The Pulse by Bernstein

As we approach the end of the year, it's the perfect time to sit down for a candid conversation about how Bernstein is positioning itself for the future. Stacie speaks to Onur Erzan, Head of Bernstein Private Wealth Management, about the evolving financial landscape and the crucial role of an experienced and forward thinking wealth management firm.

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Stacie speaks with Inigo Fraser Jenkins, Co-Head of Institutional Solutions at AB, to talk about five thought-provoking books that sit at the crossroads of Capitalism, technology, politics, and social order—some of the most critical issues shaping investment strategies today.

Below is the list of the five books mentioned in this episode: 

Robert Skidelsky: The Machine Age: An Idea, a History, a Warning

Martin Wolf: The Crisis of De...

Even though cash has become a less attractive option in the past year, a record amount (nearly $6.5 trillion) remains in money market funds. With the Fed now cutting rates, much of that money will be moving elsewhere. Todd Buechs, Bernstein's National Director of Core Fixed Income and Alternative Credit, joins the podcast to share his best ideas on where investors can turn for higher yield and other advantages.

Investors often try to anticipate whether elections will have an impact on the financial markets. But history tells us equity returns are roughly the same no matter who occupies the White House. Bernstein's Senior National Director of Investment Insights, Matt Palazzolo, offers his perspective on how politics in this election year and beyond could affect the markets and economy.

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Consumer spending has remained steady overall this year, but spending patterns have shifted. Bernstein senior research analyst Snezhana Otto breaks down the current landscape for consumers and retailers.

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Investors often ask, "What are families like ours doing with their wealth?" To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode, study author Anne Bucciarelli shares the extraordinary ways families are using their wealth to make a lasting impact and how they navigate challenges. Click here to learn more about the Wealth Beyond Measure research, downlo...

After skyrocketing in recent years, the U.S. national debt is projected to continue growing at an unsustainable pace. Should investors be concerned? Bernstein Senior Research Analyst Chris Brigham examines factors that have contributed to the debt's rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper "Debt or Alive."

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The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies.

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Storyteller Overland has succeeded by embracing exploration and innovation while forging close connections among #vanlifers. Hear how in this insightful conversation with CEO Jeffrey Hunter.

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Wealthy families often benefit from moving assets abroad or establishing footholds in different countries. Hear from an expert on everything families need to consider for establishing a global presence.

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After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked.

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Despite concerns around illiquidity and transparency, private equity's impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein's Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio?

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Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O'Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member's mental health or addiction challenges. To watch the film referenced in the episode about Arden's family, Affluence and Addictio...

Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben's white paper, "Banking on Opportunity."

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Do you collect? Whether it's wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer

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Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein's Matt Palazzolo offers expert insights. 

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Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein's Kara Lewis and host Stacie Jacobsen.

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The Magnificent 7 dominated 2023's equity returns, but what sectors and themes should investors look to in 2024? Bernstein's Shri Singhvi shares his perspective on where the market is heading.

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Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won't want to miss.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podca...