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Results 151–153 of 153 found.

The Disconnect Continues
by Richard Bernstein of Richard Bernstein Advisors, 6/23/11
BRIC yield curves are on the brink of inversion, while the US has the steepest yield curve in the world. Such signals, while certainly not infallible, have historically been reliable predictors of future equity returns, but investors? portfolios nonetheless remain generally overweight emerging markets and underweight the US. We see opportunity in this disconnect.

All That Glitters
by Richard Bernstein of Richard Bernstein Advisors, 5/27/11
It is hard to find anything in the current financial landscape that has caught investors? attention as much as gold. We were proponents of gold at times over the past decade. However, the rationale for investing in gold has changed in the last three years. The story was once a fundamental one, but today?s general enthusiasm seems more emotionally-based. Gold prices might rise further, but we prefer to sit out the current rally in favor of more fundamentally-based investments that tend to perform well during periods of sizeable nominal growth.

This Time Isn?t Different
by Richard Bernstein of Richard Bernstein Advisors, 4/29/11
Hearing the phrase ?this time is different? is often a warning signal. History demonstrates that rationalizing an overvalued market by suggesting that the economy has structurally or that we?ve entered a ?new paradigm?, is not generally a fruitful strategy. Whether bullish or bearish, we believe that macro cycles rarely diverge from historical patterns. Indeed, current global economic cycles appear to be following historical trends. However, there appears to be a significant disconnect between investor sentiment regarding risk and where problems are actually emerging within the global economy
Results 151–153 of 153 found.