*Bernstein does not provide tax, legal, or accounting advice.
Perspective on the Markets
What global forces in play today will shape world markets and impact your investments? Each quarter, we offer our take.
Featured Market Outlook
With markets roaring so far in 2024, can the momentum be sustained into year-end and 2025? What do Fed rate cuts hold in store for the economy?
With the economy seemingly on its way to a soft landing, the markets are roaring. As we get through the election and turn to 2025, what can we anticipate next in the economy and markets?
The US debt is near its highest level in history and on track to grow from here. Neither political party currently seems intent on making it more sustainable. What risks does that present for the US economy and for investors? How can the debt issue be solved and what does that mean for investment portfolios?
Navigating private markets
Bernstein CIO Alex Chaloff recently joined Michael Sidgmore on the Alt Goes Mainstream podcast, where he discussed private markets, Bernstein's approach to portfolio construction, and current market opportunities in both public and privates.
Enduring wealth management advice
While no two markets are ever the same, investors are always searching for timeless wisdom when it comes to wealth management advice. That’s why we help clients continually adapt to changes in the market outlook with an eye towards reaching their long-term goals.
Data, policy, and the influence of geopolitical events on global macroeconomics all play a role. But we also analyze how these trends impact specific countries and companies as well as decisions around security selection. Are pockets of the market growing more attractive due to indiscriminate selling or mispricings? We’ll help point the way.
Market outlook... or look out?
Sometimes investors want to know, “What should I do with all this seemingly contradictory information?” Often, the least impulsive path helps you unlock the most potential.
It’s only human to get nervous when markets turn volatile. But history offers a clear lesson for the emotionally minded: timing the markets is impossible, returns usually come in unpredictable bursts, and volatility tends to reveal opportunities. In short, having a long-term perspective helps you withstand turmoil and embrace potential. As in life, persistence, perspective and calm often makes for the best wealth management advice.
Make confident choices
Part of our wealth management advice includes helping clients avoid making counterproductive, emotional decisions by leveraging our sophisticated modeling, which weighs outcomes and probabilities of loss under a variety of scenarios. In other words, our analysis allows clients to seize rewarding opportunities while visualizing their likelihood of achieving their goals.
Once advisors help clients uncover their top priorities and concerns, our modeling calculates the tradeoffs between various asset allocation or planning strategies—and determines whether the current path, or a course correction, is required.
The tool is designed with the long-term in mind—anything from 10 to 50 years into the future—and includes simulations for 10,000 different economic paths, covering a wide range of potential macroeconomic and asset price outcomes. Clients find the analysis comforting, especially during large market moves and in rapidly changing environments.
