Richard Bernstein Advisors

Richard Bernstein Advisors LLC serves as subadvisor to two Eaton Vance mutual funds and provides timely thought leadership.

Resources

Resources

Insights

Insights

The American Industrial Renaissance Revisited

Richard Bernstein, Q1 2014

It remains unlikely that the United States will be the manufacturing powerhouse that it was during the 1950s and 1960s, but many factors are suggesting that the U.S. industrial sector will continue to gain market share.

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Market Share: The next secular investment theme

Richard Bernstein, Q1 2014

A myopic focus on profit margins may miss an important investment consideration. Whereas most investors remain fearful of margin compression, we prefer to search for an investment theme that could emerge if margins do indeed compress.

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Equity Bubble? No.

Richard Bernstein, Q1 2014

A growing contingent of market observers is fearful that the U.S. equity market is in some sort of a bubble. We disagree completely with this notion. A strong market rally that many investors have missed is hardly sufficient grounds for a financial bubble.

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Key Investment Themes for 2014

Richard Bernstein, January 2014

Richard Bernstein annually publishes a list of investment themes that he believes are critical for the coming year.

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Like a Shakespearean script

Richard Bernstein, December 2013

Like the different plots in various Shakespearean plays, the catalysts that begin and end each market cycle as well as the events during the cycle are always different. However, market cycles seem to follow a script and, so far, this cycle seems to be following the script almost perfectly.

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EM: The growth story that isn’t

Richard Bernstein, December 2013

We remain very concerned about emerging-market (EM) stocks and bonds. The recent outperformance of EM stocks is again luring many investors to once again touch the hot stove. Emerging markets seem to have some significant structural and cyclical issues about which investors seem unaware or seem to be ignoring.

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The global sea change continues

Richard Bernstein, September 2013

Our long-standing theme has been that the U.S. stock market is again a growth market. Whereas investors generally still believe that the emerging markets are a growth story, the data increasingly suggest that growth is now predominantly in the developed markets. When it comes to quality, transparency and consistency of growth, the U.S. seems to stand above other markets.

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Are you managing volatility or is it managing you?

February 2014

Market volatility has often caused investors to make emotional decisions, resulting in performance that may have hindered their progress toward long-term goals.

Eaton Vance believes that a sound investment strategy can and should provide long-term investors with the tools needed to effectively manage market volatility.

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Charts for the beach

Richard Bernstein, August 2013

Our basic positions are now famous (or infamous). We continue to favor U.S. assets and to shield our portfolios from the ongoing and broad problems in the emerging markets. In the spirit of August, we forego significant text this month to present a series of charts that outline a few of the opportunities and risks we see in the global markets.

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Japan – The land of the rising stock market

Richard Bernstein, August 2013

We have been ardent bulls on the Japanese stock market since last fall. Our thesis has been a simple one: For the first time in the history of our data, Japan began running consecutive monthly current account deficits.

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Taper

Richard Bernstein, July 2013

If SNL’s Emily Litella worked on Wall Street, she’d probably be asking, “What’s all this hubbub about the Fed’s tapir? After all, it’s a fine animal that never hurt anyone on Wall Street.” It would then be pointed out to her that the word was “taper” and not “tapir.” She would politely end her commentary with her famous, “Never mind.”

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The unloved bull market: Richard Bernstein on the U.S. equity rally

Richard Bernstein, June 2013

The U.S. equity market has seen quite a rally in 2013. Both the Dow Jones Industrial Average and the S&P 500 Index eclipsed their 2007 record closing highs in the first quarter and are up 17.4% and 16.7%, respectively, year-to-date as of May 15, 2013. Additionally, the S&P 500 has risen more than 140% from its bear market low on March 9, 2009, having done so against a slowgrowth economic backdrop.1

1 Source: Factset. The Dow Jones Industrial Average is a price-weighted average of 30 U.S. blue-chip stocks traded on the New York Stock Exchange and the NASDAQ. The S&P 500 Index is an unmanaged index of large-cap stocks commonly used as a measure of U.S. stock market performance. Index performance is historical and not indicative of future results. It is not possible to invest directly in an index.

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The Real Great Rotation

Richard Bernstein, June 2013

The phrase "Great Rotation" has come to mean a sizeable shift in asset allocations from bonds to stocks. We, too, believe that stocks are likely to secularly outperform bonds, but we don’t think that is the "great rotation" about which investors should be concerned.

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