Content (452)
-
White papersMedical Technology Stocks: Innovation Endures as Valuations Reset
How can medical technology companies diversify an equity allocation to healthcare?
-
White papersCharting a Distinct Course to Asia’s Awakening Equity Markets
Asian equities offer hidden value in dynamic companies across fast-growing economies.
-
VideoPutting AI to Work: Testing Brand Strategy in Real Time
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
-
White papersCommercial Real Estate: It’s More Diverse Than You Think
The opportunity set in this wide-ranging market extends well beyond office properties.
-
VideoWhat Will Shape the Next Phase of Emerging-Market Equities?
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
-
White papersWhat Does the Iran War Mean for Emerging Markets?
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise.
-
White papersHow Equity Income Can Cushion Inflation and Create Durable Returns
Fears of an inflation spike bolster the case for adding equity income exposure to allocations.
-
White papersEquity Outlook: Middle East War, Energy Shock Test Fragile Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape.
-
White papersAI’s Hidden Cost: Why Water Risk Belongs on Every Investor’s Radar
Access to clean water may be a deciding factor in who wins or loses the AI race.
-
White papersPrivate Assets in Portfolios: Reassessing the Strategic Case
The private credit industry has been under intense focus in the early months of this year, with questions being raised about its role in portfolios. The Achilles heel of the industry has always been the charge that it is untested, at least in its present form, in a default cycle. Do recent developments mark such a fear coming to fruition?
-
White papersGlobal Macro Outlook: Second Quarter 2026
US foreign policy became the key variable for financial markets in the first quarter. As the Middle-East conflict expands, oil price shocks could become stagflationary, but it’s too early to know the magnitude. Our base case is that the global economy will remain resilient to this shock—as it has to many others this cycle.
-
White papersWhy Today’s Environment Favors Mortgage-Backed Securities
A strong housing market and supportive federal policy could benefit US mortgage-backed securities.
