Richard Bernstein Advisors

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





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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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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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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