Investments

Why We’re Bullish on Nike

Economic Perspective>

THE RETRO NORMAL

The markets appear to have reached an inflection point: The New Normal Era has ended, and a Retro Normal Era has begun, Bernstein CIO Seth Masters writes in “The Retro Normal: Investing in the Changing Landscape.”
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Economic Perspective>

THE RETRO NORMAL

The markets appear to have reached an inflection point: The New Normal Era has ended, and a Retro Normal Era has begun, Bernstein CIO Seth Masters writes in “The Retro Normal: Investing in the Changing Landscape.”
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Cross-Asset>

What’s Safe?

Many investors seem to think Treasuries and gold will be their life vest if the markets crash. What they really need is a good airplane and a good pilot: in investment terms, a diversified asset allocation that is actively managed.
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Planning

Our Year-End Tax Prep

Investments>

No Surprise, Timing is Everything

David Barnard, Head of Bernstein Private Wealth Management, reviews a year of seismic shifts in the political landscape and repeated reversals of market directions, in “No Surprise, Timing Is Everything,”.
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Tax Management>

Tax Strategies 2015 Video: How to Defer Taxes

This video is devoted to deferring taxes—which can in some cases last for decades! We discuss contributing to a tax-deferred account, harvesting losses against gains (yes, that’s usually a deferral technique, not a way to eliminate a tax bill), and delaying the recognition of income or gains.
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Economic Perspectives

In Transition

Wealth Planning>

The First 22 Days

In the December Capital-Markets Outlook, we discuss the market reaction to the election, our outlook, and how we have positioned client portfolios. Markets were initially volatile in response to Donald Trump’s surprising win in the US presidential election. Since November 8, investors have been digesting the results and anticipating the impact of the new administration’s expected actions on various asset classes.
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Will Trump’s Fiscal Plan Change the Benign Nature of the Business Cycle?

The main objective of Donald Trump’s fiscal plan is to strengthen the economic growth cycle. His proposals for tax cuts and increases in spending on infrastructure and defense are important and carry with them positive implications for the economy. But investors also need to recognize that this shift in fiscal policy could easily change the benign (low inflation and low interest rate) nature of the business cycle.
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Economic Perspective>

Is It Time to Sell?

Given the turbulent start to 2016, you may be wondering if you’ll be able to stay on track to meet your goals. Our latest paper entitled “Is It Time to Sell?,” examines that very issue. It also provides our perspective on the concerns that are central to the recent market slide: What’s happening in China and in the oil markets.
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