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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More Insights
Fundamentals, fundamentals, fundamentals

Fundamentals, fundamentals, fundamentals

Richard Bernstein | May 2017

We've said many times politicians crave the spotlight, but it's a shame that investors watch the show. History shows quite well that fundamentals, and not politics, ultimately drive the financial markets. Our November 2014 report titled, "Are you tired of being scared yet?" emphasized that investors were overly concerned about a broad range of issues. We listed nearly 70 risks that at the time led investors to generally conclude that the stock market was an imprudent investment. That was more than two years ago, but such fears have hardly subsided.

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.


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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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