RESPONSIBLE INVESTING

Access to safe drinking water. Healthy food for low-income families. Encouraging diversity in the boardroom. These are values that many of us can support. Now there’s a way to ensure your investments reflect them.

Female Philanthropy

Now more than ever, forces are aligning for women to take the lead in the giving world. And with our new resources, female donors can connect with their full giving potential.

WHAT TO EXPECT WHEN YOU’RE EXPECTING TAX LAW CHANGES

As the 2020 election season gets underway, personal taxes are likely to factor prominently into the debate. How should clients position themselves before—or after—any new tax proposals become law?

Podcast: Bernstein Insights

A trio of Bernstein Insights podcasts for high-net-worth investors lets private clients hear directly from senior leaders at Bernstein. “The Pulse” offers a monthly capital markets outlook, while “Women & Wealth” addresses the unique needs of women as they connect with their wealth. “Inspired investing” covers the overall financial health of nonprofit organizations. New episodes drop every Tuesday.

September CMO: Are We Closer to a Recession Post-August?

Concern about a global slowdown pushed equity markets lower and caused investors to hide in bonds last month. But as investors piled into bonds, they forced yields down to abnormally low levels and even negative in some countries. In the US, the yield curve inverted, stoking fears that a recession is on the horizon. We think that fear is premature.