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Can European Equities Regain Footing amid Global Adversity?

European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.

Thorsten Winkelmann, Marcus Morris-Eyton | 18 March 2025
Global Macro Outlook:  First Quarter 2025
Global Macro Outlook: First Quarter 2025

We expect inflation to continue to move lower and growth to slow, especially outside the US. A trade war looks almost certain, with some economic effect on the US but likely larger elsewhere. The good news is the Fed appears well-positioned to respond to emerging risks in either direction.

07 January 2025
Straight jets of different colored paints are shot into water, where they burst into an explosion of color.
Equity Outlook: Preparing for Profound Policy-Driven Change

Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.

Nelson Yu | 03 January 2025
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
A telescope stands out from a purple star-spangled sky.
European Interest Rates: How Far to R*?

When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.

Sandra Rhouma | 04 December 2024
Bars of light and shade spread across a graceful colonnade in Braga, Portugal.
What Does the US Election Result Mean for Europe?

Prospective US policy changes look adverse for Europe’s governments and economies—but mostly positive for bonds.

John Taylor, Sandra Rhouma, Jamie Harding | 25 November 2024
A cross section of a generic line chart, with two lines heading down and one going up.
How Jobs Growth Informs the Backdrop for Multi-Asset Investing

Rate cuts amid economic resilience suggest a soft landing and contribute to a supportive climate for risk assets.

11 October 2024
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
Richly ornamented Chinese lanterns in a variety of sizes, shapes, and colors, aglow at night.
China's Nuanced Outlook May Favor Corporate Bonds

China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.

Eric Liu | 08 August 2024
3Q:2024 Capital Markets Outlook Video

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.

Richard Brink | 31 July 2024
Two high-rise office towers bookend two others whose upper floors are still under construction.
Multi-Asset Mid-Year Outlook: Global Growth Picture Supports Risk Assets

Improving inflation and growth scenarios should enhance the equities and bond dynamic for multi-asset investors.

Caglasu Altunkopru, Aditya Monappa | 25 July 2024
An adult cheetah accelerates as it runs through the Savannah.
Why the Fed’s Picking Up Speed Toward Rate Cuts

Earlier interest-rate cuts would come as good news for the US economy.

Eric Winograd | 15 July 2024
Global Macro Outlook: Third Quarter 2024
Global Macro Outlook: Third Quarter 2024

We don’t see evidence of market fragility, and a soft landing remans our base case. Further global disinflation could allow more monetary easing although geopolitics remain a constant risk.

03 July 2024