Content (401)
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White papersJapan’s Corporate Reforms Create a Catalyst for Equity Returns
A new culture of reform at Japanese companies offers exciting potential for equity investors.
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PodcastThe End of US Exceptionalism?
Rick Brink: Hello, everyone, and welcome to this very first installment in our new AB series, Beyond Consensus: Thoughts from the Dismal Roundtable. My name is Rick Brink, Market Strategist within AB’s Client Group.
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White papersCan Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?
New research connects intensifying natural perils to their future implications for asset classes.
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White papersRenewable Energy and Insurers: Tailor Made?
Investment in clean energy infrastructure may tick a lot of boxes for life insurers.
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White papersHouse Budget Bill Signals Higher US Deficit Trajectory
Proposed tax-cut extensions and higher debt costs could amplify fiscal concern.
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White papersWater Risks: An Investor’s Guide to Navigating Sustainable Water Management
Water security represents a critical challenge for the world: how to address too much, too little and too-polluted water. In this paper, we advocate a new approach to managing water risks, aimed at securing better outcomes for communities, companies and investors.
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White papersMateriality Matters: The ESG Factors That Count
The materiality of ESG factors differs across sectors and markets. Investors need to understand how.
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White papersExploring Asset-Based Finance: Funding the Real Economy
A growing market segment offers diverse opportunities for private lenders and investors.
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White papersEmerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside.
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White papersWhy Does Volatility Often Lead to Strong Emerging Equity Returns?
Moments of Extreme Fear Have Prompted Emerging-Market Equity Outperformance.
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White papersThe End of US Exceptionalism?
We take a view in this paper that will be unpopular—defending the case for US exceptionalism.
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White papersUS Healthcare: Attractive Valuation for a Structural Growth Opportunity
US healthcare offers an attractively valued entry point for a strategic overweight allocation. This is despite considerable short-term uncertainty about the evolution of US policy. The sector is trading near historical lows globally; in the US, it is now trading at the deepest discount to the broader market in nearly 40 years based on relative forward price-earnings (PE) multiples. Its share of the broader market is at its lowest in 15 years.
