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Posts From AllianceBernstein

Global Market Outlook

Global Market Outlook

🕔13:10, 9.Nov 2020

As markets continue to ponder the US Presidential election result, a surge in COVID19 cases across Europe has led to a darkening near-term outlook. How things play out in the US—from a political and virus perspective—is still uncertain, but another

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3Q 2020 Returns Recap: Largely Positive Returns Across the Board

3Q 2020 Returns Recap: Largely Positive Returns Across the Board

🕔07:54, 26.Oct 2020

The US Election Will Determine the Path of Fiscal Policy Fiscal and monetary stimulus have played a critical role in restarting the economy and remain crucial to a continued expansion Monetary stimulus is not subject to the election cycle: the

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The hunt for quality

The hunt for quality

🕔08:15, 13.Jul 2020

SEARCHING FOR DURABLE STOCKS IN UNCERTAIN TIMES  High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential. But to consistently find companies that meet the

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Global Macro Outlook

Global Macro Outlook

🕔11:47, 21.Apr 2020

April 2020  KEY FORECAST TRENDS As economic lockdowns spread across the world, the global economy faces a nearterm hit which is likely to dwarf that seen during the global financial crisis (GFC). But this downturn is not the result of

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The real story behind the cmbx.6 debunking the next “big short”

The real story behind the cmbx.6 debunking the next “big short”

🕔15:29, 29.Oct 2019

 IN THIS PAPER: The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” It’s true that as many as a third of

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The Whys and Hows of Investing in Emerging-Market Corporate Bonds

The Whys and Hows of Investing in Emerging-Market Corporate Bonds

🕔13:02, 26.Aug 2019

Once a backwater of the bond world, emerging-market (EM) corporate debt has grown into a full-fledged asset class that investors can tap to diversify their EM allocation and boost their return potential. 

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Are European Energy Companies Sustainable Investments?

Are European Energy Companies Sustainable Investments?

🕔10:31, 16.Aug 2019

Oil and gas producers are oen seen as vulnerable to global efforts aimed at curbing climate change. But some European energy groups might become part of the solution to climate change rather than part of the problem. 

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THE WEEK IN MUNILAND

THE WEEK IN MUNILAND

🕔15:00, 25.Jun 2019

Weekly Market Commentary In response to slower economic growth and falling inflation expectations, the Fed said its outlook for monetary policy has moved from “patient” to “will act to sustain the expansion.” More than half of the committee members expect

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Strong demand from investors pushed long-maturity municipal yields lower

Strong demand from investors pushed long-maturity municipal yields lower

🕔15:02, 1.May 2019

Strong demand from investors pushed long-maturity municipal yields lower over the week while Treasury yields were unchanged. Over the past month, long-term municipal yields are unchanged, while Treasury yields have risen 13 b.p.  Why it matters: The volume of municipal

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High Yield: The Comeback Kid

High Yield: The Comeback Kid

🕔14:03, 14.Feb 2019

The US high-yield market has suffered ten peak-to-trough losses greater than 5% in the last 20 years. On average, investors recovered their losses in only four months—and sometimes as few as two. Following the longest and largest drawdown of –35%,

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Global Macro Outlook January 2019

Global Macro Outlook January 2019

🕔14:05, 24.Jan 2019

Key Forecast Trends  When 2018 began, the global economy was in a cyclical sweet spot. But gathering headwinds—including those caused by debt, demographic trends and populism—changed that, leading to slower growth and poor risk-asset returns. Investors who expected last year

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Global Risk Dialogue

Global Risk Dialogue

🕔15:31, 28.Sep 2018

AGCS is insuring construction of the eighth Allianz stadium, the first in North America, in St. Paul, Minnesota. Major League Soccer team Minnesota United will play at Allianz Field from the start of the 2019 season. AGCS’ exclusive coverage includes

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Buyer Beware: Bank Loans are not what they seem

Buyer Beware: Bank Loans are not what they seem

🕔15:04, 24.Aug 2018

 Are high-yield bank loans the fix for rising rates? Wall Street sure thinks so, and plenty of bond investors seem to agree. But a closer look reveals that these floating-rate instruments aren’t the cure-all they’re often made out to be

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Global Macro Outlook April 2018

Global Macro Outlook April 2018

🕔14:04, 16.Apr 2018

Key forecast trends Rising trade tensions have unnerved investors, adding to asset price volatility and intensifying the debate we highlighted last month about how long the “Goldilocks” economy can last. We doubt that the current standoff between the US and

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An unvcoventional cycle deserves an unusual ending

An unvcoventional cycle deserves an unusual ending

🕔15:02, 24.Dec 2017

Global Market Perspective Markets are expecting synchronized global expansion and increased capital spending in 2018. That creates a high hurdle to clear. While financial conditions remain accommodative, headwinds are starting to build. Calling the beginning of a downturn is difficult,

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Is Mean Reversion Dead?

Is Mean Reversion Dead?

🕔14:14, 19.Sep 2017

Global Market Perspective The largest firms with the highest return on equity (ROE) have enjoyed unusually persistent profitability, which favored growth over value. We see select value opportunities, but it seems too early to sell the winners. Pessimism about inflation

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Inflation? What Inflation?

Inflation? What Inflation?

🕔15:02, 3.May 2017

Global Market Perspective Long-term disinflationary pressures are starting to fade while cyclical pressures of rising wages and commodity prices are starting to emerge. Governments are embracing untested inflationary policies in part to cushion economic expansion and reduce their growing debt

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