Joseph Gerard Paul

Joseph Gerard Paul

Chief Investment Officer—US Value Equities

29 Years at AB
32 Years of experience

Joseph Gerard Paul was appointed Chief Investment Officer for North American Value Equities in 2009. He has also served as CIO of the Advanced Value Fund since 1999. Paul was previously CIO of Small & Mid-Cap Value (2002–2008) and co-CIO of Real Estate Investments (2004–2008). Additionally, he was director of research for the Advanced Value Fund for two years. In that role, Paul was instrumental in the genesis of the Advanced Value leveraged hedge fund. He joined AB in 1987 as a research analyst covering the automotive industry, and was named to the Institutional Investor All-America Research Team every year from 1991 through 1996. Before joining the firm, Paul worked at General Motors in marketing and product planning. He holds a BS from the University of Arizona and an MS from the Massachusetts Institute of Technology’s Sloan School of Management. Location: New York

The First 100 (Trading) Days

The First 100 (Trading) Days

by Joseph G. Paul, Seth J. Masters, Matthew D. Palazzolo

Tomorrow, April 4, will be the 100th trading day for US stocks since Donald Trump was elected president of the US. The S&P 500 has returned 11.3% since the election, leading many to call the rally the “Trump Bump.” We think that improving economic growth and optimism about corporate profitability (not administration influence) are the main reasons for the rally. Read on, or listen to the podcast.

Wealth Management


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Cost of Shale to Drive Oil Prices Higher
Look Beyond the GAAP
Headwinds to US Earnings Growth Abate
Why “Best of Breed” Often Fails
Is Oil Too Slick for Equity Investors?
Valuing Stocks Requires a Human Touch
Buybacks Are Not Just an Accounting Trick
Are Markets More Rational in the Information Age?
Worried About US Stocks?

Worried About US Stocks?

by Joseph G. Paul

After a jittery January, investors in US equities are gritting their teeth. But even if equities lose some steam after last year’s rally, we think company fundamentals and the interest-rate environment should support a resilient market in 2015.

Equities


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Can You Rely on Income from Equities?

by Joseph G. Paul

In a world of ultralow interest rates, the quest for income has left many investors stumped. Bonds are generally seen as more dependable sources of income than stocks. But our analysis suggests that income streams from equities are much more stable than widely believed.

Equities


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CAPE Fears Miss the Point

by Joseph G. Paul

With the recent wobbles in the market, scary headlines about stock bubbles are back in the spotlight. We think all this foreboding overlooks an important point: In today’s low-return world, where better than stocks to put your money?

Equities


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The New Logic of M&A

by Joseph G. Paul

There seems to be a new calculus at work in the recent rash of takeovers, as investors set aside their usual wariness of deals and dealmakers for the promise of growth these combinations may bring. We think it’s a good reason to stick with stocks.

Equities


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