Richard Bernstein Advisors

With increased volatility and uncertainty in the stock markets so far this year, many investors are looking for a safe haven. Is gold a good option? Our Partner Richard Bernstein Advisors recently addressed this subject with investors. RBA pointed out that gold has historically been a good hedge against uncertainty whether such uncertainty originates from inflation, policy, world conflict, or other sources. The chart below shows the relationship between the NFIB Small Business Uncertainty Index and gold’s 12-month return. As you can see, the recent mounting uncertainty has been a contributor to gold’s outperformance. RBA has long held a small proportion of their multi-asset portfolio in gold to guard against volatility and that is still the case. "If one believes that uncertainty will continue to grow, then gold might indeed be a suitable investment with strong return potential," said Richard Bernstein. He pointed out that, in times like these, it's more important than ever for investors to diversify their portfolios across sectors, asset classes, and regions. Read more of RBA's Insights here: https://lnkd.in/eqff87eU #gold

Tariffs have been all over the headlines lately, sparking discussions about their impact on the markets. 📈💬   In our newest video series of FAQ's, Richard Bernstein shares his insights on tariffs, their broader market implications, and how we view them at RBA.   Watch the video to hear his thoughts. 👇 #Markets #Tariffs #Investing #LiberationDay

A few weeks ago, Richard Bernstein sat down with Chris Hyzy, Chief Investment Officer for Merrill Lynch and Bank of America Private Bank, for a deep dive into market trends beyond the headlines. They explored key opportunities in cyclical and value stocks, sectors set to benefit from macro trends like U.S. reshoring, and the growing potential of infrastructure investments in the U.S.   Don’t miss their insights—watch the full conversation here: https://lnkd.in/eqeJiiQ7

Uncertainty dominates the day, with market volatility sparking investor questions not seen in years. With this in mind, we’ve put together a helpful cheat sheet covering key topics on everyone’s radar. In our March insight report, we break down: 💡 Why has the market become so volatile? 💡 Are non-US stocks attractive? 💡 Isn't diversification simply "diWORSEsification"? 💡 Should I own gold? 💡 Is a recession looming? https://lnkd.in/e9xvVckQ

Last week, our team had an incredible time attending the Forbes SHOOK NYC conference! It provided another great opportunity to connect with financial advisors and watch Richard Bernstein take the stage with an insightful presentation.   Of course, no event is complete without a few group photos.   #ForbesSHOOK #FinancialAdvisors #Investing

Market Uncertainty: More Than Just Tariffs Uncertainty in the markets isn’t just about tariffs or political headlines, Richard Bernstein, CEO & CIO of Richard Bernstein Advisors, recently told CNBC’s Power Lunch. It’s about the broader range of unknowns impacting investor confidence. While trade policies make headlines, they’re just one piece of the puzzle. Earnings forecasts remain highly unpredictable, influenced by multiple factors: employment trends, regulatory changes, global economic shifts, and broader policy uncertainty. This lack of clarity leads investors to demand a higher risk premium, says Richard, which is reflected in current stock market valuations. Since the start of the year, the forward price/earnings ratio of the S&P 500 has fallen from 25 to 20, representing a 20% decline. Richard says investors are reassessing risk and seeking more transparency before making long-term commitments. At iMGP, this is where we believe active management can make a difference. In an environment where uncertainty drives greater volatility, a disciplined, research-driven approach is essential. We take pride in partnering with expert asset managers like RBA, who apply active strategies to identify opportunities, manage risks, and navigate shifting market conditions, rather than simply following the broader trend. Watch the full interview here: https://lnkd.in/dcjV-Wpm

We're excited to have Henry Timmons, CFA representing Richard Bernstein Advisors this week at the Exchange ETF conference in Las Vegas. This event is always a fantastic opportunity to connect with financial advisors, gain insights from top industry speakers, and dive into the latest trends shaping the ETF landscape. If you're attending, be sure to connect with Henry Timmons, CFA to learn more about RBA’s approach and insights. #ETFs #FinancialAdvisors #Investing

Yesterday at Forbes SHOOK NYC, Richard Bernstein took the stage to share insights on navigating today’s volatile landscape. His perspective reinforces the need for diversification when market uncertainty is an all-time high.   Thank you to everyone who joined us to watch Rich present!

Richard Bernstein joined the The Motley Fool Money podcast for Friday’s episode: "The Uncertainty-Fueled Market Correction." He breaks down how investors can cut through the noise to find the news that truly matters, discusses the impact of trade uncertainty, and explains how these factors are shaping today’s stock market.   Don’t miss this insightful conversation—listen to the episode here (Rich’s segment starts at 19:22): https://lnkd.in/etrPG5gG