Alliance Bernstein
Every day brings a new set of investment challenges and opportunities. Through our unique combination of expertise, research and global reach, we work tirelessly to anticipate and advance what's next—applying collective insights to help keep our clients at the forefront of change. Learn more here .
Articles by Alliance Bernstein
- Research
AI Boom Is Reshaping Markets and Reviving Value Investing
Why have value stocks been more durable than expected in today’s uncertain market environment?
- Artificial Intelligence
Phase Two of AI Has Begun—and It’s All About Financing
Technology prowess and financing discipline will determine who stays ahead in the AI race.
- Research
The New Rules of Active Investing in an AI-Driven Market
For asset owners, the key question is where and how active strategies can be most effective.
- Active Insights
Investors Seeking Reliable Alpha May Need a Different Active Management Strategy
Big benchmark bets can backfire. Lower-risk strategies may better showcase real stock-picking skill.
- Market Intelligence
Five High-Yield Bond Opportunities Investors Should Watch Closely
As market conditions shift, opportunities stand out.
- Market Intelligence
The Iran War’s Real Market Risk? It’s Bigger Than Oil—and Investors May Be Missing It
Energy prices matter—but the bigger shock may hit other areas that feed into inflation and growth.
- Active Insights
Falling Medtech Shares May Be Creating a New Opportunity for Investors
How can medical technology companies diversify an equity allocation to healthcare?
- Market Intelligence
How Advanced Optimizers Are Reshaping Bond Portfolio Strategy in Real Time
The best bond optimizers can create new dimensions for portfolio managers.
- Podcasts
Market Anxiety Is Rising—Here’s How Advisors Can Turn Geopolitics Into Client Confidence
Guide clients with confidence and invest with clarity, this conversation shows you where the real signals are in spite of current geo-political conflicts.
- Market Intelligence
War, Inflation Pressure, and AI Disruption Are Driving Market Rotation
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape.
- Market Intelligence
Municipal Bond Market Rewards Active Investors as Passive Strategies Fall Short
In today’s era of automation, some situations demand a more active approach. Municipal bond investing is one.
- Artificial Intelligence
Managing AI Hallucinations Is Becoming a Core Business Skill
Five techniques can help human experts tame hallucinations and make models more effective.
- Practice Growth
Advisors Risk Losing Future Assets Without a Next-Generation Strategy
The wealth transfer didn’t create a new problem; it exposed one advisors have postponed for decades.
- Market Intelligence
Energy Shock From Iran Conflict Puts Central Banks in a Difficult Position
The size and duration of the oil-price shock are key variables in determining the ultimate impact.
- Active Insights
AI Disruption Debate Intensifies as Software Valuations Reset
AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect.
- Research
Emerging Markets Rebound 33% — Still Attractive or Fully Priced?
Earnings growth could continue energizing an emerging-market stock recovery.
- Research
Power Demand Is Surging — Private Lenders Positioned To Capture Returns
As policy uncertainty recedes, the focus returns to capital deployment.
- Research
Private Credit Explained: Returns, Risks, and Role in a Diversified Portfolio
Private credit isn’t as exotic as it may seem.
- Market Intelligence
Mapping the Natural Hazards That Will Reshape Communities and Investments
New research connects intensifying natural perils to their future implications for asset classes.
- Research
AI Strategy Starts With Risk, Not Technology
AI’s power can be transformative—a well-rounded plan for deploying it can help.
- Market Intelligence
After a Volatile 2025, the Dollar Faces Another Tug-Of-War
We expect more volatility than direction for the US dollar in 2026.
- Market Intelligence
Style Rotations Are Speeding Up—Is Your Core Equity Portfolio Ready?
Trying to time shifts in factor and style performance can result in unintended risk without excess returns.
- Retirement & Income Planning
From Fear to Freedom: How Lifetime Income Can Transform Retirement
Fear of running out of money makes many retirees leery of spending down their nest egg—guaranteed income may help.
- Research
Seven Fixed-Income Strategies for 2026 in a Slower, More Fragmented World
2025 was a banner year for bonds. We think more of the same is in store for 2026.
- Market Intelligence
M&A Is Back: Why 2025’s Surge in Deal Activity Could Set up Another Strong Year in 2026
Deal flow is likely to remain strong.
- Research
Inside the AI Financing Engine: Why Hyperscalers Need Both Public and Private Debt
We see benefits in sharing funding needs across public and private markets.
- Retirement & Income Planning
The SECURE Path to Guaranteed Retirement Income: Innovations and Guidance for DC Plans
Default option seems like such a good thing, why aren’t all plans doing it? We think it boils down to two concerns: fiduciary and flexibility.
- Market Intelligence
When Passive Stops Working: Why Extreme Concentration Sets the Stage for an Active Comeback
How can skilled active managers navigate periods of high market concentration and disruptive forces?
- Research
As Market Concentration Hits, Defensive Quality Stocks May Be the Only Safe Path Forward
Even amid rising markets, investors in US equities should be aware of the hazards of a fast-changing environment.
- Active Insights
Is the Passive Investing Era About To End? What History Says About the Next Market Swing
What might happen when the promise of AI meets market reality?
- Research
The Next AI Trade: How Power, Utilities, and Infrastructure Are Charging up for Growth
There are other segments of the market that may continue to benefit from the current backdrop that often do not receive a commensurate level of attention.
- Research
AI Boom or Bubble? Top Portfolio Managers Weigh the Truth Behind the Hype
AB ’s equity portfolio managers answer questions about the AI-driven boom in technology stocks and equity markets.
- Research
Investing in AI’s Future: Infrastructure, Inferencing, and the Rise of Physical AI
Our latest Disruptor SeriesTM episode examines the trajectory of AI—from build-out to physical AI.
- Research
High-Beta Stocks Are Leading—but Will the Ride Last?
While the runaway high-beta train might give investors an exciting ride, it might not be the best mode of transport for a longer investment journey.
- Research
Why Utilities and Data Centers Are Powering the Next Wave of ESG Bonds
Bond issuance linked to environmental, social and governance purposes dipped in the first half of 2025 following a strong second half in 2024.
- Research
Why Investors Are Watching Water Use, Supply Chains, and M&A Discipline
That discipline can translate, in our analysis, into more resilient earnings and stronger shareholder outcomes over time.