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The US National Debt: Debt or Alive?

The US debt burden has grown substantially, with no easy solution in sight. What's the answer, and what does it mean for investors?

Eric Winograd, Chris Brigham | 07 October 2024
A long, illuminated bridge snakes through the evening mist toward a distant location.
Thematic Investing: More Than Just a Good Story
Strategies and Best Practices for Equity Portfolios

How can equity investors build portfolios that capture the potential of exciting thematic stories?

Nelson Yu, Dan Roarty, Lei Qiu, Jonathan Berkow | 26 September 2024
Brave New World: 2024 European Insurance Outlook
Brave New World: 2024 European Insurance Outlook

Insurers likely face a very different investment regime today than they have in the past, with higher and more volatile interest rates as well as structurally higher inflation.

Inigo Fraser-Jenkins, Richard Roberts | 19 January 2024
Two pink flamingos face each other, standing on their thin legs in a body of water.
Biodiversity in the Balance
How Nature Poses Investment Risks and Opportunities

Biodiversity is gaining prominence as a potentially material issue for companies and investors around the world.

Sara Rosner, Patrick O'Connell, David Tsoupros | 10 January 2024
From the Ground Up
Sowing the Seeds of Biodiversity Investment

Companies that provide effective solutions to biodiversity loss are likely to enjoy substantial growth potential, creating exciting opportunities for investors.

Joseph Sun | 11 July 2023
Turning Less Into More
How to Improve Equity Outcomes by Reducing Risk

Market volatility isn’t going away soon. Equity portfolios that seek to reduce losses in downturns can deliver surprisingly resilient return patterns—helping investors stay in the market through bouts of turbulence.

01 June 2023
Leveraging Text Mining to Extract Insights From Earnings Call Transcripts
Leveraging Text Mining to Extract Insights From Earnings Call Transcripts

In research contributed to the Journal Investment Management, AB's data science experts test the efficacy of text mining techniques and find that there are opportunities to use these signals in stock selection.

Andrew Chin, Yuyu Fan | 24 May 2023
Unlocking Insights and Opportunities with NLP in Asset Management
Unlocking Insights and Opportunities with NLP in Asset Management

A confluence of events is affecting the asset management industry, forcing industry participants to rethink their competitive positioning and evolve to survive in the new world order

Andrew Chin, Che Guan | 24 May 2023
Stacks of wine barrels are lined up in two rows and curve into the distance of the long cellar.
Finding Stocks with Staying Power
The Quality Dimension

In times of uncertainty, a well-defined focus on quality companies can help provide a solid foundation for long-term equity return potential.

18 September 2022
Global Macro Outlook - Third Quarter 2022

Inflation remains persistent and central bankers responded with aggressively tighter monetary policy, which will mean slower growth. Although the near-term outlook is challenging, perspective is important. For example, not all economic downturns are catastrophic and households around the world are still on solid financial ground.

30 June 2022
Molecular structures are floating against a blue background.
The Synthetic Biology Revolution
Investing in the Science of Sustainability

As the transformational science of synthetic biology makes a growing impact on more industries, equity investors will find exciting opportunities.

Edward Bryan | 23 November 2021
A fisher casts a net in open water, silhouetted by the sun.
Modern Slavery Risk
The Investor's View

Modern slavery is a clear risk to people-and a growing concern globally. Through comprehensive research and engagement with companies, investors can not only report on modern slavery risks but also strive to reduce them. This can drive better outcomes for investments and the world.

13 October 2021
Interlocking circuit boards glow and blink from digital activity.
New Frontiers
Central Banks Pursue Digital Currencies

Could national currencies go digital? No, they wouldn’t be cryptocurrencies, but the Fed and other monetary policymakers are testing the waters of augmenting traditional currencies with digital versions. Who’s in the lead, and what challenges are central bankers working through?

Eric Winograd | 15 September 2021