Author: Alliance Bernstein

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Five Ways Populism Could Impact Investors

Economic insecurity, social insecurity and political ineffectiveness: these developments have fed a resurgence of populist policies in many regions of the world. We think there’s potential for major impacts on global capital markets. Soros Has Another Warning, But Has He […]

The State Of The State Of Illinois

The State Of The State Of Illinois

Illinois’s fiscal woes, shaped by years of political gridlock, culminated in a rating downgrade to BBB– on June 1. A downgrade to junk is possible. But Illinois could recover its footing, should legislators muster the political will to work together. […]

Taking Control of Your Bond Market Risk

Taking Control of Your Bond Market Risk

Rising interest rates. Stretched valuations. Populist politics. These are some of the challenges bond investors face today. They’re also reminders of why it’s so important to manage interest-rate and credit risk in an integrated way. Too often, investors separate rate-sensitive […]

Growth Spurt For Active Managers

Growth Spurt For Active Managers

US growth stocks surged in the first half of 2017, fueled by mega-cap technology companies. Active managers of growth portfolios have done especially well, reinforcing the case for stock-picking strategies. Asset Management Fees Face A New Headwind Last year was […]

Defying Disruption: Three Ways To Profit

Defying Disruption: Three Ways To Profit

Disruptive forces are wreaking havoc across the global business world. But not all disruption is fatal. Lots of companies are facing the threat—and thriving. We think they deserve more credit than investors are giving them. Retail Apocalypse Snowballs As Liquidity […]

How The Populist Wave Could Reshape Policy

How The Populist Wave Could Reshape Policy

Populism is here—and it isn’t going away. The ideology can come from either side of the political spectrum, and it can have a big impact on policy, the macroeconomic landscape and—ultimately—how we invest today. The drivers of populism’s rise in […]