Episodes
As public health officials focus on coronavirus containment strategies, a single question dominates: when will a vaccine be ready? That was the question we put to Ronny Gal, Bernstein’s senior research analyst specializing in Global Biotechnology and...
Published 03/19/20
In our first episode of "Coronavirus and the Market Impact," we discussed our initial views on the effects of  the pandemic on the global economy and markets. In this episode, our investment experts update our thoughts on the market and our portfolio...
Published 03/17/20
Investment leaders from across Bernstein discuss the coronavirus and its impact on the economy, financial markets, and your portfolio.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and...
Published 03/02/20
Is your portfolio riskier than anticipated? Sometimes dissociated stocks move together and expected diversification fails. Cluster analysis can help uncover these unknown connections. Guests Nelson Yu and Peter Chocian from Bernstein’s Equity Quantitative Research team join Matt to discuss how to locate and combat these risks. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date...
Published 02/11/20
 How can you enhance your strategic asset allocation to navigate the return environment ahead? One solution: Alternatives. Clare speaks with Janette Burke, partner at Cordia Partners and Alex Chaloff, Bernstein's Head of Alternative Asset Strategies, about the investment landscape, asset allocation, and alternative investments. And for more, read “Can Alternative Investments Provide a Boost for Nonprofits?” http://bit.ly/altspodcast | Note to All Readers: The information contained here...
Published 02/05/20
What returns are we expecting over the next few years? Will geopolitics derail the markets? Is responsible investing just a fad? Matt Palazzolo, Moira McLachlan, and Travis Allen answer these and other investment questions, as well as give our predictions for this decade. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no...
Published 01/28/20
Each day in America, there are 28 hate crimes perpetrated with a gun. How can we change the narrative to positivity and hope? Jonathan Greenblatt, from the Anti-Defamation League, and Marlon Chamberlain, of Readi Chicago, join moderator Dan Protess, from WTTW offer solutions. | The information presented and opinions expressed are solely the views of the guest speaker(s). AllianceBernstein L.P (“AB”). or its affiliates do not provide any endorsement of the products or services associated...
Published 01/07/20
2019 was better than most expected, but issues still remain. What key factors will influence the markets in 2020? Matt and Seena unpack 2019 and what's ahead. For more, read our Capital Markets Outlook blog, "2020 Brings Less Uncertainty, But Not Certainty." http://bit.ly/jan20cmo | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes...
Published 01/02/20
With rising geopolitical uncertainty and fears of stagnation, investors are looking for ways to lessen portfolio risk. Could gold be the answer? AB portfolio manager Vinod Chathlani walks through the pros and cons. http://bit.ly/goldworthitsweight | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties...
Published 12/17/19
Named one of the top 15 most powerful women in Hong Kong, Bonnie Chan Woo took her company public—then pivoted to raising the profile of other female founders. Beata talks to this trailblazer about unconscious bias, being the “good girl”, and building a storytelling platform for female entrepreneurs. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast....
Published 12/10/19
How can we change the trajectory of wealth, impact and influence for investors and communities of color? Join James Seth Thompson, Head of Diverse Markets Strategy at Bernstein, as he seeks to inspire and empower meaningful generational planning and legacy building for families, causes and communities. James and his roundtable guests will have courageous conversations about prioritizing intent, values, and purpose when creating wealth, impact and economic inclusiveness. The perspectives will...
Published 12/04/19
Laura Malcolm turned an unexpected personal loss into a revolutionary way to lend a hand. She shares insights on female founders, funding, and inspiring others to rethink their giving. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that...
Published 12/03/19
Europe has underperformed for several years, but since the beginning of September, has modestly outperformed the US. Is this the start of a trend? Matt and AB portfolio manager Nick Davidson walk through the drivers that can sustain the rally. To learn more, read http://bit.ly/Dec19CMO. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P....
Published 12/01/19
A few charitable organizations raised more money last year, but most have seen a fall-off. Clare talks with CCS Fundraising's Greg Hagin to understand how these select few are attracting that capital. To read more about the issues facing nonprofits, click bit.ly/efblogs. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no...
Published 11/26/19
Most investors look to harvest losses at year end, but tax management shouldn’t be a seasonal effort. Focusing on after-tax returns means taking taxes into account in real time, throughout the year. Plus, not every loss is worth harvesting. Where do you draw the line? Our research points to an effective rule of thumb. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this...
Published 11/19/19
Though most market timers inevitably fall short, they still find it hard to resist. Before you succumb, ask yourself these questions to determine whether a market retreat makes sense for you. It may be harder to pull off than you think. For more on the daunting math, read our white paper, "The Hidden Costs of Market Timing". http://bit.ly/market-timing-blog | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it...
Published 11/12/19
Capital invested in female-founded startups reached the $1 billion mark this year—the highest ever. But women-owned businesses still face a funding gap when it comes to venture capital. Fourth-generation VC investor Jesse Draper, one of the 50 Most Connected Women in America according to Marie Claire, is on a mission to change that. She shares the lessons she's learned from helping create the female billionaires of tomorrow. | References to specific securities are presented to illustrate the...
Published 11/05/19
In light of the current low rates, do municipal bonds still make sense? Portfolio manager Daryl Clements and Matt walk through the case for staying invested in munis. To learn more, read “Can Munis Continue to Deliver?” http://bit.ly/NovemberCMO Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties...
Published 11/01/19
Have you heard our “wake-up call”? Are you ready to take some small steps toward becoming more financially educated and engaged? After listening to Lisa Dietlin’s remarkable story, you’ll feel motivated to go out and change your life—today. For more practical advice, read our blog, “Women Building Wealth: Five Things You Need to Know” http://bit.ly/womenbuildingwealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and...
Published 10/22/19
Activist investing gets a lot of attention because it tends to play out in the media, but a subtler approach is often more successful. Shareholder engagement represents a fundamental part of being an active owner and can lead to lasting improvements in corporate behavior. Oftentimes patience and two-way dialogue end up being the ultimate push that spurs action. To learn how we engage companies on behalf of our clients, visit...
Published 10/15/19
Is there a disconnect between business sentiment and consumer confidence? Why is the equity market near all-time highs but other asset classes are signaling a move toward risk aversion? In this episode, Matt and colleagues, Moira McLachlan and Travis Allen, walk through what we expect for the global economy and markets for the period ahead. To learn more, read our capital market blogs, http://bit.ly/3Q19Podcast Note to All Readers: The information contained here reflects the views of...
Published 10/08/19
There are three big unknowns facing the global economy—trade, business investment, and consumer spending. Matt walks through how these factors tie together and they could mean for investors. To learn more, read our October Capital Markets Outlook, “Evaluating the Headwinds to the Economic Outlook.” http://bit.ly/Oct19CMO Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of...
Published 10/02/19
Shifts in generational demographics, declines in religious affiliation, and changes to tax laws are driving declines in giving, while the cost to maintain real estate are often outpacing those donation dollars. In this episode Clare Golla and members of the Council of Church Advisors, Fran Brown and Kim Davis, put these challenges in perspective and offer advice on what religious organizations can do. And to learn more, read our blog, “Searching for Financial Sustainability for Faith-Based...
Published 09/24/19