Insights

Filter Insights

Showing 1-13 of 75 Results

Seeking Stocks with Vitality in the Volatile Healthcare Sector

Healthcare stocks are in much better shape than equity investors might think.

Vinay Thapar | 24 February 2025
An iron chain is suspended between two cargo vessels, blocking access.
An Early Look at the Implications of Tariffs and a Trade War

After the trade war’s opening salvoes, tensions seem set to last for some time.

Eric Winograd | 04 February 2025
The curved walls of an ancient mud fortress stand on a sloped brick hill against a blue sky punctuated by wisps of cloud.
Why Bother with Defensive Equities During the New Trump Era?

Following a defensive equity playbook can help investors prepare for market volatility in a year of heightened uncertainty.

Kent Hargis | 03 February 2025
Close up of the skin and body folds of a red and black snake.
China Seeks Wiggle Room for Growth in Year of the Snake

China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.

Eric Liu | 28 January 2025
Multi-Asset 2025 Outlook: Expanding Horizons

As growth extends to more regions, we see expanding opportunities across countries and assets.

Caglasu Altunkopru, Aditya Monappa | 22 January 2025
A kayaker in a red kayak deftly navigates ice floes.
Can European Stocks Overcome Fallout from “America First” Agenda?

European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.

Thorsten Winkelmann, Marcus Morris-Eyton | 21 January 2025
Chris Hogbin, Global Head of Investments, Scott DiMaggio, Head of Fixed Income, and Nelson Yu, Head of Equities, at AB.
Market Outlook for 2025: Gauging the Global Effects of New US Policies

Our investment heads discuss the forces that will shape growth, interest rates and businesses around the world.

Christopher Hogbin, Scott DiMaggio, Nelson Yu | 03 January 2025
In Vietnam, a limitless landscape of verdant agricultural terraces.
Fixed-Income Outlook 2025: Fertile Ground

Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

Scott DiMaggio | 02 January 2025
Creative depiction of line chart shown in blog
US Election Could Create a Small-Cap Opportunity for Multi-Asset Investors

US small-cap stocks could get a boost from post-election policy changes.

12 December 2024
Sugar Rush or Sustained Gain? How Tax Cuts Mislead Equity Investors

Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.

John Fogarty, Chris Kotowicz, Adam Yee | 12 December 2024
A view of forests and mountains through the windscreen of a helicopter cockpit, with the pilot’s instruments seen in the foreground.
Mapping Out the 2025 Investment Landscape Across Asset Classes

Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies?

Christopher Hogbin | 05 December 2024
Close-up of the fist of the prone colossal statue of Ramesses II in Giza, with its face in the distance.
Human Rights and Portfolio Risk: Why Investors Should Think Big

With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.

Erin Bigley, Luke Pryor | 02 December 2024
 A view from below a hot air balloon with colors and patterns resembling the US flag that is being inflated.
Beyond the Trump Trade: US Equity Investing in a New Policy Era

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

John Fogarty, Dan Roarty, Cem Inal | 26 November 2024