Richard Bernstein Advisors

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

Resources

Resources

Insights

Insights

Volatility Update

Richard Bernstein, October 2014

After a relatively quiet summer, broad financial market volatility has resurfaced and investors are wondering what to do.

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Is “smart beta” smart enough?

Richard Bernstein, October 2014

Investors have become fascinated with so-called “smart beta1” strategies. These strategies can be interesting, but they are hardly a panacea that will solve all investors’ problems. The term “smart beta” is somewhat new, but the strategies have existed for decades with relatively mixed performance.

1Beta is a measure of risk that shows a fund or strategies volatility relative to that fund’s stated benchmark. A fund or strategy with a beta of 1 performed exactly like the market index; a beta less than 1 means its performance was less volatile than the index, positive or negative. Smart beta may also be known as advanced beta, alternative, strategic and factor weighted beta.

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Are munis the cure for yield-starved investors?

Richard Bernstein, September 2014

Today, many volatility-wary, yield-starved investors fear that rising interest rates will devastate their income portfolios and wonder which asset class may be best to navigate this market and address the challenges they face.

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Is style box investing holding you back?

Richard Bernstein and Kathleen Gaffney, September 2014

In today’s market environment, tethering your portfolio to a style box or a benchmark could potentially lead to volatile investment returns when those asset classes or investment styles fall out of favor. Consider taking a flexible approach, which looks at the entire spectrum of equity and fixed income assets, to widen your opportunity set and further diversify your portfolio.

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Toward the sounds of chaos

Richard Bernstein, August 2014

Investors continue to react to volatility by making emotion-driven decisions that take them out of the market and put their long-term financial goals at risk.

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Lack of corporate hubris means elongated cycle

Richard Bernstein, July 2014

Despite the general consensus that a bear market is on the horizon, we do not think investors or corporations are yet setting the stage for an end to this bull market and the start of the next economic recession.

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Worried about the downside?

Richard Bernstein, May 2014

In most investors’ minds, losing money is the biggest risk they fear. While many still seem unwilling to take on excessive risk with equities, their solution to managing risk seems to be broadening the number of asset classes they own. But looking at correlations, not the number of asset classes in a portfolio, may be the best way to seek protection from the downside risk of equities.

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A Classic Barometer

Richard Bernstein, April 2014

With the yield curve in the United States still steep by historical standards, there should be ample liquidity in the economy to fuel further growth. Generally yield curves in emerging markets, however, are either flat or inverted, a situation that could create liquidity issues and curb economic and profit growth in these markets.

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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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