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Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
A Ripe Environment for Value Valuations
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As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a higher-quality portfolio for a discounted price relative to the index, creating an attractive entry point for our actively managed small- to mid-cap value strategies. But before we get to that, let’s take a step back and look at how we got here.
Market Outlooks
Lessons From a Chaotic Year
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Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar.
Market Outlooks
3Q22 Capital Markets Outlook - Walking a Tightrope
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Entering 3Q, a higher headline inflation print pushed an already aggressive US Fed into overdrive. Markets have responded in kind- fears of a recession have grown, adding pressure to equity valuations and pushing yields higher. Brink identifies some of those select equity and fixed income opportunities. Watch as AB's Rick Brink recap this quarter's outlook for the global capital markets.
Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
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Global economic outlook now fraught with risks.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.