October 22, 2020 Japan After Abe: Continuity and Change by Masahiko Loo As Prime Minister Suga begins his administration, the message is one of continuity, but Abenomics may need a reboot after COVID-19. We examine what Suganomics may mean for Japan. Economics, Fixed Income 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 13, 2020 10 Active Angles on Today’s Market Challenges Investors should consider many angles when evaluating what active managers can offer through a global crisis and an indefinite period of uncertainty. Active & Passive , Coronavirus, Equities, Volatility Likes 1 SHARE Bookmarks
October 12, 2020 Will US Sanctions Disrupt China’s Credit Market? by Hua Cheng, Mo Ji, Elizabeth Bakarich Escalating trade tensions between the US and China could affect Chinese corporate bonds, but not all credits are vulnerable. China, Emerging Markets, Fixed Income, Trade Wars Likes 2 SHARE Bookmarks
October 12, 2020 Why European Fixed Income Has Become More Attractive by Flavio Carpenzano, Markus Peters Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and worthwhile income. Coronavirus, Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks
October 09, 2020 Why Does March Feel So Long Ago? by Ken Haman Eight months into the pandemic, most of us feel burned out, tired and frustrated. Here are three insights from the behavioral sciences that will help you stay focused, redefine your business and be successful. Advisor Institute Likes 1 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 08, 2020 US Economy Still Faces a Long Path Back to Normal by Eric Winograd US third quarter GDP was better than expected, though our updated economic forecasts still show a quick but incomplete recovery. Over time, this should give way to a more gradual, lengthy path back to “normal.” But there are a lot of moving parts. Economics Likes 1 SHARE Bookmarks
October 06, 2020 Investing in Two Battered European Equity Sectors by Tawhid Ali, Andrew Birse European equity markets are still struggling to overcome the effects of the pandemic. But diligent investors can find surprising investment candidates. Equities, Europe Now Likes 1 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 30, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Plan Design, Policy & Regulation Likes 1 SHARE Bookmarks
September 30, 2020 US Treasuries, German Bunds Still Anchor to Windward Recent history suggests that low—and even negative—yields don’t eliminate the offset to risk assets provided by government bonds. Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks