Follow the opportunities, not the crowd


Richard Bernstein Advisors LLC (RBA) is an independent investment adviser offering flexible, macrodriven investment strategies that seek overlooked opportunities around the world.

About Richard Bernstein

Explore Richard Bernstein's Advisory Blog Entries

Read Now

Insights


It ain’t just the Fed

It ain’t just the Fed

Richard Bernstein | October 2016

It seems unprecedented to us that the U.S. stock market is in the seventh year of a bull market and investors generally remain too fearful to invest in equities. The data clearly show that not only are individual investors cautious, but so are pensions, endowments, foundations and hedge funds. Investors are typically quite bullish by this time in the bull market, but that does not appear to be the case today.

“New normal”: Not new. Just normal.

“New normal”: Not new. Just normal.

Richard Bernstein | September 2016

There is a broad consensus that equities are in a “low-return environment.” Although such fears might have been expected following 2008’s bear market, it is surprising that the low-return rhetoric continues despite that the bull market is now more than seven years old.

Charts for the beach – 2016

Charts for the beach – 2016

Richard Bernstein | August 2016

It’s once again time for our annual August report called “Charts for the beach.” Take a look at five of our favorite charts that highlight what we think consensus is currently missing. Remember the best method for inserting an umbrella in the sand is to rock it back and forth!

Rabidly risk-averse

Rabidly risk-averse

Richard Bernstein | July 2016

1999 was a very unique period. There was an overwhelming consensus that the “new economy” was a permanent investment theme that couldn’t be stopped. The valuation of technology, media and telecom companies was bid to extreme valuations. Investors and pundits openly ridiculed observers, like me, who disagreed with the new era’s sustainability.



Products


Richard Bernstein Equity Strategy Fund
    • A broadly diversified global equity allocation strategy that will go anywhere, but won't be everywhere.
Richard Bernstein All Asset Strategy Fund
    • A broadly diversified global asset allocation strategy that employs a flexible investment approach.