AllianceBernstein, Brookfield, Carlyle Collaborate on Private Market Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: seekingalpha
- Private Market Investment Collaboration: AllianceBernstein, Brookfield, and Carlyle have teamed up to offer private market investment options aimed at providing retirement savers with broader asset class diversification, particularly within defined contribution plans like 401(k)s, addressing the growing market demand.
- Dynamic Asset Allocation: The new option will be implemented alongside existing target-date funds or managed-account solutions, with ABC [ONE] dynamically adjusting private asset allocations across private credit, private real assets, and private equity based on participants' ages, ensuring flexibility and adaptability in investment portfolios.
- Technology Platform Support: ABC [ONE] will leverage AllianceBernstein's proprietary DC technology platform to deliver highly customized default solutions and operationalize them with key business partners such as recordkeepers, enhancing client experience and investment efficiency.
- Positive Market Reaction: Following the announcement of the new investment option, AllianceBernstein's stock rose by 1.4%, Brookfield's stock increased by 1.1%, while Carlyle's stock remained unchanged, indicating sustained market interest and confidence in private market investments.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AB
Wall Street analysts forecast AB stock price to rise
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 36.990
Low
40.00
Averages
42.00
High
46.00
Current: 36.990
Low
40.00
Averages
42.00
High
46.00
About AB
AllianceBernstein Holding L.P. is a global investment management firm. It provides diversified investment management and related services to a range of clients. It offers Institutional Services to its institutional clients, which include private and public pension plans, foundations and endowments, insurance companies, central banks, and governments worldwide, and affiliates, such as Equitable Holdings, Inc. (EQH) and its subsidiaries. It offers retail services to its retail clients, primarily by means of retail mutual funds sponsored by the Company or an affiliated company, sub-advisory relationships with mutual funds sponsored by third parties, separately managed account programs sponsored by financial intermediaries worldwide and other investment vehicles. It offers Private Wealth Management services to its private clients, including high-net-worth individuals and families, trusts and estates, charitable foundations, partnerships, and other entities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AllianceBernstein Backs Renk Amid European Defense Stock Retreat
- Market Opportunity Emerges: Marcus Morris-Eyton from AllianceBernstein notes that the recent retreat in European defense stocks has created attractive entry points for long-term military spending themes, despite the sector's strong performance in 2025, with the Stoxx Europe Total Market Aerospace and Defense Index closing up 56.5%.
- Germany's Defense Spending Commitment: Germany has pledged to increase military spending to at least 1% of GDP, although budget delays and procurement bureaucracy have hindered defense contract progress, causing certain German defense stocks to drop from P/E multiples in the mid-to-high 30s to the low 20s, revealing attractive individual trading opportunities.
- Renk's Market Leadership: Morris-Eyton highlights Renk as a global market leader in tank transmissions, focusing on manufacturing engines, gearboxes, and other specialist parts for tanks, naval vessels, and combat vehicles, aligning with AllianceBernstein's preference for longer-cycle defense investments.
- Profit Growth Potential: Renk's business model is aftermarket-centric, providing a lucrative growth profile over the next 10 to 20 years after selling tank transmissions, showcasing stronger long-term visibility compared to one-off weapons and ammunition sales.
See More
AllianceBernstein, Brookfield, Carlyle Collaborate on Private Market Investments
- Private Market Investment Collaboration: AllianceBernstein, Brookfield, and Carlyle have teamed up to offer private market investment options aimed at providing retirement savers with broader asset class diversification, particularly within defined contribution plans like 401(k)s, addressing the growing market demand.
- Dynamic Asset Allocation: The new option will be implemented alongside existing target-date funds or managed-account solutions, with ABC [ONE] dynamically adjusting private asset allocations across private credit, private real assets, and private equity based on participants' ages, ensuring flexibility and adaptability in investment portfolios.
- Technology Platform Support: ABC [ONE] will leverage AllianceBernstein's proprietary DC technology platform to deliver highly customized default solutions and operationalize them with key business partners such as recordkeepers, enhancing client experience and investment efficiency.
- Positive Market Reaction: Following the announcement of the new investment option, AllianceBernstein's stock rose by 1.4%, Brookfield's stock increased by 1.1%, while Carlyle's stock remained unchanged, indicating sustained market interest and confidence in private market investments.
See More
Three Asset Managers Launch Private Markets Solution for DC Plans
- Innovative Private Markets Solution: AllianceBernstein, Brookfield, and Carlyle have launched a private markets solution called 'ABC [ONE]' aimed at providing broader asset class diversification for Defined Contribution plans, which is expected to significantly enhance returns for retirement savers.
- Dynamic Asset Allocation: The solution will dynamically adjust allocations across private credit, private real assets, and private equity based on participants' ages and preferences, addressing the anticipated lower inflation-adjusted returns in the coming decade.
- Collaboration of Industry Leaders: AllianceBernstein will manage the private credit component, Brookfield will oversee private real assets, and Carlyle will handle private equity, leveraging their respective expertise to improve long-term investment outcomes for retirement plans.
- Technology Platform Support: ABC [ONE] will utilize AllianceBernstein's proprietary technology platform to deliver highly customized default solutions, ensuring effective operationalization with key business partners such as recordkeepers, thereby enhancing client experience.
See More
Three Asset Managers Launch Private Markets Solution for DC Plans
- Innovative Private Markets Solution: AllianceBernstein, Brookfield, and Carlyle have launched ABC [ONE], designed to provide Defined Contribution plans with dynamically adjusted private market asset allocations, expected to enhance returns and diversification for retirement savers.
- Asset Management Scale: AllianceBernstein manages $105 billion in custom target-date solutions, and with the expertise of Brookfield and Carlyle, the solution encompasses private credit, private real assets, and private equity, significantly enhancing market competitiveness.
- Addressing Market Dynamics: ABC [ONE] aims to tackle the anticipated lower inflation-adjusted returns over the next decade by integrating private market assets with existing target-date funds, offering better risk diversification and return potential.
- Technology Platform Support: The solution will leverage AllianceBernstein's proprietary DC technology platform, ensuring highly customized default solutions for clients and effective operationalization with key business partners such as recordkeepers.
See More
Municipal Bond Demand Strongly Rebounds
- Municipal Bond Recovery: The ICE BofA US Municipal Securities Index posted its first positive April since 2021 and the strongest since 2014, indicating a robust demand for municipal bonds and a recovery in investor confidence.
- Accelerated Inflows: According to LSEG Lipper Global Fund Flows, municipal mutual and exchange-traded funds saw net inflows of approximately $22.3 billion in the first four months of 2023, marking the fastest pace since 2021 and reflecting sustained investor interest in munis.
- Yield Attractiveness: AllianceBernstein's CIO Matt Norton highlighted that municipal bonds offer an all-in tax-free yield exceeding 4%, translating to nearly a 7% tax-equivalent yield for high-tax investors, making them appealing for income generation and suggesting strong performance over the next 12 to 18 months.
- Optimistic Market Outlook: UBS recently upgraded its view on munis to
See More
Strong AI-Driven Earnings Propel Markets to New Highs
- Market Neutral Strategies: Ed Cole from Man Group highlights that market-neutral equity strategies present an 'incredibly opportunity-rich world' by focusing on stock selection while minimizing overall market exposure, adapting to the breakdown of traditional stock-bond relationships.
- European Strategic Autonomy: Daniel Morris, chief market strategist at BNP Paribas AM, emphasizes the growing need for Europe to assert its independence from the U.S., viewing this strategic autonomy narrative as a key sustainable story in Europe, particularly amid the U.S. tech stock rally.
- Bond Investment and Dollar Hedging: Thierry Taglione from AllianceBernstein advises investors to capitalize on global rate differentials by purchasing Japanese and European bonds while hedging back to U.S. dollars, reflecting a strategy aimed at enhancing yield in global income portfolios.
- Market Volatility and Investment Strategies: Despite optimism over a Middle East peace agreement lifting markets, mixed signals from Washington and Tehran keep volatility high, necessitating more creative strategies for investors to protect their portfolios in an unprecedented market environment.
See More
AllianceBernstein Backs Renk Amid European Defense Stock Retreat
- Market Opportunity Emerges: Marcus Morris-Eyton from AllianceBernstein notes that the recent retreat in European defense stocks has created attractive entry points for long-term military spending themes, despite the sector's strong performance in 2025, with the Stoxx Europe Total Market Aerospace and Defense Index closing up 56.5%.
- Germany's Defense Spending Commitment: Germany has pledged to increase military spending to at least 1% of GDP, although budget delays and procurement bureaucracy have hindered defense contract progress, causing certain German defense stocks to drop from P/E multiples in the mid-to-high 30s to the low 20s, revealing attractive individual trading opportunities.
- Renk's Market Leadership: Morris-Eyton highlights Renk as a global market leader in tank transmissions, focusing on manufacturing engines, gearboxes, and other specialist parts for tanks, naval vessels, and combat vehicles, aligning with AllianceBernstein's preference for longer-cycle defense investments.
- Profit Growth Potential: Renk's business model is aftermarket-centric, providing a lucrative growth profile over the next 10 to 20 years after selling tank transmissions, showcasing stronger long-term visibility compared to one-off weapons and ammunition sales.
See More
AllianceBernstein, Brookfield, Carlyle Collaborate on Private Market Investments
- Private Market Investment Collaboration: AllianceBernstein, Brookfield, and Carlyle have teamed up to offer private market investment options aimed at providing retirement savers with broader asset class diversification, particularly within defined contribution plans like 401(k)s, addressing the growing market demand.
- Dynamic Asset Allocation: The new option will be implemented alongside existing target-date funds or managed-account solutions, with ABC [ONE] dynamically adjusting private asset allocations across private credit, private real assets, and private equity based on participants' ages, ensuring flexibility and adaptability in investment portfolios.
- Technology Platform Support: ABC [ONE] will leverage AllianceBernstein's proprietary DC technology platform to deliver highly customized default solutions and operationalize them with key business partners such as recordkeepers, enhancing client experience and investment efficiency.
- Positive Market Reaction: Following the announcement of the new investment option, AllianceBernstein's stock rose by 1.4%, Brookfield's stock increased by 1.1%, while Carlyle's stock remained unchanged, indicating sustained market interest and confidence in private market investments.
See More
Three Asset Managers Launch Private Markets Solution for DC Plans
- Innovative Private Markets Solution: AllianceBernstein, Brookfield, and Carlyle have launched a private markets solution called 'ABC [ONE]' aimed at providing broader asset class diversification for Defined Contribution plans, which is expected to significantly enhance returns for retirement savers.
- Dynamic Asset Allocation: The solution will dynamically adjust allocations across private credit, private real assets, and private equity based on participants' ages and preferences, addressing the anticipated lower inflation-adjusted returns in the coming decade.
- Collaboration of Industry Leaders: AllianceBernstein will manage the private credit component, Brookfield will oversee private real assets, and Carlyle will handle private equity, leveraging their respective expertise to improve long-term investment outcomes for retirement plans.
- Technology Platform Support: ABC [ONE] will utilize AllianceBernstein's proprietary technology platform to deliver highly customized default solutions, ensuring effective operationalization with key business partners such as recordkeepers, thereby enhancing client experience.
See More
Three Asset Managers Launch Private Markets Solution for DC Plans
- Innovative Private Markets Solution: AllianceBernstein, Brookfield, and Carlyle have launched ABC [ONE], designed to provide Defined Contribution plans with dynamically adjusted private market asset allocations, expected to enhance returns and diversification for retirement savers.
- Asset Management Scale: AllianceBernstein manages $105 billion in custom target-date solutions, and with the expertise of Brookfield and Carlyle, the solution encompasses private credit, private real assets, and private equity, significantly enhancing market competitiveness.
- Addressing Market Dynamics: ABC [ONE] aims to tackle the anticipated lower inflation-adjusted returns over the next decade by integrating private market assets with existing target-date funds, offering better risk diversification and return potential.
- Technology Platform Support: The solution will leverage AllianceBernstein's proprietary DC technology platform, ensuring highly customized default solutions for clients and effective operationalization with key business partners such as recordkeepers.
See More
Municipal Bond Demand Strongly Rebounds
- Municipal Bond Recovery: The ICE BofA US Municipal Securities Index posted its first positive April since 2021 and the strongest since 2014, indicating a robust demand for municipal bonds and a recovery in investor confidence.
- Accelerated Inflows: According to LSEG Lipper Global Fund Flows, municipal mutual and exchange-traded funds saw net inflows of approximately $22.3 billion in the first four months of 2023, marking the fastest pace since 2021 and reflecting sustained investor interest in munis.
- Yield Attractiveness: AllianceBernstein's CIO Matt Norton highlighted that municipal bonds offer an all-in tax-free yield exceeding 4%, translating to nearly a 7% tax-equivalent yield for high-tax investors, making them appealing for income generation and suggesting strong performance over the next 12 to 18 months.
- Optimistic Market Outlook: UBS recently upgraded its view on munis to
See More
Strong AI-Driven Earnings Propel Markets to New Highs
- Market Neutral Strategies: Ed Cole from Man Group highlights that market-neutral equity strategies present an 'incredibly opportunity-rich world' by focusing on stock selection while minimizing overall market exposure, adapting to the breakdown of traditional stock-bond relationships.
- European Strategic Autonomy: Daniel Morris, chief market strategist at BNP Paribas AM, emphasizes the growing need for Europe to assert its independence from the U.S., viewing this strategic autonomy narrative as a key sustainable story in Europe, particularly amid the U.S. tech stock rally.
- Bond Investment and Dollar Hedging: Thierry Taglione from AllianceBernstein advises investors to capitalize on global rate differentials by purchasing Japanese and European bonds while hedging back to U.S. dollars, reflecting a strategy aimed at enhancing yield in global income portfolios.
- Market Volatility and Investment Strategies: Despite optimism over a Middle East peace agreement lifting markets, mixed signals from Washington and Tehran keep volatility high, necessitating more creative strategies for investors to protect their portfolios in an unprecedented market environment.
See More
