Nelson Yu

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Articles

Equities and Policy Shifts: How to Navigate 2025's Challenges

Jan 7, 2025 | advisorpedia.com | Nelson Yu |Alliance Bernstein

Written by: Nelson Yu Equity markets enter the new year primed for change. The policy plans of US President-elect Donald Trump’s incoming administration will affect regions, sectors and firms in complex ways. Since the road from campaign promises to policy action is never straight, investors should stay focused on company fundamentals to position portfolios for the twists and turns ahead. Global stocks rallied in 2024, though regional performance was diverse.
Equity Outlook: Preparing for Profound Policy-Driven Change

Jan 6, 2025 | advisoranalyst.com | Nelson Yu |Alliance Bernstein

by Nelson Yu HeadâEquities, AllianceBernsteinPolitical uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era. Equity markets enter the new year primed for change. The policy plans of US President-elect Donald Trumpâs incoming administration will affect regions, sectors and firms in complex ways.
Navigating Rising Volatility: Avoid the Trap of Tactical Trading

Oct 7, 2024 | advisorpedia.com | Nelson Yu |Alliance Bernstein

Written by: Nelson Yu Global equities advanced in the third quarter despite acute volatility, driven by uncertainty over the US economic outlook and a rethink of the technology giants. In fluid market conditions—and ahead of fateful US elections—we think investors should maintain a strategic focus on finding sources of healthy earnings growth that drives long-term returns. After relatively calm market gains through the first half of the year, investors experienced an unsettling third quarter.
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation

Oct 7, 2024 | advisorperspectives.com | Nelson Yu

Global equities advanced in the third quarter despite acute volatility, driven by uncertainty over the US economic outlook and a rethink of the technology giants. In fluid market conditions—and ahead of fateful US elections—we think investors should maintain a strategic focus on finding sources of healthy earnings growth that drives long-term returns. After relatively calm market gains through the first half of the year, investors experienced an unsettling third quarter.
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation

Oct 3, 2024 | advisoranalyst.com | Nelson Yu |Alliance Bernstein

by Nelson Yu, Senior Vice President, Head of Equities, AllianceBernsteinMarket conditions are shifting fast. But making impulsive changes to equity portfolios and allocations can be counterproductive. Global equities advanced in the third quarter despite acute volatility, driven by uncertainty over the US economic outlook and a rethink of the technology giants.
Los otros magníficos ganadores para la bolsa

Jul 17, 2024 | fundssociety.com | Nelson Yu

A pesar de la baja concentración del mercado, detectamos oportunidades en acciones de alta calidad que aún no han sido reconocidas. En el primer semestre de 2024, la renta variable global experimentó ganancias significativas, aunque el rendimiento del segundo trimestre se desaceleró en comparación con el ritmo acelerado del trimestre anterior.
Perspectivas de RV: dejar sitio a las "otras magníficas"

Jul 11, 2024 | fundssociety.com | Nelson Yu

Aunque el mercado es estrecho y está muy concentrado, vemos oportunidades en acciones alta calidad que todavía no se han visto recompensadas. Las acciones globales se anotaron fuertes ganancias en el primer semestre de 2024, aunque tuvieron un comportamiento más moderado en el segundo trimestre tras subir a un ritmo vertiginoso en los tres meses anteriores.
Equity Outlook: Making Way for the Magnificent Others

Jul 9, 2024 | advisorpedia.com | Nelson Yu |Alliance Bernstein

Written by: Nelson Yu Global stocks posted healthy gains in the first half of 2024, although second-quarter performance moderated from the previous quarter’s breakneck pace. With inflation still sticky and equity returns concentrated, the time may be right for investors to broaden their horizons. The MSCI ACWI advanced 11.3% during the half in US-dollar terms, with most of that coming in the first quarter (Display).
Equity Outlook: Making Way for the Magnificent Others

Jul 8, 2024 | advisorperspectives.com | Nelson Yu

Inflation: Higher for LongerAs the third quarter begins, inflation remains top of mind for global investors. In Europe, price increases moderated enough for the European Central Bank (ECB) to cut its primary interest rate from 4% to 3.75% in early June, but inflation is still hovering above the ECB’s long-range goal of 2%. The ECB joined Canada and the Swiss National Bank in easing monetary policy.
Midyear Equity Outlook: Investing Beyond the Megacaps

Jul 5, 2024 | advisorperspectives.com | Nelson Yu

If you told me at the beginning of the year that we were going to go from starting with six interest-rate cuts to now we’re hoping to get one, I would be shocked to say that the equity markets are up 15%. What’s really happened was the economy underneath has been very, very strong, and that’s really what’s enabled the Fed to actually push out those interest-rate cuts. I think that’s actually really good for the stock market.