Perspective on the Markets

What global forces in play today will shape world markets and impact your investments? Each quarter, we offer our take.

Fed Watch with Matt Palazzolo

Inflation data has been moving in the wrong direction—and it has shifted our thinking about Fed rate cuts in 2024. Check out our updated forecast here.

Featured Market Outlook

2024 is off to a cracking start for the markets. Does the upcoming US election pose a threat or a boost as the year goes on?

What are the most common questions we’re hearing from clients right now? Check out our Q1 investor presentation for our views and what you should do with your portfolio today.

If it bleeds, it leads. And for the past year, commercial real estate (CRE) has been front page news. But could today’s pain be tomorrow’s profit?

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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. 

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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.

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    *Bernstein does not provide tax, legal, or accounting advice.

Are you seizing the moment in today’s market?