Richard Bernstein Advisors

The nearly $7 trillion in money market assets is often viewed as “cash on the sidelines,” ready to drive markets higher. But does this narrative hold up to scrutiny? Dan Suzuki, CFA analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs. Read now: https://lnkd.in/d6q6Nyqj #financialadvisors #marketoutlook #wealthmanagement #assetmanagement #stockmarket

In our latest fixed income insight, Michael Contopoulos outlines why we believe now is a good time to utilize Collateralized Loan Obligations (CLOs) as part of a fixed income portfolio and details the ins and outs of what a CLO is and how it works. Read now: https://lnkd.in/enAxEXBj #fixedincome #financialadvisors #marketoutlook #clos #wealthmanagement

It was a mixed session for the major averages - the Dow closed lower but most of the S&P 500 sectors were in the green. "The fundamentals are coming home to roost and I think the market is slowly almost begrudgingly trying to broaden here," said Richard Bernstein, CEO of Richard Bernstein Advisors. "With what's going on with China and with what's going on with tariffs," said Wells Fargo Investment Institute Senior Global Market Strategist Sameer Samana CFA Samana, "we'll take the U.S. all day long over the international side."?

In his recent op-ed with the Financial Times, Richard Bernstein shares his views on the importance of disregarding the U.S. Presidential election when making investment decisions.?Read now:? https://lnkd.in/dJsiYnhd #election #marketoutlook #investing #investment #financialadvisors

Richard Bernstein joins Bloomberg News' Surveillance to discuss his expectations for the Trump administration and the potential tariff impact on the markets (Rich joins at 1:40:38):? https://lnkd.in/eGXw8Xz7 #marketoutlook #investing #bloombergtv #tariffs #financialadvisors #wealthmanagement #assetmanagement

What a difference 15 years can make! In this interview in The Wall Street Transcript, Dan James Suzuki, CFA from our Partner Richard Bernstein Advisors, talks about the market environment 15 years ago when Richard Bernstein started his namesake company. “(At the time) not only did people not want to own stocks, but people in particular didn’t want to own the U.S. stock market. Which seems almost unfathomable today,” says Dan. “The U.S. was viewed as uninvestable because the U.S. had led the world into a financial crisis”. Instead, investors of the day viewed Emerging Markets as the engine of growth since those markets had seen the best returns in the previous 10 years while US stocks had posted negative returns. Today investors are looking back on 15 years of outperformance by US stocks but RBA’s philosophy has not changed. They still believe “returns are greatest when capital is scarce”. “What RBA wants to do is invest in the areas where the profit trends are improving. Within the U.S., the areas that are seeing acceleration in profits growth are, first and foremost, U.S. small caps,” says Dan. Subscribe for free to read the full interview with Dan (and see what else he recommends) here: https://lnkd.in/eYsv2P9s

Following Donald Trump's victory in the US elections, what factors should investors keep in mind? As our Partner Richard Bernstein Advisors points out in their latest paper: "what is anticipated at this stage of the election cycle often doesn’t come to fruition". RBA lists 10 ways they think the markets could be impacted by the election result. Click here to see the full list: https://lnkd.in/efxtNDkH

As we have done in the past after a Presidential election, here are ten quick investment thoughts: https://lnkd.in/edv_HmfY #election #investments #financialadvisors

“Markets tend to broaden as profits cycles accelerate, and the profit cycle is accelerating,” shares Richard Bernstein on CNBC's Power Lunch. Watch now to hear Rich discuss market catalysts and concerns: https://lnkd.in/dqGjhSGT #marketoutlook #financialadvisors #cnbc #powerlunch #assetallocation

Michael Contopoulos joins Bloomberg News The Close to share his views on inflation, the Fed, strong economic data, and potential for rate cuts throughout this year.?Watch now (starts at 4:00): https://lnkd.in/eGCmgk7s #financialadvisors #marketoutlook #Fed #interestrates #inflation