Double Trouble: Tightening & Earnings

August 2nd, 2022 4:15pm EST | 1:15pm PST Your Desk!

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The investing world seems highly uncertain these days. Investors are understandably having trouble balancing earnings, the Fed, fiscal policy, inflation, economic growth, disease control, and geo- and US politics. However, there appear to be two relatively certain events central to our current portfolio positioning.

Please join Richard Bernstein on Tuesday, August 2nd at 4:15 PM ET to hear his insights during this unusual market landscape.

Key learning objectives:

  • The only two certainties for the markets in the second half of this year
  • The impacts of the Fed further tightening monetary policy
  • Our analysis of decelerating profits growth for 2H22
  • How to assess the risk of recession
  • The opportunities for today’s uncommon market environment


Richard Bernstein

CEO/CIO, Richard Bernstein Advisors

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions.

Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.

A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.

Mr. Bernstein sits on the Hamilton College endowment’s Investment Committee (~$1 billion) and is a former chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, a Program Reviewer for the CFA Curriculum, and former adjunct faculty of the NYU/Stern Graduate School of Business.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.

Terry Ober

National Director - Portfolio Specialist Group, Richard Bernstein Advisors

Terry Ober is national director - portfolio specialists group with Richard Bernstein Advisors.

Before RBA, Mr. Ober was a regional vice president for ING U.S. Investment Management. Prior to joining ING in 2012, he was senior vice president, portfolio specialist with Cohen & Steers Capital Management. Terry has over 33 years of investment experience.

Terry has a BS from Babson College in Wellesley, MA. He is based in the Boston, MA area.

Disclaimer: The views expressed during this webinar, which may include forward looking statements, are those of the portfolio manager and are as of today's date only. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions are based on many factors, may not be relied on as an indication of trading intent on behalf of any Richard Bernstein Advisors strategy. Any examples discussed should not be considered an indication of the experience of clients. It should not be presumed that any strategies discussed will be profitable or will equal the experience of the example. The views and strategies described may not be suitable for all investors.

Investment Professional Use Only. Not To Be Used With the Public.

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