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'There are 2 existential threats to the oil industry' — and it has nothing to...
The oil industry is in crisis.Oil prices are tanking because several oil producers, responsible for almost half of the world's output, failed to reach a production-freeze agreement at a meeting in Doha...
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Here's why Saudi Aramco's IPO could wreak havoc in the oil markets
The public listing of Saudi Arabia's state-owned oil company, Aramco, could be terrible news for the oil industry in the long term, squeezing out smaller producers and causing big issues with...
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The Brexit effect on UK property will be more devastating than anyone has...
Britain leaving the European Union would not only kill property prices but drag the UK banking sector down with it, say analysts at research house Bernstein.While Chancellor George Osborne already...
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Wall Street thinks 'cracks' are forming around Intel's most important...
Intel chips enjoy a near monopoly in the data-center business, but financial-research firm Bernstein doesn't believe that it will last long.In a note published on Monday, Bernstein's analyst, Stacy...
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Analyst thinks lots of people will use online 'robo advisors' to invest — and...
Analysts at asset manager Bernstein are bullish on the prospects of so-called robo advisors — digital wealth managers that offer investment strategies on the cheap.In a note sent to clients on Monday,...
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BERNSTEIN: China's insane spending on robotics is fundamentally changing...
Analysts at global investment manager Bernstein believe the "age of industrialization is coming to an end," with robots set to destroy manufacturing jobs globally.That may not sound seismic. After all,...
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'A massive system-wide problem, not just for those in finance, but more...
Investors have been having a great time of it the last 30 years, benefiting from higher than average returns and lower than average volatility in the equity and bond markets. But these positive...
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Chinese adults have 260 fewer minutes a week to consume media compared to...
LONDON – Chinese adults work longer weeks and have less time to consume the internet and the media, hurting profits in the sector, according to research by Bernstein.Analysts estimated that the average...
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BERNSTEIN: 'We are one tweet away from … well, almost anything really'
When most President-elects take office, Wall Street analysts pay close attention to what proposed legislation could mean for companies, industries and the economy.This time around, investors may need...
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Bernstein: We spoke to Tesco's investors about the Booker merger — here's...
LONDON — Analysts at Bernstein have been surveying investors to get their take on Tesco's planned mega-merger with wholesale food retailer Booker, following some high-profile objections from Tesco...
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Tesco faces a key test of its £3.7 billion Booker takeover this week
LONDON — Tesco faces a crucial test this week when it delivers full-year result on Wednesday.The supermarket chain's planned merger with food wholesaler Booker is facing pressure from two key...
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Marks & Spencer could team with Ocado for online food delivery — here's what...
Marks & Spencer could do deal with Ocado for online groceries;Amazon and Waitrose could be hurdles to a deal, Credit Suisse says; Analysts think Ocado could make up to £4 million from a deal,...
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Why Amazon is buying Whole Foods (AMZN, WFM)
Amazon swooped in to buy the high-end grocer Whole Foods on Friday, paying $13.7 billion, or $42 a share — a healthy 27% premium on the previous day's closing price.So what's in it for Amazon?There are...
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Bitcoin isn't money — it's a 'censorship-resistant asset class'
LONDON – Cryptocurrency Bitcoin isn't technically money in the full sense of the word, according to analysts at Bernstein.While it allows transactions in a similar way to cash, Bitcoin is still just a...
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A quant analyst took 6 months off work to deal with cancer, and when he...
Bernstein analyst Inigo Fraser-Jenkins spent six months off work through illness. When he returned, he sent clients a 4,000-word note that reads like an existential crisis. It is titled "Why I do this...
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BERNSTEIN: Buy these 13 bargain stocks to cash in on the market rout
Markets have suffered hefty falls this week, but that offers opportunities for investors.Bernstein has shared a list of stocks with clients rated "outperform" by analysts.These are stocks which have...
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Millennials' eating habits are wildly different from their parents' — and the...
Millennials have a strong preference for convenience, and eat at restaurants more than any other generation, according to Bernstein analysts.This year, their purchasing power is set to surpass baby...
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The robots are killing Tesla (TSLA)
Analysts at Bernstein argue that Elon Musk has over-automated Tesla.The very robots that Musk says will revolutionize the car industry are baking in Tesla's mistakes, and costing far more money than...
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Here's a 2-part trade that will help investors survive as global economies...
Economies around the world are the most synchronized in years, but Bernstein argues they'll start diverging soon.The firm offers a two-part recommendation for best handling this splintering of global...
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A top strategist warns that the 'intellectual health of society' is in danger...
Facts and evidence have started taking a backseat to opinion, and that mentality is bleeding into investing, according to Bernstein.The firm scoured millions of books spanning 400 years in an attempt...
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