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Results 1,551–1,600 of 1,836 found.

It Pays to Be Choosy in Emerging Markets
by Morgan Harting of AllianceBernstein, 6/12/15
Emerging equities remain rich in return opportunity, in our view. But as their recent whiplash behavior illustrates, capitalizing on this potential will require far greater selectivity than it did in the past.

Risky Business: Single-Manager Target-Date Funds
by Daniel J. Loewy, Christopher Nikolich of AllianceBernstein, 6/11/15
Target-date funds are the only big pool of assets overseen by fiduciaries that typically rely on single-manager solutions. Best practices—and our research—suggest a multi-manager approach is better.

Energizing Returns From Dividend Stocks
by Greg Powell of AllianceBernstein, 6/10/15
Dividend cuts make unsettling headline news for income-seeking investors. But we believe that focusing on which companies will cut or raise dividends is a diversion from the search for stronger returns in a diversified equity income portfolio.

Is the Air Getting Thin for Japanese Stocks?
by Katsuaki Ogata, Masahide Ooka of AllianceBernstein, 6/8/15
The rapid surge of Japanese equities in recent years has left many investors worried that they may have missed the bus. We believe big changes underway can support further profitability improvements and push the market higher.

China Reforms Create a New Muni Market
by Hayden Briscoe of AllianceBernstein, 6/5/15
Are you an optimist or a pessimist? These days, news about China seems to be mainly good or mainly bad. The market and media response to China’s local-government debt swap programme shows why maintaining a balanced view is essential.

Emerging-Market Stocks for Flywheel Fashionistas
by Sammy Suzuki of AllianceBernstein, 6/4/15
The passion for gym-to-street fashion has gone global, and shows no sign of losing vitality. It’s also keeping business humming for a network of yarn spinners, fabric mills and sneaker makers across emerging Asia.

Stocks Still Have Some Room to Grow
by Vadim Zlotnikov of AllianceBernstein, 6/1/15
Stocks have been on a pretty strong run in recent years, and some investors are nervous that the market could run out of steam. We think there’s still more upside potential.

Valuing Stocks Requires a Human Touch
by Kevin Simms, Joseph Paul of AllianceBernstein, 5/28/15
Following pure valuation metrics today could leave equity portfolios with severe imbalances—especially in financials. But by studying patterns of the past, investors can gain insight into investing in underappreciated stocks by applying a human touch.

Actively Manage Your Activist Credit Risk
by Jeff Skoglund, Susan Hutman of AllianceBernstein, 5/27/15
Bondholders fret about leveraged buyouts (LBOs) late in the credit cycle. But this time around, with new federal lending rules slowing LBO activity, shareholder activism is stealing the spotlight—and the cash flows. The threat to bond portfolios is just as serious.

Is an Index Impassive?
by Dianne Lob of AllianceBernstein, 5/21/15
Passive investments continue to gain popularity, generate record flows and grab headlines. We understand the appeal. But investors must also consider some of the risks of tethering their fortunes to a benchmark.

China Bonds Still Offer Opportunities
by Hayden Briscoe of AllianceBernstein, 5/21/15
As more corporate bond issuers in China run into financial trouble, investor anxiety about the possibility of a broader market collapse has understandably increased. We don’t think it’s time to man the lifeboats, however; on the contrary, we believe that Chinese bonds still offer good opportunities for research-driven investors.

Active Equities Don’t Have to Be Riskier
by Kent Hargis, Chris Marx of AllianceBernstein, 5/19/15
Many investors are throwing in the towel on active equity management in the name of evading risk. But being active doesn’t always mean accepting higher risk. Consider, for instance, the benefits of even-tempered stocks.

Chicago Faces Critical—but Not Insurmountable—Financial Problems
by Joseph Rosenblum of AllianceBernstein, 5/18/15
Chicago’s decades of poor financial decision making will come to a head as Mayor Rahm Emanuel starts his second term today. His battle to enact pension reform and stabilize finances will shape his legacy and Chicago’s future. But it’s hard to envision a successful solution given the extent of the problem.

UK Election Result Fuels Vote for Smaller Stocks
by Alan Connery, Liliana Castillo Dearth of AllianceBernstein, 5/15/15
Britain’s Conservative party’s election win has buoyed smaller companies. The vote of confidence offers an opportunity to take a closer look at UK small- and mid-cap (SMID) stocks, which are highly profitable versus European peers.

Stocks Look Expensive…and Still Attractive
by Ilya Figelman of AllianceBernstein, 5/13/15
Developed-market equity valuations seem a bit expensive today—but we still think they’re worth an overweight in multi-asset strategies. A wider view shows that stocks remain attractive globally.

A Wild Ride for Global Bond Yields
by Seth Masters of AllianceBernstein, 5/12/15
Bond yields in key markets around the world have been on something of a roller-coaster ride, moving up quickly in recent months. Ten-year Treasury rates closed at 2.28% on May 11, up from 1.65% at the end of January.

Bubble Trouble in Nasdaq’s Nursery
by Dan Roarty of AllianceBernstein, 5/11/15
Are technology stocks in a bubble? Opinions differ. But the sector’s startup baby boom and the rich valuations being showered on so many fledgling firms warrant a more discriminating approach for investing in disruptive innovation.

Taxable Bonds in a Taxable Account?
by Daryl Clements of AllianceBernstein, 5/8/15
It sounds unorthodox. But for investors facing taxes, it makes sense to consider opportunities beyond the municipal bond realm. Because it’s all about what you have left after taxes.

GSE Reform? It’s Already Happening
by Michael Canter of AllianceBernstein, 5/6/15
Official reform of the government’s role in housing finance isn’t likely this year. But de facto reform, led by the private sector, is already under way. That’s good for investors, borrowers and the housing market as a whole.

Emerging-Market Opportunities: Look Under the Surface
by Vadim Zlotnikov of AllianceBernstein, 5/1/15
Emerging markets seem to offer value for investors to tap into based on stock and bond valuations. But allocating more isn’t necessarily the answer. We think the value lies under the surface.

Finding Growth Amid Emerging-Market Slowdowns
by Laurent Saltiel, Sergey Davalchenko of AllianceBernstein, 4/30/15
Emerging markets have faced a significant economic slowdown in recent years. But there are still many industries and companies that are continuing to grow. We believe these are the places that investors should focus on to capture attractive return potential in developing-world equities.

China Officials Dig in on Stronger RMB
by Hayden Briscoe of AllianceBernstein, 4/29/15
Recent events in China provide yet more support for our view that the renminbi (RMB) will continue to appreciate steadily—and that the country will proceed more rapidly with its reforms than most people expect.

Growth Is Becoming More Valuable
by Frank Caruso, Christopher Kotowicz of AllianceBernstein, 4/27/15
Precious gems, Old Masters artwork and certain brands of scotch: scarcity makes them more desirable and adds to their value. The same can be said of organic growth. As the economic cycle matures, we expect the stocks of companies that have it—and can maintain it—to become increasingly prized.

Is Greece Nearing the End of the Road?
by Darren Williams of AllianceBernstein, 4/22/15
Greece and its euro-area partners have yet to reach a deal to secure long-delayed bailout funds. Without these funds, Greece could run out of money in a matter of weeks, raising the real prospect of a default on payments due to its official creditors.

Afraid of Rising Rates? Don’t Be.
by Ashish Shah and Ivan Rudolph-Shabinsky of AllianceBernstein, 4/20/15
Sometime this year, the Federal Reserve will probably raise interest rates for the first time in more than half a decade. That makes bond investors nervous. But it shouldn’t. Those who keep their cool may find that higher rates can work to their advantage.

Counting on Cash in Cloudy Equity Markets
by David Dalgas of AllianceBernstein, 4/16/15
Equity markets are digesting mixed signals in early 2015, from the divergence of monetary policies, shifting economic growth patterns and currency volatility. Instead of worrying about deciphering these trends, we think investors should focus on individual company cash flows in order to identify companies with strong long-term return potential.

Buybacks Are Not Just an Accounting Trick
by Joseph Paul of AllianceBernstein, 4/10/15
As if on cue, news of record buyback authorizations earlier this year unleashed a torrent of media coverage denouncing them as nothing more than an accounting sleight of hand. We think the reaction has been pretty extreme.

Finding an Oasis in a Bond Liquidity Drought
by Gershon Distenfeld of AllianceBernstein, 4/1/15
Let’s not mince words: Liquidity is draining out of global corporate bond markets, and we doubt it’s coming back. But that doesn’t mean investors have to take their chips and go home. In fact, with the right approach, less liquid markets can offer some attractive opportunities.

That’s So Overrated: How Credit Ratings Do Damage
by Jeff Skoglund of AllianceBernstein, 4/1/15
Credit rating agencies are a capital-markets fixture; the ratings they assign to the debt of corporations and governments are widely used by investors as a standard measure of credit risk. But agency credit ratings aren’t perfect—and shouldn’t be a substitute for investors doing their own analysis.

Small Korean Companies Punch Above Their Weight
by Liliana Castillo Dearth of AllianceBernstein, 4/1/15
South Korea’s cultural exports are spreading around the globe. While the country’s corporate landscape is dominated by huge conglomerates, we think small-cap companies stand to benefit most from the world’s growing fascination with all things Korean. It might be time for investors to take a closer look.

For Canadian Pension Funds, It’s Time to Go Global
by Erin Bigley of AllianceBernstein, 4/1/15
Pension funds in Canada have long relied on a simple fixed-income strategy: buy Canadian. And for a long time, this worked wonders. But times are changing, and our research suggests that swapping a Canada-only approach for a more globalized portfolio will provide better risk-adjusted returns in the future.

Euphoria and Reality in European Stocks
by Michele Patri of AllianceBernstein, 4/1/15
Euro-area stock markets have rebounded as the ECB has launched its QE program. In our view, investors should take a pragmatic approach that aims to capture the gains—but with eyes wide open to reality.

Deglobalization Redraws the Investment Map
by Hayden Briscoe and Vincent Tsui of AllianceBernstein, 3/27/15
Divergence between economies and financial markets has been a key macroeconomic trend over the last few years, and reflects in part the deglobalization of the worldwide supply chain. We expect the big winners to be countries and regions with large internal markets; the losers will be smaller countries which have yet to move up the export value chain.

In US Small-Caps, Quality Is on Sale
by James MacGregor of AllianceBernstein, 3/27/15
Investors who wanted safety and certainty last year mostly shunned smaller-cap US stocks. As a result, many high-quality names are now on sale. With US growth likely to accelerate in 2015, we think these domestically oriented smaller-cap companies may turn out to be a real bargain.

Beating the Emerging Benchmark Blues
by Morgan Harting of AllianceBernstein, 3/21/15
It’s been another tough start to the year for emerging-market equities, amid growing concern about political risk and economic growth. But we believe the seeds have been sown for a recovery that can best be captured through a selective investing approach to avoid the risks of a benchmark.

It’s Good to Be Better
by Richard Davies of AllianceBernstein, 3/21/15
What’s the real point of having a defined contribution (DC) plan in the first place? That’s the big question US plan sponsors needs to ask themselves. If the answer is helping employees achieve better retirement outcomes, then the DC plan can’t just be good: it’s got to be better.

Alpha Matters More in Muted Equity Markets
by Chris Marx of AllianceBernstein, 3/18/15
In a Wall Street Journal article last week, financial advisors described how exuberant investors had unrealistic expectations for stock market returns after a six-year rally. We think a more pragmatic approach should aim to beat a slower-paced market in an effort to capture compounding returns.

The 11-Year Itch: Waiting for the Fed to Act
by Jon Denfeld of AllianceBernstein, 3/17/15
It was 2004: the New England Patriots won their second Super Bowl, Facebook was launched and the US Federal Reserve raised interest rates for the first time in four years—the start of a two-year cycle of rate hikes. To markets, it seems like a distant memory.

Could the Search for Income Lead to Instability?
by Daniel Loewy, Morgan Harting of AllianceBernstein, 3/13/15
Years of quantitative easing has pushed yields on government bonds down to record lows, and income-starved investors are being pushed out the risk spectrum, forced to choose between more volatile assets to find income. Finding acceptable levels of income exposes portfolios to greater instability ahead—we believe a multi-asset approach can help.

Cutting Through the Currency Fog
by Mark Phelps, Dev Chakrabarti of AllianceBernstein, 3/12/15
With the euro sliding deeper against the dollar this week, equity investors have been getting nervous. But why is everyone so surprised when known currency fluctuations derail earnings? In our view, a sharper focus on company exposures can help create a “natural” currency hedge in global equity portfolios.

China’s Reforms: Will They Work?
by Hayden Briscoe of AllianceBernstein, 3/6/15
The internationalization of China’s currency is proceeding hand in hand with the liberalization of the country’s capital markets. If China can surmount its short-term challenges, the impact of these reforms on global economies and markets should be profound.

States Feel Impact of Oil Price Collapse
by Joseph Rosenblum of AllianceBernstein, 3/2/15
Crude oil prices have fallen sharply since last summer, a bright spot for American consumers. Major oil-producing states aren’t as happy, because the loss in tax revenue is impacting budgets and economies. Some states will face real hardship; others will emerge relatively unscathed.

Power Surge for Women as Emerging Consumers
by Tassos Stassopoulos of AllianceBernstein, 2/27/15
What’s the connection between electricity and women? Electricity is an agent of empowerment, able to transform societies and economies in emerging markets. It paves the way to buying home appliances like electric cookers, refrigerators and washing machines, freeing up women from hours of daily housework. In our view, more access to power in developing countries will be a catalyst for more women to join the workforce, leading to huge changes in consumer spending patterns.

Reconnecting with Energy Stocks
by Sharon Fay of AllianceBernstein, 2/27/15
Plunging oil prices since mid-2014 have led many equity investors to shun energy stocks. We think that’s a mistake. By studying the aftermath of previous oil shocks, we believe investors can gain insight to prepare for a possible rebound.

China Levels the Global Playing Field
by Hayden Briscoe of AllianceBernstein, 2/25/15
It’s a powerful vision for the world’s future. The US and China: two growth powerhouses; two major currencies.

Euro-Area Growth: Reasons to be Cheerful
by Darren Williams of AllianceBernstein, 2/18/15
There are good reasons to be concerned about the medium-term outlook for euro-area growth. But that doesn’t mean the business cycle is dead. We think the conditions for a cyclical rebound in regional growth are currently better than they’ve been at any time since the global financial crisis.

Alternate Current: The Power of Diverse Return Sources
by Christine Johnson of AllianceBernstein, 2/14/15
After a long period of calm, global markets now face tumbling oil prices, geopolitical risks and monetary policy changes. Investors looking for new ways to diversify in this uncertain environment should take a long look at investments that don’t take their cues from stock or bond market movements.

Don’t Count High Yield Out in 2015
by Gershon Distenfeld of AllianceBernstein, 2/11/15
Fears about higher US interest rates, rising defaults and a multi-month decline in the price of oil have injected a dose of high anxiety into the high-yield market. But we still think investors will be better off this year if they stand their ground and stay invested.

After the Perfect Storm in US Smaller-Cap Stocks
by Bruce Aronow of AllianceBernstein, 2/6/15
Last year was a tough one for US small- and mid-cap stocks, but there’s reason to think 2015 may be different. For investors who trimmed their smaller-cap allocation last year, we think it may be time to consider taking it back to its long-term target.

China’s Millennials: Have Money, Will Travel
by Sammy Suzuki of AllianceBernstein, 2/6/15
China’s millennials are better educated and more affluent than their elders. They also have a serious case of travel fever. Their favored destinations, and shopping habits abroad, could have far-reaching implications for a wide range of global companies.
Results 1,551–1,600 of 1,836 found.