Volatility: Managing risk with a range of strategies


Market volatility has caused investors to make emotional decisions, veering away from their investment plans.

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Insights

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It's checkers, not chess

It's checkers, not chess

Richard Bernstein | January 2017

At RBA, we strictly focus on macro fundamentals, and the data during 2016 seemed to be clearly suggesting investors were too defensively positioned. A focus on defensive income rather than on growth ultimately curtailed many investors' 2016 performance.

2017 – Inflation returns

2017 – Inflation returns

Richard Bernstein | December 2016

The major secular investment theme during the past eight years was global deflation. However, the postbubble secular period of deflation and slow nominal growth now seems to be ending, and re-inflation could be a prime investment theme for 2017. We hope to take advantage of that important shift because consensus portfolios generally remain positioned for stagnation and deflation rather than for stronger nominal growth.

Products

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Global Macro Absolute Return Fund
    • A flexible global absolute return strategy designed to complement traditional asset classes
Bernstein All Asset Strategy Fund
    • One in a suite of flexible funds managed by Richard Bernstein
Parametric Emerging Markets Fund
    • Broad exposure to emerging and frontier markets
Balanced Fund
    • Balancing risk and reward since 1932
Focused Growth Opportunities Fund
    • A laser-like focus on risk-adjusted returns

Tools & Resources


Advisory Blog

Timely insights on the issues that matter most to investors – Income, Volatility and Taxes.

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Investment Tax Center

View the breakdown of how taxes could consume more than 50 cents of every dollar earned.

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Laddered Investing Interest Rate Scenario Tool

Explore how laddered portfolios may perform during a rising interest-rate environment.

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Tax-Equivalent Yield Calculator

See how munis’ favorable tax status compares with taxable bonds of equal quality and maturity.

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Concentrated Stock Position Calculator

Discover how diversifying can be a better option than a taxable sale of stock.

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