Markets Recon

Medical Technology Stocks: Innovation Endures as Valuations Reset

01 May 2026

How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...

By AllianceBernstein In Thematic / Megatrends, Equities, Portfolio Construction, Macro, Commodities, Sustainability

Charting a Distinct Course to Asia’s Awakening Equity Markets

30 Apr 2026

Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...

By AllianceBernstein In Sustainability, Macro, Thematic / Megatrends, Emerging Markets, Private Markets, Indexing / Passive, Hedge Funds, Equities, Commodities, Portfolio Construction

Putting AI to Work: Testing Brand Strategy in Real Time

29 Apr 2026

The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...

By AllianceBernstein In Thematic / Megatrends, Wealth Practice, Portfolio Construction

Carbon Emissions Compliance May Redefine Corporate Strength

28 Apr 2026

Managing carbon output may become a key profitability driver under a new EU border tax. The European Union (EU), pursuing ambitious decarbonization goals, is significantly recalibrating its emissio...

By AllianceBernstein In Wealth Practice, Equities, Macro, Commodities, Sustainability, Thematic / Megatrends, Portfolio Construction, Industry

Commercial Real Estate: It’s More Diverse Than You Think

22 Apr 2026

The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...

By AllianceBernstein In Equities, Thematic / Megatrends, Commodities, Private Markets, Sustainability, Industry, Macro, Portfolio Construction, Hedge Funds, Fixed Income

Defensive Stocks: A Potential Antidote to Inflation Shocks

21 Apr 2026

The Middle East conflict has sparked fears of an inflation shock. For investors, defensive stocks could provide some relief. Equity markets have come under pressure amid growing concerns about the...

By AllianceBernstein In Equities, Commodities, Macro, Fixed Income, Indexing / Passive, Industry, Thematic / Megatrends, Emerging Markets, Portfolio Construction

Putting AI to Work: Pressure Testing Deal Scenarios

21 Apr 2026

By AllianceBernstein In Thematic / Megatrends, Wealth Practice, Portfolio Construction

Stewardship Across Generations: A Stronger Model for Japan’s Boards

17 Apr 2026

Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...