The Pulse by Bernstein

Bonds have had a tough start to 2022 as interest rates have risen. With the Fed likely to raise rates into 2023, what's next for bond fundamentals and performance. Bernstein Muni Portfolio Manager Daryl Clements discusses his outlook and whether there's any opportunities over the near-term.     Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its...

As inflation pressures and recession fears have increased in recent months, the health of the US consumer has come into focus. AllianceBernstein Research Analyst Snezhana Otto joins The Pulse to break down where consumer finances are strong, where demand is rising, and how companies are adjusting. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or...

Computer chips surround us every day, controlling everything from your laptop to your refrigerator and your car. Bernstein Research Senior Analyst, Stacy Rasgon, joins The Pulse to explain how this single industry become ground zero for turbulence in the global economy and what he expects from here. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. o...

Mike Mathay, a Senior Research Analyst on the AllianceBernstein investment team, joins The Pulse to discuss the pandemic and recovery-related shocks to the global supply chain... When will your shower door arrive? Why are car prices so high? Should you be loading up at the off-price store? And most importantly, how are businesses and investors navigating this challenging environment?     Note to A...

When the coronavirus pandemic hit, the real estate sector was quickly divided into winners and losers. Two years later, we look at what's changed and what hasn't. Two AllianceBernstein portfolio managers, Eric Franco and Ajit Ketkar, join The Pulse to discuss the latest trends in each area of the public real estate market. What happened to the death of the office and the death of retail, should yo...

After two surreal years in the economy and markets, what lessons should we draw from the recent past and what can we expect from 2022? Bernstein's Senior Investment Strategist Moira McLachlan joins National Director of Investment Insights Matt Palazzolo to discuss what we've seen and what may come next.   Note to All Readers: The information contained here reflects the views of AllianceBernstein L...

Lei Qiu, portfolio manager of AllianceBernstein's Global Disruptors strategy joins The Pulse to share her view on the latest industrial and consumer revolutions. What technologies will drive us into the future? What's the difference between a good idea and a great investment? She shares her perspective and approach with us. You can read Lei's blog on the subject here:  https://www. alliancebernste...

Darren Williams, AllianceBernstein's Director of Global Economic Research, joins The Pulse to discuss past inflationary events and what inflation might look like in the future. His team's white paper on inflation is available here. And for more insights, be sure to check out the Investment Strategy Group's work on inflation, which looks at why it's such a challenge for investors, how to gauge your...

Bernstein Research's Biopharma Analyst, Ronny Gal, joins our Co-Head of Investment Strategies, Beata Kirr, to discuss the latest covid trends. What do you need to know about the delta variant, vaccines, the road to herd immunity, and how the science behind the covid vaccine is likely to keep changing our lives in the future? Find out on this episode of The Pulse. Note to All Readers:  The informat...

Bernstein's Director of Wealth Strategies, Bob Dietz, joins The Pulse to discuss the potential for taxes to rise, the latest happenings in Washington, and how investors can protect their portfolios from unnecessarily high tax bills. 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...

Eric Winograd, AllianceBernstein's Senior Economist covering the US, Mexico, and Canada, joins The Pulse to discuss the US's rapid recovery from the pandemic recession, the outlook for the labor market, and of course, what's happening with inflation and the Federal Reserve. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sourc...

What have we learned about the economy and the markets in the past few months? Bernstein Research's Senior Quant Analyst Ann Larson joins The Pulse to discuss our takeaways from companies' earnings reports, how Tech stocks can still be Value stocks, why "improvers" might make the best ESG investments, and more. Note to All Readers:  The information contained here reflects the views of AllianceBern...

With the first quarter of 2021 in the rearview mirror, what's our outlook for the rest of the year? How have our views changed as vaccines have rolled out and the economy has begun to rebound in the past few months? Bernstein's Co-Heads of Investment Strategy, Alex Chaloff and Beata Kirr, join The Pulse to map out our view from here. Note to All Readers:  The information contained here reflects th...

Investing with a purpose took a leap forward in 2020, as investors expressed a growing desire to do good while making a profit. But not all purpose-driven funds offer the same level of impact. At one end of the spectrum, funds just add labels—a marketing ploy. At the other end, the UN sustainable development goals are fully-integrated throughout the investment process—an all-in approach. Where doe...

Record amounts of cash are piling up in money market funds. And while not all of it is available for investment—a lot could be. Yet anxiety about markets and the powerful force of inertia prevents many investors from putting that money to work. We lay out a step-by-step framework to help you get comfortable enough to move off the sidelines. For more on the blogs mentioned in today's episode, visit...

Bernstein hosted a webinar with some of our leading investment professionals from our Investment Strategy, Economics, US Equity, International Equity, Fixed Income, and Tactical Asset Allocation teams to discuss what 2021 might look like for the global economy and markets. When will the pandemic end, how will the economy recover, and is there a bubble in everything? These are some of the questions...

Valerie Grant, the co-manager of AllianceBernstein's Responsible US Equities (ReUSE) portfolio and co-chair of the firm's ESG Research Committee joins the Pulse to discuss the evolution of responsible investing. Why invest responsibly? How has ESG evolved? And what's next in the world of responsible investing? Note to All Readers:  The information contained here reflects the views of AllianceBerns...

Frank Newport, Senior Scientist and the former Editor-in-Chief of Gallup, joins Matt on the Pulse to discuss what he was looking at going into the election and what we learned coming out of it. 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...

Are stocks disconnected from the economy? Do the Big Tech stocks represent an opportunity or a risk for investors? What will the election mean for the economy and markets? Bernstein's Co-heads of Investment Strategy, Alex Chaloff, and Beata Kirr, join Matt Palazzolo to discuss the major questions about the markets as we head into the final quarter of the year. Note to All Readers:  The information...

When we have a coronavirus vaccine, what might its benefits look like? How quickly will people accept it and be willing to get vaccinated? And how will that affect our ability to end the coronavirus pandemic? Ronny Gal, Bernstein Research's US Biopharma Senior Analyst, joins our Co-Head of Investment Strategy, Beata Kirr, to discuss what the world might look like once we have a vaccine. Note to Al...

How is the market poised to respond to the approaching election? Bernstein's Co-Heads of Investment Strategy, Alex Chaloff and Beata Kirr, join us to discuss what aspects of the election we have our eyes on and how we're preparing portfolios for whatever November brings. Note to All Readers:  The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources...

As companies recover, will they invest more in labor-saving technology as they did in previous recessions? Accelerating automation would have a major effect on corporate profitability as well as ramifications for the most vulnerable socioeconomic groups. With the virus deepening existing inequalities, investors may opt for new ways to responsibly allocate capital in response. Matt continues the di...

What will the world look like after the coronavirus crisis has passed? Will inflation rear its head as a result of Congress' stimulus spending and the Fed's injections of liquidity into the financial system? Chris Brigham, a Senior Research Associate on our Investment Strategy team, joins Matt to discuss their recent blog series looking at the impact the coronavirus might leave on our lives and th...

Responsible investing is having a moment. But things seem different this time. Instead of kicking the tires, many investors appear ready for a headlong plunge. Spurred by the pandemic and protests against racial injustice and systemic inequity, there's an increasing willingness to take a long-term stand—rather than wait on the sidelines for others to do the work. In the launch episode of On Purpos...

Is your portfolio riskier than anticipated? Sometimes dissociated stocks move together and expected diversification fails. Cluster analysis can help uncover these unknown connections. Guests Nelson Yu and Peter Chocian from Bernstein's Equity Quantitative Research team join Matt to discuss how to locate and combat these risks. Note to All Readers:  The information contained here reflects the views...