Commentary

With Banks in Focus, the Fed Signals (Cautious) Optimism

Yesterday, the Fed raised its benchmark interest rate 25 basis points to a 4.75%–5.0% range and signaled that one more hike is likely this cycle.

Commentary

Taming Biases in High-Dividend Equity Strategies

Income-seeking investors are accustomed to casting wide nets after years of low yields.

Webinar

AB Disruptor Series: How Much Is Too Much? $31 Trillion Reasons to Understand the Debt Problem

In the latest installment of the AB Disruptor Series, Unpacking the Debt Problem, Rick Brink, AB’s Chief Market Strategist, and an expert panel will start with a deep dive into the US debt-ceiling discussions and then look more broadly at the debt question both here and around the world.

Commentary

China’s Green Enablers Deserve a Place in Equity Funds

Investors focusing on climate change often overlook Chinese firms.

Commentary

Are Cheap Burgers in Emerging Markets a Good Sign for Investors?

Investors in emerging markets (EM) have endured a decade of poor performance. But things may be changing. Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds.

Commentary

Why Rising US Rates Don’t Have to "Break" the System

Over the past few decades, investors have become conditioned to expect that rising interest rates will trigger broader US financial market crises.

Commentary

AI Chatbots Rewrite Code for Technology Sector’s Future

ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).

Commentary

Want to Know How Advisors Are Sabotaging Themselves?

As the financial services industry has evolved away from transactions and toward financial planning, an interesting shift has happened: more couples have started showing up in advisors’ offices to discuss their investments and their financial plan.

Commentary

Activating Equity Portfolios for Higher Rates and Inflation

Passive equity investing has retained its dominance and outflows from active portfolios have continued amid the market and macro shocks of the past year.

Commentary

The Outlook for Income: Balancing Rates and Credit in 2023

When we think about generating income for our clients, for over 30 years we’ve thought the most efficient way to do this is to blend the two key risks of fixed income into one portfolio.

Commentary

Weakening Growth Outlook to Eventually Favor Euro Rate Risk

European policymakers face a dilemma: continue to hike interest rates to combat inflation or ease off to stimulate growth.

Commentary

Healthcare Stocks: An Innovative Antidote for Volatile Times

Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19.

Commentary

European Fixed-Income Outlook: Stay High Quality in 2023

European bond-market performance was among the worst on record in 2022, as Europe ran the gamut of geopolitical, economic and market storms.

Commentary

Global Macro Outlook - First Quarter 2023

After a year defined by inflation and the policy response to it, we expect 2023 to be a year of transition.

Commentary

Are Small-Cap Stocks Further Along the Road to Recovery

Small-cap companies are usually the most vulnerable to volatility, with their stock prices and earnings getting hit particularly hard and early in economic downturns, much like what occurred in 2022. Yet they also tend to lead the way on both fronts during recoveries.