May 11, 2021 Will COVID-19 Accelerate Euro-Area Integration? by Darren Williams, Nicholas Sanders The political response to the COVID-19 crisis may be positive for the European integration project—and for euro-area bond markets. Coronavirus, Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
May 11, 2021 Back to Business: Spending Surge Signals Demand by Karen Watkin, David Hutchins Global indicators continue to signal a sharp business recovery from last year’s COVID-19 pandemic lows. While inflation expectations are increasing as a result, business improvements offer multi-asset investors good reasons to remain tilted to equities for the next stage of the recovery. Coronavirus, Economics, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
May 06, 2021 Value Stocks—Still Plenty of Fuel in the Tank by Avi Lavi After a strong rally for value stocks in recent months, some investors are wondering if the rebound will continue. We think several forces are unfolding that should support a continued value resurgence as the world emerges from the ravages of the pandemic. Coronavirus, Equities, Rising Rates Likes 0 SHARE Bookmarks
May 05, 2021 2Q:2021 Capital Markets Outlook Video by Walt Czaicki Although a healthier global economy will likely define 2021, many pieces of the capital markets puzzle require investors’ attention. AB Senior Investment Strategist, Walt Czaicki, reviews risks and opportunities in today’s environment. Asset Allocation, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
May 04, 2021 What Could US Corporate Tax Hikes Mean for Share Buybacks? by Eric Winograd Some market analysts are worried that proposed tax hikes on corporations could dampen business investment and economic growth. Based on the experience of the 2017 corporate tax cut, we think the bigger impact will likely fall on share buybacks—not economic activity. Economics, Fixed Income Likes 0 SHARE Bookmarks
April 30, 2021 Inflation? For Muni Investors, the Right Strategy Is Key by Daryl Clements Should municipal bond investors be thinking about inflation protection? Without a doubt. But some inflation strategies are better than others. Choosing the right one could make all the difference. Fixed Income, Inflation, Municipals Likes 0 SHARE Bookmarks
April 29, 2021 Will Household Savings Provide an Upside Growth Surprise? by Darren Williams Developed-market household savings recorded a significant gain last year, with an increase equivalent to 10% of combined GDP. Economics, Fixed Income Likes 0 SHARE Bookmarks
April 28, 2021 Understanding Your Bond Portfolio’s Carbon Footprint by Shawn Keegan, Salima Lamdouar Climate transition is a huge area of focus for investors. And corporate bonds will play a critical role in the journey to a net-zero carbon economy. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 28, 2021 Renminbi Outlook: China’s Currency Offers Diversification Opportunity by Brad Gibson, Guy Bruten As risks shift and economies recover unevenly from the pandemic, investors reassessing their long-term exposures should consider the Chinese renminbi. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
April 23, 2021 Stock Compensation Adds Risks for Growth Companies by Frank Caruso, Vincent Dupont Many US technology companies use stock compensation to help align workers’ performance with shareholder interests. But stock-based compensation also creates accounting distortions that add risks to unwitting investors—especially as growth company valuations face increased scrutiny today. Equities Likes 0 SHARE Bookmarks
April 23, 2021 Are We in the Middle of a Paradigm Shift? by Ken Haman There’s a paradigm shift occurring in the financial-services industry. Digital intermediaries are rewriting the rules about the value of a human advisor and acceptable portfolio-management fees. Savvy financial advisors must shift or become obsolete. Advisor Institute Likes 0 SHARE Bookmarks
April 21, 2021 Is Bitcoin ESG Friendly for Equity Investors? by William Johnston The recent listing of Coinbase has rekindled ESG questions about the cryptocurrency boom. However, we believe concerns about the high-energy intensity of Bitcoin mining are overstated, and the technology can play a less-acknowledged but important role in promoting financial inclusion. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 20, 2021 Will the Hot US Housing Market Continue? by Michael S. Canter, Monika Carlson The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market? Coronavirus, Fixed Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
April 20, 2021 Tackling the Income Problem by Brian Resnick Low rates create a dilemma for income investors—how to generate enough income and manage risk? Creating efficient income is the key. Fixed Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
April 19, 2021 Will the Sweet Spot for Smaller Value Stocks Persist? by James MacGregor, Erik Turenchalk US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020. Even after the recent rally, we believe several forces will continue to drive the recovery in the months, and possibly years, ahead. Coronavirus, Equities Likes 0 SHARE Bookmarks
April 16, 2021 The Case for Investing Beyond US Borders by Walt Czaicki The landscape for investing outside the US is looking better than it has in years. For equity investors looking to mitigate concentration risk from the rise in US stocks, consider going global. Equities Likes 0 SHARE Bookmarks