Most portfolios are not positioned for a new era of higher inflation says influential strategist and asset allocator Richard Bernstein.
Richard Bernstein
THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS
Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 – The End of Globalization, he makes his case.
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WHAT’S THE BIGGEST RISK IN THE MARKETS TODAY?
Top strategist Richard Bernstein says investors are looking for risk in all the wrong places. He explains where he believes the biggest risk by far is in the bond market.
SEISMIC INVESTMENT SHIFT: RICHARD BERNSTEIN HAS COMPLETELY CHANGED HIS PORTFOLIO HOLDINGS. WHAT’S BEHIND THE CHANGE?
Why has this top ranked strategist and fund manager completely changed his portfolio positions? Richard Bernstein makes the case for faster economic growth and reflation.
BERNSTEIN : BULL MARKET BELIEVER
After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
BERNSTEIN: BULL MARKET BELIEVER
After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
