Richard A. Brink, CFA

In 2025, active investors can find opportunities amidst upcoming policy changes and the evolving macro landscape. With healthy bond yields and potential beyond the dominant leaders of the US equity market, the journey ahead promises to be anything but smooth. However, disruption often paves the way for strategic maneuvering.

In our latest AB Disruptor Series episode, we take a closer look at the implications of a polarized US electorate on the macro and market landscape.

In our upcoming AB Disruptor Series webcast, we’ll explore the changing dynamics of US elections and the potential implications for markets and investing.

Watch AllianceBernstein's Chief Market Strategist, Rick Brink, as he delves into the current economic landscape. We believe investors should remain focused in the third quarter, looking for opportunities to separate the signal from noise.

As normalization returns to markets in 2024, we expect inflation to return to the Fed’s target and for economic growth to moderate. Investors can still benefit from capital markets, but brace yourself for a rebalancing of asset prices.

The three themes in capital markets are: resolution, resistance, and normalization. After a strong start to the year there are risks in the current environment, but a bigger risk may be waiting.

2022 was one of the toughest years ever for markets. With markets reshaped and valuations lower, the opportunity set for 2023 has grown, but the devil is in the details.

The renewable energy transition won’t be linear, and it won’t be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. In the latest webcast, The Future of Energy, Part II, AB Chief Market Strategist Rick Brink and an expert panel turn the focus to the massive investment implications from reengineering a century-and a-half-old energy system. Watch the latest from the AB Disruptor Series as our panel of energy experts zero in on critical issues in the energy story.

The renewable energy transition won't be linear, and it won't be smooth-reinventing a global energy system in just 20 to 30 years is a monumental task. In the latest webcast, The Future of Energy, Part II, AB Chief Market Strategist Rick Brink and an expert panel turn the focus to the massive investment implications from reengineering a century-and a-half-old energy system. Watch the latest from the AB Disruptor Series as our panel of energy experts zero in on critical issues in the energy story.

Entering 3Q, a higher headline inflation print pushed an already aggressive US Federal Reserve into overdrive. Markets have responded in kind- fears of a recession have grown, adding pressure to equity valuations and pushing yields higher. AB Chief Market Strategist, Rick Brink, identifies some of those select equity and fixed income opportunities.

The potential for deglobalization and the reversal of other secular trends is likely to squeeze returns, requiring investors to take a fresh look at portfolio design.

AB's Director of Developed Market Research provides a detailed economic view of what's driving inflation today and what to expect in the future.

Given the dominance of inflation in today's capital markets discussion, AB's market strategist evaluates the effectiveness of inflation protection options.

Even if this US election has a bigger impact on markets than in the past, we would advise against building an investing strategy based on a potential political outcome for several reasons.

We enter 2020 on the heels of a strong year for both stocks and bonds, fueled not by robust economic growth or earnings but by market-friendly monetary policy led by falling interest rates. With modest returns and volatility expected, investors should consider a “participate and defend” approach.

Investors have had a very favorable experience year to date with continued strong returns across the board in the second quarter. As we anticipate the investment climate to change, we also expect the need for services that both participate and defend to increase. Find out more about the opportunities and potential challenges we see ahead in our latest capital markets video.

What sources of market returns can withstand late-cycle uncertainty? By identifying the right ingredients, we think investors can create an allocation with the potential to overcome new challenges and perform well over the long term.

These are tricky days for the global economy. As growth downshifts and corporate earnings weaken, some investors are dusting off playbooks for late-cycle investing. That makes sense, but there are a few twists to today's market conditions that may require new responses.

Perhaps the best way to summarize 2018, is the continued strength in developed markets, labor performance and the consumption it would allow, against fears of global trade, trade policy and tightening financial conditions.

Perhaps the best way to summarize 2018, is the continued strength in developed markets, labor performance and the consumption it would allow, against fears of global trade, trade policy and tightening financial conditions.

Without question the biggest story in capital markets here today is the massive divergence between U.S. equity returns and the rest of the world. And we've got three culprits largely behind it.

The search for income is getting harder, and there's no shortage of suggestions on where to get a little bit more. But what about the cost? We think that focusing on creating a better return sequence can help investors access more efficient income.

It's been a rocky start to 2018 for equity markets globally—volatility has returned with a bang and February saw the first 10% market correction in a while. So, why are active managers smiling?

The active/passive debate has been raging for years, and both approaches have merit. But there's more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks.