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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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.

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!

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

See 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

See 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

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

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