Alliance Bernstein market views, organized for advisors.

Kevin Warsh’s first Fed meeting signaled continuity on rates, but a more active review of how the central bank operates.

Markets may be reading his firm emphasis on the 2% inflation target as slightly more hawkish, which raises the chance...

Value stocks appear to be gaining traction after years of lagging growth, and the recent rebound is being supported by stronger earnings, higher rates, and selective strength in sectors tied to defense, industrial demand, and AI infrastructure.

Even after the...

The ECB has already responded to the recent energy shock with another rate hike, but the euro-area economy looks less able to absorb prolonged tightening than it did in past inflation episodes.

Wage growth and job vacancies are easing, gas...

European insurers are broadening their fixed-income playbook as lower expected public-market returns and tighter spreads push them to look beyond traditional core holdings.

Private credit and other specialist income sources can improve yield and capital efficiency, but public markets remain...

Value stocks have held up well in 2025 because today’s market rewards businesses with tangible assets, steady cash flows, and clearer earnings visibility.

AI spending, supply chain shifts, and inflation pressures are benefiting sectors like energy, materials, financials, healthcare, and...