October 26, 2020 Cash Doesn’t Have to Be a Drag for Nonprofits by Todd Buechs, Clare Golla More than ever, mission-driven organizations need a strategic approach to cash to preserve liquidity while minimizing a potential long-term performance drag. Here are some key questions for a savvy cash strategy. Endowments & Foundations Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
October 20, 2020 Single-Stock Risk: Should You Make a Preemptive Move? by Pavan W. Auman The winds of change are brewing in Washington. Will single-stock diversification strategies, like exchange funds and CRTs, remain relevant if Biden wins? Election, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
October 19, 2020 What COVID-19 Means for the Economic Policy Puzzle by Darren Williams, Guy Bruten The COVID-19 pandemic and associated policy response have had an unprecedented impact on the world. It’s hard to predict long-term economic repercussions, but the pandemic is likely to reinforce long-term trends including deglobalization, populism and government debt growth. AB IQ, Coronavirus, Economics, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
October 15, 2020 How Long Can Big Tech Dominate the Market? by Matthew D. Palazzolo, Christopher Brigham Tech and growth stocks have fueled the recent market rally. But have they shot too far, setting the stage for Tech Bubble 2.0? Or is there further room for them to run? We assess the risks and rewards and explain where we’re seeing opportunities in the market today. Equities Likes 0 SHARE Bookmarks
October 13, 2020 Global Equities: Finding Broader Paths Through Narrow Markets by Christopher Hogbin Equity markets advanced in the third quarter but pulled back during September. Market moves were dominated by a small group of giant US stocks. How should investors react? Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
October 13, 2020 AB Equity Roundtable: Perspectives on Global Supply Chains Trade wars and the COVID-19 crisis are forcing companies to rethink how they source supplies and where they assemble products. We asked five AB equity investment professionals to talk about how they’re thinking about supply chains when researching companies and investment candidates. AB IQ, Coronavirus, Equities, Trade Wars Likes 0 SHARE Bookmarks
October 09, 2020 Positioning Portfolios for Election Uncertainty by Greg Young, Christopher Brigham The 2020 election is rapidly approaching. How should investors prepare for it? We lay out some helpful advice and share how Bernstein’s portfolio managers are incorporating the election in their holdings. Economics, Equities, Fixed Income, Municipals Likes 0 SHARE Bookmarks
October 08, 2020 Rational Exuberance? Explaining Global Equity Market Gains by Mark Phelps Global stock markets seem to be defying the reality of recessions this year. Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus and low rates on stock valuations. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
October 06, 2020 The End Game: How Governments Might Tackle Debt Burdens by Darren Williams, Guy Bruten A wave of policy support to stabilize the world economy has left developed nations with a growing public debt load. What path will governments follow to address the issue? History offers several debt-reduction templates. Coronavirus, Economics, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
October 02, 2020 What the US Elections May Mean for Corporate Bonds by Susan Hutman, Robert Hopper The US elections are drawing closer, and the potential policy implications are wide-ranging. What might election results mean for corporate credits? Fixed Income, Policy & Regulation, US Election Likes 0 SHARE Bookmarks
September 28, 2020 Will Investors Step Up to the Plate for Community Banks? by Michael Howard, Todd Buechs Bank stocks have only recovered a fraction of their first-quarter losses, while similar value industries—and even junk bonds—have hit it out of the park. But we see three near-term catalysts that could force investors to the plate. Equities Likes 0 SHARE Bookmarks
September 24, 2020 What Happens to Tax Deferral If Biden Wins? by Pavan W. Auman With polls showing the potential for a Democratic victory, some are asking how tax reform might look under a Biden administration, and whether maximizing your tax-deferred savings still makes sense. Tax Management Likes 0 SHARE Bookmarks