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Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Investing Ideas
AB Disruptor Series - Q1: Inflation
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We tackle inflation in the first of the Disruptor Series by AllianceBernstein.
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
[Webinar Replay] Behavioral Finance in Bear Markets
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Behavioral Finance in Bear Markets
Market Outlooks
Exclusive Market Insight Call
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In case you missed the call, there was a lot to talk about as the recent sell-off has sent us into a bear market for the first time in over 10 years. The spread of coronavirus has brought a lot of uncertainty into the global economy as many analysts have increased the odds of a recession in 2020.
Hear Tim Clift, Chief Investment Strategist of Envestnet | PMC give his thoughts on what it all means for investors and answer some questions from advisors as well.