Bernstein Insights

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 http://bit.ly/engagements-insights| 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes onl

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/3Q19PodcastNote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. Allian

There are three big unknowns facing the global economy—trade, business investment, and consumer spending. Matt walks through how these factors tie together and what they could mean for investors. To learn more, read our October Capital Markets Outlook, “Evaluating the Headwinds to the Economic Outlook.” http://bit.ly/Oct19CMONote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an

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 Nonprofits,” http://bit.ly/financial-sustainability | 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any

One year after selling their business, three-quarters of all entrepreneurs express regret—but not for the reasons you might think. While still pleased with their deal terms, most failed to plan for “life after the sale”. A thoughtful exit plan can help you envision your post-transaction life, while ensuring you have the means to support it. In this episode, Wealth Strategist Andrew Bishop offers tips on crafting the best possible exit plan: one that make the most of your business while you still own it. For more on pre-transaction planning, read our blog http://bit.ly/onenumberblog | 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results.

Whether you’re a nonprofit raising funds to support your mission, or you’re a funder providing philanthropic support, disruption is afoot!  In this episode, Clare provides highlights from a recent event featuring GiveMN's, Jake Blumberg, and Andrew Dayton, founder and CEO of Constellation Fund,on how technology can enhance fundraising and asset deployment. For more nonprofit strategies, read our blogs at http://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 representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute i

August’s tough equity markets pushed investors into bonds. The result: falling yields, that in some cases turned negative. In this episode, Matt walks through Bernstein’s dashboard that monitors key metrics on the health of the economy to put recession fears into perspective. For more, read our blog “Are We Closer to a Recession?”  http://bit.ly/sept19cmoNote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or acco

Do you feel passionate about protecting the environment? Investors can be part of the solution by helping to stave off looming climate risks. For more on climate-proofing your portfolio, read our post, http://bit.ly/climate-proofing-equity-portfolioNote to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investor

Female founders face unique challenges, as Kate Solomon—CEO of Babo Botanicals—can attest. Kate shares how she turned her passion for beekeeping into a successful natural care brand, and learned a few lessons along the way.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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss

Algorithms have become key assets in the new economy, but how do stock pickers value them? We tackle this and more as we dig into digital success. For more on artificial intelligence, see Big Data’s Holy Grail. 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their i

Most female philanthropists hope their kids grow up to be equally generous. But philanthropy can play a much broader role in engaging the next generation. For more on preparing your heirs, read our blog, http://bit.ly/heirsengaged.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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should

One of our signals that has a strong track record of predicting market sell-offs—balance sheet quality—is flashing a warning. Should investors worry? Matt and his guest, AB quant analyst Sharat Kotikalpudi, discuss what this signal means for the market. Want more? Read our blog, “ US Corporate Cash Is Down—Will Stocks Follow?” http://bit.ly/augustcmo19Note 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting a

Employees who serve their organizations’ mission are falling behind on securing their own long-term financial wellbeing. How can nonprofits help? This podcast was recorded at an event hosted by Bernstein and the Back Office Cooperative for nonprofit board and committee members. To learn more, read “Mission First, People Always” http://bit.ly/missionfirstpeoplealwaysNote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal o

Following our mid-year update video, “Are the markets disconnected?”, senior portfolio managers Moira McLachlan and Travis Allen join Matt to answer your questions on trade, growth and other key issues affecting the markets.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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss

There’s nothing more fulfilling than rolling up your sleeves for a cause that inspires you. But what if you’re asked to take your volunteering to the next level? Here’s what to ask before joining a nonprofit board. http://bit.ly/beforeyouleapnonprofitNote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into accoun

<Replay> CONGRATULATIONS to the USWNT! We're all so proud!Uncover traits that drove the long-term success of soccer stars Carli Lloyd and Heather Mitts. Then read our blog on the parallels between elite athletes and handling wealth. http://bit.ly/2FB9s7PNote to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into accoun

Philanthropy is one way to give back, but investing responsibly can pay social dividends, too. Today we’ll talk about the “s” in ESG with a special focus on lifting women with your portfolio. For more on advancing the cause of women and girls, see our Women Lifting Women brochure. http://bit.ly/wlwbrochureNote 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal

Will companies absorb the cost of tariffs, or pass them to consumers in the form of price increases?  It depends. On this episode of the Pulse, research equity analyst Snezhana Otto walks through a three-factor framework for understanding the ramifications of tariffs on companies. And to learn more, read our July capital outlook markets blog, “The X’s and O’s of Tariff Management” http://bit.ly/July19CMO.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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. Allianc

Does gender inform giving? Studies suggests that when it comes to philanthropy, the differences between men and women are real. Delve deeper into the research by visiting The Women’s Philanthropy Institute or reading our latest http://bit.ly/wayswomengivedifferently. Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation int

Do illiquid alternatives make sense in my portfolio?” Rather it’s “How much illiquid alts should I have?” Arriving at the answer requires an allocation model that goes beyond the efficient frontier. Guest Alex Chaloff discusses Bernstein’s innovative model and why it creates the optimal allocation. And for more, read “A Framework for Allocating to Illiquid Investments [http://bit.ly/illiquidity] 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 any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstei