Richard Bernstein Advisors

Charts for the beach - 2016

August 16, 2016

While you’re busy working on that perfect beach tan, don’t forget to read our Charts for the beach!

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Rabidly Risk Averse

July 25, 2016

Fear of market volatility and a repeat of 2008/09 have led many investors toward becoming overly cautious.  Investors who cling to ‘safe’ investments might soon realize that there are unforeseen risks in being extremely risk averse.

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This time isn't different

April 11, 2016

Rich discusses how RBA’s research on cycles suggest markets rarely deviate from history and that fundamentals, not noise, drive stocks, reminding everyone that this time isn’t different.

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No one ever grew wealth being scared

March 7, 2016

Richard Bernstein discusses how risk compensates investors with long-term time horizons, and why it’s important to take advantage of opportunity when it presents itself.

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Location, Location, Location

February 16, 2016

Rich gives his thoughts onhow as it is the sector performance, and the case in real estate, it is all about location, location, location.

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2016 - Mute the TV

December 11, 2015

Richard Bernstein tells you why muting your TV might be the best thing investors can do leading into 2016.

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Richard Bernstein - Taking Grounders In Spring Training

November 12, 2015

Rich discusses what investors can learn from Derek Jeter and how important it is to never forget the fundamentals.

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Richard Bernstein - Is the Sky Really Falling?

October 15, 2015

Rich Bernstein discusses the increase in global volatility in Q3, Does the secular bull market still exist? Or have we entered a bear market, and are heading towards a looming recession?

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Richard Bernstein - Remember, Uncertainty = Opportunity

September 9, 2015

Volatility is back. August was one of the worst months for the global financial markets in a long time. The key investment question, however, is whether the fundamentals justify the level of volatility.

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Richard Bernstein - Charts for the Beach

August 13, 2015

Our annual August report that looks at five of our favourite charts highlighting what we think consensus is currently missing.

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The Black Widow Returns - Richard Bernstein

July 13, 2015

High dividend yield can be like a black widow; Alluring and irresistible, but ultimately quite risky. See why.

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Richard Bernstein - Global Investing is Changing

June 18, 2015

Richard Bernstein, sub-advisor of the Redwood Global Equity Strategy Class discusses the impact of currency levels on investors seeking global exposure.

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Richard Bernstein - It's time to look at South Korea

May 13, 2015

Rich on why we it’s now the time to be looking at South Korea.

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Richard Bernstein - Valuation is Normal for Mid-Cycle Period

April 10, 2015

Rich on valuation models, and historically, how we are tracking where we’d typically be for a mid-cycle period.

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Richard Bernstein - The Dollar isn't the Peso anymore

March 9, 2015

Rich on why a strong USD and disinflation/deflation seem more likely than inflation so long as global overcapacity forces nations to fight for market share and depreciate their currencies.

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Richard Bernstein - Bonds or Jeter?

February 9, 2015

Rich on why steady results over time make a baseball player, and an investment portfolio great.

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2015 Year Ahead: Continuing to deflate the global credit bubble

December 10, 2014

Richard Bernstein discusses his investment themes for 2015

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VIDEO: Richard Bernstein & David Rosenberg Provide Market Outlook

November 24, 2014

On October 30, 2014 Richard Bernstein and David Rosenberg spoke in Toronto to a group of investment advisors providing their outlook on global markets.

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Tired of being scared yet?

November 13, 2014

Richard Bernstein discussed how bull markets are based on climbing the “wall of worry”, and how this cycle has been no different.

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The Importance of Beta Management

October 29, 2014

Richard Bernstein discusses the importance of getting the “beta” call right to generate returns

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Richard Bernstein | Is Smart Beta Smart Enough?

October 21, 2014

Richard Bernstein looks into the popularity of “smart beta” strategies

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