With more investors looking for defensive trades, what counts as a defensive trade in today’s environment? Differences in valuation—and different interpretations of what counts as defensive—mean that not all such trades are equal.
Inigo Fraser-Jenkins | 20 March 2025Staying invested in EM stocks can help avoid sacrificing attractive return potential.
Sammy Suzuki | 20 March 2025Though geopolitics has come to the fore, insurers are addressing a wide range of other issues.
Bob Sharma, Gerry Anderson | 19 March 2025European equities have started 2025 on a positive note. Several factors could help support the market overcome challenging conditions.
Thorsten Winkelmann, Marcus Morris-Eyton | 18 March 2025The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a tactical shift or the beginnings of a longer bearish trajectory for markets.
Inigo Fraser-Jenkins, Alla Harmsworth | 17 March 2025Banks’ retreat is creating opportunity for investors.
James Sackett | 14 March 2025The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Inigo Fraser-Jenkins | 10 March 2025Though the new US policy focus is on oil and gas, wider opportunities still beckon.
David Wheeler, Erin Bigley, Ian McNaugher, Jayme Lisiewski | 03 March 2025A holistic approach may help insurance investors navigate an expansive opportunity set.
Peter Gordon, Marshall Glick, Eric Goldstein, Gary Zhu, Deanna Leighton | 03 March 2025The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
John Lin | 28 February 2025Natural language processing can give investment managers an early warning about negative ESG news.
Yuyu Fan, Kathleen Dumes, Patrick O'Connell, Evan Follis | 27 February 2025With major US policy change unfolding, flexibility across and within asset classes will be critical.
Karen Watkin, Fahd Malik, Edward Williams | 26 February 2025Healthcare stocks are in much better shape than equity investors might think.
Vinay Thapar | 24 February 2025This is a marketing communication. This information is provided by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results.
This information is directed at Professional Clients only and is not intended for public use.