Passive Investing Hurts Emerging-Market Debt Investors
Think emerging-market debt (EMD) might as well be managed passively? Think again. Over the last 14 years, 69% of EMD … Read more
Alliance Bernstein
US Inflation: Signs Are Pointing Up
Market volatility has spiked recently, driven largely by growing concerns about rising inflation and interest rates. We think the volatility … Read more
AB: Keep Fannie and Freddie—or Something Like Them
Congress may finally be inching toward an overhaul of the US housing finance system. That’s good. But getting reform right … Read more
Rates Are Rising. That’s Good News For Long-Term Bond Investors.
Should investors worry about the recent rise in US Treasury yields? If they’re high-frequency bond traders—maybe. But for income-oriented investors … Read more
Tech Drives Winning Bond Managers Into The Fast Lane
[REITs] Transcript I think that a lot of people believe that the most successful managers are the ones that can … Read more
Downside Protection – At What Cost?
Investors worried about an equity correction might see low volatility as a sign that buying options is a cheap way … Read more
As Volatility Spikes, Watch The Economy, Not The Market
The tremors that have battered financial markets recently have been nerve-wracking. But remember, the market is not the economy. Economic … Read more
What does it take to invest effectively in China A-shares? Boots on the ground For Starters
As the Chinese New Year approaches, investors will welcome the year of China A-shares, soon to be included in the … Read more
Why EM Debt Investors Don’t Worry About Rising US Rates
Some investors aren’t very concerned about Fed policy and rising US interest rates. That’s because history has shown that emerging-market … Read more
Has Fake News Spread To The Bond Markets?
Fake news. It’s pervasive these days. And it’s no longer exclusively a problem for politicians, journalists and Facebook. It’s made … Read more
Bet On Multiple Horses?
Market conditions may change in 2018, and that’s good for income-oriented investors. Yes, interest rates are rising and some assets … Read more
Five Reasons The Fed Could Hike More Than You Think
As 2018 gets rolling, markets don’t have great expectations for Fed interest-rate hikes. Based on futures pricing, roughly two small … Read more
Private Equity’s Trillion-Dollar Problem
After a record 2017, private equity funds have $1 trillion to deploy. The Financial Times reported this week that the … Read more
Positioning For Possibilities
We continue to see near-term positive momentum in both the economy and the capital markets, though uncertainties loom. Here are … Read more
Five Ways To Keep Your Muni Portfolio On Track In 2018
They are the primary objectives of municipal bond investing: Safety. Income. After-tax return. But the market doesn’t always provide the … Read more