Paul Robertson

Paul Robertson

Senior Portfolio Manager

21 Years at AB
28 Years of experience

Paul Robertson is a Senior Portfolio Manager with Bernstein’s Wealth Strategies Group and a member of the Private Client Investment Policy Group. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Paul was appointed Senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of the Alternative Investments team. Previously, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Paul earned a bachelor’s degree in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from Cornell University.

Ramping Up AI in Your Portfolio
Bitcoin’s Dramatic Descent
From Insights to Opportunity—The Power of a Generation

From Insights to Opportunity—The Power of a Generation

by Paul Robertson
Digital. Influencers. Targeted. Social interaction. Experiences. These words, and many more, have been used to describe the habits and behaviors of millennials. Despite older generations adopting many of millennials’ behaviors, some of their inclinations are still unique. While it’s fascinating to compare generational differences, it’s crucial to unravel how these differences impact investments.

Equities, Wealth Planning


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The Risk of De-Risking

The Risk of De-Risking

by Paul Robertson, John McLaughlin
With the stock market’s recent volatility, now may seem like a good time to take profits and wait on the sidelines until the proverbial dust settles. After all, the bull market has persisted for nearly 10 years, the US Federal Reserve continues to raise rates, and global economic growth is decelerating (albeit modestly). Throw in an ongoing trade war and pockets of political turmoil, and taking profits may seem like a sensible strategy in these uncertain times.

Wealth Planning


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What Do Initial Coin Offerings Really Offer?
Blockchain: When to Believe the Hype

Blockchain: When to Believe the Hype

by Paul Robertson
Blockchain—the underlying technology that makes digital currencies like Bitcoin possible—will likely prove ground-breaking for many industries. But not every proposed blockchain solution will stand the test of time. Is blockchain just a high-tech hammer looking for nails? How can investors separate attractive applications from overhyped also-rans? Here’s a quick framework that might help.

Wealth Planning


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Will Blockchain Stand the Test of Time?
This Year, Loss Harvesting Is Likely to Hurt, Not Help

This Year, Loss Harvesting Is Likely to Hurt, Not Help

by Paul Robertson

Positive returns for virtually all asset classes year to date suggest that most investors will have good investment returns in 2017, absent a sudden large reversal. That’s great! The bad news is that most taxable investors are likely to pay capital gains tax for the year if they have made any sales—and harvesting losses to defer the tax due would likely cost more than the potential benefit.

Wealth Planning


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There’s No Need to Quarantine Healthcare Stocks
Who’s Afraid of UBTI?
Stripping the Illusion of Tax Efficiency from Index Funds
Index Fund’s Tax Advantages Aren’t All They’re Cracked Up to Be
Why Am I Paying High Capital Gains When Market Returns Are So Low?

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