While we’ve become less enthusiastic over the intermediate term given rising risks, we still see a “head” instead of a “tail.”
While G3 yields have ticked higher recently, Robert Tipp, Chief Investment Strategist and Head of Global Bonds, shares mounting evidence to support a “lower for longer” thesis for developed market interest rates.
In the past decade, improving technology and shifting consumer behavior has transformed the energy landscape.
AllianceBernstein asked four institutions around the world to share their thoughts about the opportunities and challenges of responsible investing in their investment plans.
While China is still intent on broad deleveraging over the long term, it has embarked on a modest program of releveraging to avert a slowdown.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Unlike autumn where change is evident, the shift to summer is less dramatic. One day the air feels different than before, and before you know it, the chill in the nights has left, and a new season officially arrives. With relatively few meaningful shifts evident on the surface among manager expectations recently, change has been harder to recognise, but it does seem the nights are getting warmer. As often in high summer, storms – in the form of volatility – may be on the horizon....read more