The Pulse by Bernstein

Stacie Jacobsen welcomes National Philanthropic Trust's Alison Morse and the Center for Effective Philanthropy's Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/2023/articles/finish-strong-make-the-most-of-year-en...

Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warrantie...

Bernstein's Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of recent strikes. Note to All Readers:  The information...

What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality.   Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representation...

Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L....

Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of an...

Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any dat...

Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or...

ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes...

While 68% of Americans agree that it's important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it...

Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Molly Heaney, Director of JM Huber and Family Board Me...

How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein's Director of Research for the Wealth Strategies Group, and Ashley Velategui, who is Natio...

Cash has come back into favor after the market turmoil and negative stock returns in 2021. Is this wise, particularly in the light of the latest banking bankruptcies? Or are there other alternatives which offer better returns and only slightly higher risk? We are joined by Maura Pape, who is a Senior Investment Strategist at Bernstein to tell us about the cost of cash.   Note to All Readers: The i...

The acute phase of banking sector turmoil may be behind us, but some investors wonder if there's another shoe waiting to drop. Could commercial real estate add to the stress—or is it an up-and-coming opportunity? On this bonus episode, Dipak Patel, Managing Director of Commercial Real Estate at AB, weighs in.   Note to All Readers: The information contained here reflects the views of AllianceBerns...

The active ETF space has grown by leaps and bounds in recent years. This is partly due to changes in regulation, making it easier and smoother to create ETFs, but the big attraction of active ETFs is they are considerably more tax efficient than comparable instruments like mutual funds. In this episode, John Mclaughlin, National Director on the Tax and Index Strategy Team in Bernstein's Investment...

AllianceBernstein recently purchased CarVal, an alternative investment manager with established expertise in clean energy markets. In this episode, Host Stacie Jacobsen first talks to Co-Head of Investment & Wealth Strategies and Host of our Women and Wealth podcast Beata Kirr about this exciting alternative investment. Then we hear Beata's interview with ABCarVal's Managing Principal Jody Gunders...

This week we bring you a bonus edition about the Silicon Valley Bank collapse and its wider implications. We talk with National Director of our Core and Alternative Fixed Income efforts Todd Buechs to explain the why behind what happened plus more. Note: This episode was recorded on March 14th.   Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or i...

On today's episode Senior Managing Director Brian Haloossim is our Guest Host and sits down with entrepreneur Jaimie Schmidt, Founder of Schmidt's Natural and Color Capital. Her story is remarkable. She started making personal care products in her kitchen in 2010 and seven years later was selling those products to over 30,000 retailers in 30 different countries, before selling her business for mil...

Continuing our discussion of income-based alternative investments, in this episode we turn our attention to growth assets - specifically private equity. The latter is attractive for one big reason: returns habitually outperform public markets. But investors have to be comfortable with features unique to this market such as a long lockout period and also a higher risk profile than would be common i...

Given the sub-par performance of major and traditional asset classes, and the profound uncertainty of the 2023 outlook, it might now be the time to look at alternative investments. Here at AB, we divide this world into four sub-groups: direct lending, real estate, hedge funds and private equity. We'll be looking at the income segment of this area of investment with special guest Todd Buechs, Senio...

The collapse of FTX underscored some of the major fault lines in the world of crypto assets. Yet institutional involvement in the space is increasing. Bernstein's Senior Research Analyst Chris Brigham and AllianceBernstein's Head of Taxable Bond Trading Sasan Doroudian join host Stacie Jacobsen on the latest episode of The Pulse to talk us recent developments and what the #crypto world needs to do...

After a couple of distinctly volatile years in financial markets that have stressed investors, can we look forward to better times in 2023? As inflation continues to be the dominant determinant of markets and the Fed strikes a hawkish posture, is there any possibility we will avoid a recession? Bernstein Research's Senior US Economist and Strategist, Eric Winograd, joins The Pulse to dissect the c...

Purpose-driven (or "ESG") investing is in the news every single day. What's led to the sharp rise in assets and interest in purpose-driven strategies and what controversies have emerged along the way? Bernstein National Director of Purpose-Driven Strategis, Travis Allen, joins The Pulse to discuss.     Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P...

Do corporate earnings look like we're in a recession or not? What sectors are outperforming others, fundamentally and in the market? Has the value and growth rotation run its course? Bernstein Research's Senior US Quantitative Analyst, Ann Larson, joins The Pulse to share the key takeaways from the most recent quarterly earnings season and the outlook for what's coming next.   Note to All Readers:...

After a rough first half of the year for most markets, our Co-Heads of Investment Strategy, Beata Kirr and Alex Chaloff, join The Pulse to lay out our perspective on where we stand and what may come in the second half of the year and into 2023. Will there be a recession? Will inflation ease? What should investors do?   Note to All Readers: The information contained here reflects the views of Allia...