Our Fixed Income CIO Doug Peebles and US Economist Eric Winograd take the long view on major global trends, from #debt loads and demographics to populism and technological innovation. The first video of our three-part series. #ABInsights bit.ly/2DWtwlF
AllianceBernstein (AB)
5,498 posts
AllianceBernstein LP (AB) is a leading global investment-management and research firm.
Joined August 2011
- After a tough year for US stocks, the environment still feels shaky in early 2019. But there are some bright spots amid the risks. Our US equity CIOs survey the outlook and share their views on what to look for to find winning stocks this year. #ABInsights bit.ly/2M8LDqO
- The February correction was a wake-up call. Investors should take a close look at equity portfolios and make sure that their holdings’ earnings history—and potential—is not out of synch with their returns.
- US earnings per share have surged this year, but is the growth real, or just an illusion? When the boost from tax reform subsides, companies without real business growth will be exposed. #ABInsights
- Doug Peebles, our head of fixed income, surveys three major themes to help investors in #bonds navigate today's challenging market conditions. #ABInsights bit.ly/2VHHGOq
- The potential implications of an all-out trade war between the US and China would be vast. While uncertainty abounds, three important guidelines can help investors navigate the complex wave of effects that may unfold over time. #tradewars bit.ly/2udkLAI
- #FAANG stock returns are becoming more correlated. But standard risk models are unlikely to detect any danger. bit.ly/2vYssqS
- Are US stocks too hot to handle after a nine-year bull run? Not necessarily. Despite the risks, strong fundamentals and a flood of share buybacks are providing solid support for the market and even valuations look relatively attractive today. bit.ly/2MQZO7t
- The investor questions we hear most often, answered by Doug Peebles, our fixed-income CIO. #tradewars #china #bonds #highyield bit.ly/2uWoxLS
- US companies reported stellar first-quarter profits this year. But some investors suspect that earnings growth has plateaued. Our research suggests that slowing earnings growth means nothing for stock prices. @BenEisen bit.ly/2KrrSIZ
- Should the US government be involved in the mortgage market? Yes. Here's why. bit.ly/2o2dWfN


