colgate University and an MBA in corporate finance from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill. He is a Chartered Financial Analyst charterholder. Matt is a member of the CFA Institute and the CFA Society New York.

Are We Closer to a Recession Post-August?
Our Most Interesting Chart Right Now: Bull Run Not (Yet) Strongest or Longest

Our Most Interesting Chart Right Now: Bull Run Not (Yet) Strongest or Longest

by Matthew D. Palazzolo
The US stock market continues to hit new highs this month, buoyed by optimism that the Fed will resume monetary policy accommodation—by lowering interest rates—which should further support the economy and corporate profitability. Despite this, investors are still fixated on the duration of the current bull market—now over 10 years. The implication of these concerns is that the rally’s duration is reason enough to become more cautious. We disagree.

Wealth Planning


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The X’s and O’s of Tariff Management

The X’s and O’s of Tariff Management

by Matthew D. Palazzolo
Despite seemingly constructive talks between the US and China over the weekend at the G20 Summit in Osaka, the threat of further trade escalation looms. The initial rounds of US tariffs on Chinese goods were focused mostly on industrial products. But, if the US proceeds with tariffs on “List 4”–the remaining $300 billion of Chinese goods not yet tariffed–consumers are likely to feel the effects. The reason? This next and final round places a 25% tariff on predominantly consumer goods like toys, apparel, sporting goods, and sneakers, among others.

Capital Markets Outlook, Trade Wars


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Most Interesting Chart Right Now: Recession? Not So Fast
Top Five Questions on Your Mind
Our Most Interesting Chart Right Now: January’s Rally Suggests Investors Were Too Bearish at Year-End
What a Difference a Year Makes
What will drive the markets in 2019?

What will drive the markets in 2019?

by Matthew D. Palazzolo
2018 started with the continuance of a 14-month market uptrend and extreme calm. Now with just a few days left in the year, we’ve seen a change: there’s been a resurgence in volatility and a market sell-off of almost 20% since the S&P 500 hit an all-time high in mid-September.* As we think ahead to 2019, we consider the factors that will influence the financial markets and answer questions on the minds of many investors.

Capital Markets Outlook, Wealth Planning


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Is October a Canary in the Coal Mine?
Our Most Interesting Chart Right Now: Turkey’s Crisis Heatmap

Our Most Interesting Chart Right Now: Turkey’s Crisis Heatmap

by Matthew D. Palazzolo
The challenges in Turkey—a high current account deficit, large external debt load, and geopolitical uncertainty—have weighed on the country’s financial markets in recent weeks. They have also raised alarm bells about the potential for similar headwinds in other emerging markets (EM). A chart similar to the one above has been making the rounds on Wall Street of late, so we decided to create our own version. Our conclusion: Turkey’s and Argentina’s problems are largely unique to them, and broad contagion is unlikely.

Wealth Planning


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Answers to the Top Five Questions on Your Mind
Checking in on Our 2018 Surprises

Checking in on Our 2018 Surprises

by Matthew D. Palazzolo
Identifying market surprises is an important element of our investment process. The goal is always to understand not only what the market believes, but also where an outcome could be counter to that belief and how the market may react. At the beginning of this year, we discussed 2018 SURPRISES WE WOULDN’T BE SURPRISED BY. Now that we have half of the year behind us, we lay out the five surprises we identified and where they stand today.

Capital Markets Outlook, Equities, Wealth Planning


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What To Make Of The Movement In Interest Rates

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