Disruptor Series by AllianceBernstein

In our latest installment of the AB Disruptor Series, we adjust our lens. Instead of zooming into a specific topic, we'll zoom out, assessing the big picture of investing today. Market dynamics have been shifting—and not for the better—among structural headwinds, years of sequential inflation/affordability shocks and recurring geopolitical flare-ups. The challenge for investors? Design portfolios...

As we continue our AB Disruptor Series, our deep dive into artificial intelligence, we shift our lens from the contributors to AI's industrial backbone toward the companies shaping—and being shaped by—the AI era. The commentary provided herein by AllianceBernstein L.P. are from sources it believes are reliable as of 06/11/2025. AllianceBernstein L.P. makes no representations or warranties concerni...

In this episode: Register for our 3Q Capital Markets Outlook Webcast: https://info.alliancebernstein.com/3Q25-CMO.html? partnerref=DisruptorPodcast Artificial intelligence is everywhere—but what powers it is often overlooked. In this latest installment of the AB Disruptor Series, we'll look behind the algorithms and output to examine the critical ecosystem that underpins AI. We'll explore the key...

Healthcare is undergoing a profound transformation driven by groundbreaking advancements in technology, data and medicine. From predictive analytics and AI-enhanced diagnostics to precision treatments and robotics, these innovations are revolutionizing patient care. This episode explores how the healthcare industry has evolved through three lenses: pre-diagnosis, diagnosis and treatment. We'll hig...

Description: The 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country's history. What started as a historic contest between the current president and former president has evolved into a flurry of poll-changing, momentum-shifting developments. In our latest episode, our experts turn their attention to these drivers: the rise of politic...

Today's investment world has been called a "factor zoo," but value was arguably the first. With name-dropping candidates from Graham-Dodd to Fama-French to Warren Buffett, the original style, termed an investment "superfood," earned that label by outpacing growth over the better part of a century. The tide turned for value around the time of the global financial crisis (GFC), with its popularity f...

US banks continue to garner headlines—almost a year removed from the heart of the regional crisis, and with the looming end of the Fed's program to help stop the bleeding. Commercial real estate's challenges remain—as does the pressure on banks, which delivered a healthy share of capital. But a bigger story has been afoot: the incredible shrinking US bank sector. Its numbers, which have withered f...

Description: Housing is the biggest asset many of us will ever invest in, and COVID-19 and its related policy decisions caused mass disruption. As mortgage rates plummeted to record lows, refinancing exploded and home values surged. When rates then rebounded to multi-decade highs, housing inventory evaporated. Many of the big storylines in residential real estate today and tomorrow, however, are a...

Real estate is the original asset: a distinct combination of investment potential and utility for businesses and households. That's why COVID-19, and its impact on inflation and interest rates, had remarkable effects on the market. Home prices soared, hotels and shopping malls emptied, and office buildings faced a cloudy future. As the economy and markets adapt to a reshaped landscape, how should...

The common wisdom may say that the impasse will be worked out because the cost of failure is too steep, but at the center of the debate two key questions always emerge as markets monitor the give-and-take: How much debt is actually too much? And what determines when a country reaches that point? In the latest installment of the AB Disruptor Series,  Unpacking the Debt Problem , Rick Brink, AB's Ch...

The renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. In this episode, AB Chief Market Strategist Rick Brink and an expert panel turn the focus to the massive investment implications from reengineering a century-and a-half-old energy system. DISCLAIMER Note to All Readers:  The information contained h...

Energy prices have been on a rollercoaster ride the past few years, and the invasion of Ukraine upended the entire supply/demand framework. The path ahead for energy—and related investment opportunities—will be defined by how today's "power problems" are resolved. Listen to the latest from the AB Disruptor Series Podcast as Rick Brink, our Chief Market Strategist, and a panel of energy experts zer...

Have COVID-19 and geopolitics hastened the decline of globalization and other tailwinds that drove an era of exceptional returns? That's the question on the agenda in the next installment of the Disruptor SeriesSM from AllianceBernstein. Our experts tackle the big issues facing capital markets and look closer at the challenges to a powerful mix-including globalization, automation and demographics-...

Dormant for many years, inflation has returned with a vengeance—fed by pandemic-related challenges and easy-money policies. Inflation may end up as a temporary condition or a longer-lasting issue, but in either case it's top of mind for many investors today. Hear from AB experts as they tackle inflation in the inaugural edition of the Disruptor Series by AllianceBernstein. DISCLAIMER Note to All R...