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Market Outlooks
The Hunt for Quality: Searching for Durable Stocks in Uncertain Times
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High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential. But to consistently find companies that meet the highest quality standards requires research, judgment and investing skill.
Market Outlooks
2Q22 Capital Markets Outlook - Finding Sea Legs in a Storm
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Entering the year, the market was near record highs, only to be weighed down by fears of increased inflation, higher interest rates and the prospect of accelerated Fed tightening. Watch as AB's Walt Czaicki recap this quarter's outlook for the global capital markets.
Market Outlooks
Weekly Macro Update: Globalization is Still Strong, but Changing
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Global integration has clearly not stopped, but it is changing. Even with the pandemic’s disruption of global supply chains and rising U.S.-China tensions, investors should continue to count on a world that seems to be further integrating, rather than falling apart.
Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
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FIFO gives China the global distribution edge across export sectors, even those that fell.
Market Outlooks
Weekly Macro Update: Coiled Spring
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Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring".
Market Outlooks
Weekly Macro Update: Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Market Outlooks
Weekly Macro Update: Deal or No Deal?
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Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
Market Outlooks
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Market Outlooks
Weekly Macro Update: A Promising Update on the Vaccine we are All Waiting for
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We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.