September 07, 2023 What Is It About the US Consumer? by Eric Winograd, Kevin Tomassetti Resilient consumer spending has been a pillar of the US economy. While activity may soften, we think the consumer will help the coming slowdown stay mild. Economics, Fixed Income Likes 0 SHARE Bookmarks
September 06, 2023 How Can Companies Turn AI Promise into Profits? by Michael Walker, James T. Tierney, Jr. Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI. Artificial Intelligence, Equities, Invest for Growth Likes 0 SHARE Bookmarks
September 05, 2023 Systematic Fixed Income: A Breakthrough in Bond Investing by Scott DiMaggio, Bernd Wuebben Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over? Artificial Intelligence, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
September 01, 2023 BRICS’ Expansion: A Journey of a Thousand Miles by Adriaan du Toit The BRICS’ invitation to six more nations to join their group is an important initiative promoting greater global influence for major EM countries. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
August 30, 2023 Investors Beware—Earnings Forecasts Omit Stock Compensation by David Dalgas, Klaus Ingemann, Per La Cour Adjusted earnings forecasts tend to overshadow reported earnings and add uncertainty to corporate outlooks. Equities Likes 0 SHARE Bookmarks
August 17, 2023 Energy Addiction: AI’s Next Big Challenge by Dan Roarty, Benjamin Ruegsegger Investors should take a closer look at companies that help create a more energy-efficient ecosystem for AI. Artificial Intelligence, Equities, Invest for Purpose, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 17, 2023 Financing a Sustainable World: Global Banks Take Center Stage by Tiffanie Wong, Patrick O’Connell, Markus Peters Progress toward a sustainable world would be hamstrung without the backing of global banks and their sponsorship of green and sustainable bonds. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 15, 2023 Navigating Generative AI? Consider a Framework by Andrew Chin AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course. Artificial Intelligence, Equities, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
August 10, 2023 Broader Horizons? More Stocks Help Fuel US Market Gains Episodes of acute market concentration in the past have typically given way to periods of broader contributions to market returns. Artificial Intelligence, Equities, Invest for Growth Likes 0 SHARE Bookmarks
August 09, 2023 The Two Speeds of the US Economy by Eric Winograd Recession? Soft Landing? Getting a read on the US economy’s direction hasn’t been easy. Economics, Fixed Income Likes 0 SHARE Bookmarks
August 08, 2023 Under Pressure? High Yield Can Hold Up (Your Income Portfolio) by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
August 04, 2023 Multi-Asset Income Opportunities with an Inverted Yield Curve Short-term investment-grade bonds can inject income potential and quality to multi-asset strategies. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
August 04, 2023 Why ESG Investors Should Look Beyond the Obvious Choices by Jeremy Taylor Companies that are on course to overcome ESG controversies deserve closer attention from investors. Climate Change, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 03, 2023 Will Sweden’s Woes Shake Europe’s Real Estate Markets? by Vivek Bommi, Steve Hussey, Ali Bendarkawi Investors are taking fright at commercial real estate risks in Sweden. But we think the situation is less threatening than feared. Fixed Income Likes 0 SHARE Bookmarks
August 01, 2023 From Valuable to Referable: Becoming the Trusted Advisor by Ken Haman The more painful the situation, the more motivated we are to act. Here, we share an example of how an advisor can build a relationship with a client to become a trusted advisor and how that trust helps inspire referrals. AB Advisor Institute Likes 0 SHARE Bookmarks
July 31, 2023 Record Heat, Climate Policies Energize Low-Carbon Investing by Kent Hargis, Ian McNaugher, Jayme Lisiewski New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too. Climate Change, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks