November 17, 2020 Will US-China Relations Shift Under Biden? China Seems to Think So by Mo Ji Consensus appears to be forming among Chinese policymakers that the US-China relationship will change under a Biden administration. We touch on seven expectations. China, Economics, Trade Wars, US Election Likes 0 SHARE Bookmarks
November 10, 2020 Elections? Vaccines? What They Could Mean for the US Economy by Eric Winograd Two recent developments could have big implications for the US economic outlook: general elections and news of very promising progress on a COVID-19 vaccine. To understand the ramifications, we have to distinguish near term from longer term. Coronavirus, Economics, Fixed Income, US Election Likes 0 SHARE Bookmarks
October 30, 2020 Managing Bond Portfolios Through Near-Term Volatility by Gershon Distenfeld, Matthew Sheridan Does volatility give you the jitters? AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss unearthing opportunities while guarding against the turbulence of current events. Fixed Income, US Election, Volatility Likes 1 SHARE Bookmarks
October 28, 2020 2020 US Election: Inside the Candidates’ Retirement-Savings Policies by Jennifer DeLong There have been plenty of headlines exploring what the November US elections might mean for the economy and markets. But it’s just as important to look at what they might have in store for defined contribution (DC) and other retirement vehicles, which more Americans than ever rely on. Legislative Updates, Plan Design, Policy & Regulation, US Election Likes 1 SHARE Bookmarks
October 21, 2020 Emerging-Market Debt: Opportunity in a Volatile Environment by Shamaila Khan Emerging-market debt has rebounded sharply off March lows, but attractive yields and compelling opportunities persist. We provide a roadmap for what may lie ahead. Fixed Income, Low-Yield Environment, US Election, Volatility Likes 2 SHARE Bookmarks
October 19, 2020 Do US Elections Matter for Equity Investors? by Richard Brink, Walt Czaicki Even if this US election has a bigger impact on markets than in the past, we would advise against building an investing strategy based on a potential political outcome for several reasons. Coronavirus, Equities, US Election Likes 2 SHARE Bookmarks
October 09, 2020 What Impact Will the US Election Have on Markets? by Richard Brink With the upcoming US presidential election, what should investors focus on? AB’s Market Strategist, Rick Brink, analyzes the potential election outcomes and the policy implications that will impact markets in the short and medium term. US Election, Volatility Likes 2 SHARE Bookmarks
October 05, 2020 How to Reap the Most from Your Bond Allocation by Scott DiMaggio, Gershon Distenfeld Can bonds continue to play defense and provide income when yields are at historic lows? We think so. Active & Passive , Fixed Income, Low-Yield Environment, US Election, Volatility Likes 1 SHARE Bookmarks
October 05, 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, US Election, Volatility Likes 1 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
October 01, 2020 The 2020 US Election: How Tax Policy May Impact Municipal Bonds by Daryl Clements, Alec Dewitt What will a Trump or Biden win mean for munis? From taxes to infrastructure, the candidates differ—sometimes dramatically—on policy. Fixed Income, Municipals, Policy & Regulation, US Election Likes 1 SHARE Bookmarks
September 02, 2020 2020 US Election: What the Polls Could Mean for Policy and Markets by Eric Winograd With US elections about two months away, investors are intensifying their focus on the presidential and congressional contests. Historically, political transitions haven’t had much impact on the economy and markets, but this time could be different. Economics, Fixed Income, Policy & Regulation, US Election Likes 0 SHARE Bookmarks
February 06, 2020 Should Investors Avoid US Healthcare Stocks in an Election Year? by Vinay Thapar, Frank Caruso US healthcare is always a political hot potato, and volatility is expected to rise as the November elections approach. But investors can find good opportunities in the sector in companies with strong long-term business drivers that are relatively immune to political noise. Equities, US Election Likes 0 SHARE Bookmarks