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Global Equities: Finding Conviction in Stormy Markets

After a year marked by growing concern about China and bursts of volatility, equity investors are bracing for 2016. Nicholas Davidson, Senior Portfolio Manager at AB, will explain how high-conviction equity strategies can help investors combat challenging market conditions in a world of lower expected returns.
Recorded Dec 9 2015 32 mins
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Presented by
Nicholas Davidson, Senior Portfolio Manager, AB
Presentation preview: Global Equities: Finding Conviction in Stormy Markets

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  • Channel
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  • 1Q:2018 Capital Markets Outlook Recorded: Mar 6 2018 6 mins
    Erin Bigley
    Think back to the beginning of 2017. It was full of uncertainty and concern. Yet, it ended up being a great year. Most major asset classes posted positive returns. Stocks, both US and international, had a very strong year—as did credit markets like high yield and emerging-market debt. Even conservative government bonds posted positive returns, and alternatives were on the plus side too.
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    AllianceBernstein portfolio manager Stuart Rae explains how lessons from classic behavioural finance studies can help investors improve the choices they make today.
  • The US Equity Market: Room to Run or On Its Last Legs? Recorded: Jan 17 2018 38 mins
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    Following a remarkable year of returns, many investors are questioning US equity valuations and whether there is further upside potential for US stocks. Join Kurt Feuerman as he reviews 2017, provides his outlook for US markets in 2018, and discusses how he’s positioning his strategies to manage risk and identify opportunities in the new year.
  • Investing for a More Sustainable Tomorrow Recorded: Jan 2 2018 4 mins
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    Many people are looking for ways to invest that benefit society and the environment—but they’re worried about sacrificing returns in the process.
  • Emerging Markets: Delivering Results in a Developing Recovery Recorded: Sep 18 2017 3 mins
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    In this video, Sammy Suzuki, Stuart Rae and Kent Hargis, managers of the AB Emerging Markets Equity portfolio, explain why managing risk is the key to capturing return potential of emerging market stocks.
  • EM EQUITIES AND GLOBAL TRADE Recorded: Jul 13 2017 3 mins
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    How can investors discover stocks with long-term return potential, even in an environment of political and economic uncertainty?

    Join us for an interactive session with our fund manager and learn how it’s possible to invest successfully in European Equities.
    1. Find out how AB’s European Equity portfolios have successfully navigated changing market conditions by focusing on companies—and not countries.
    2. Discover why the key to identifying winners is to look for European companies that are global leaders and less exposed to regional trends.
    3. Learn how techniques used by private equity investors can be very effective when applied to stockpicking in public equity markets.

    Presenter: Tawhid Ali, Chief Investment Officer—European Value Equities
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    Moderator: Nicholas Davidson , Senior Portfolio Manager—Equities
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    CIO Tawhid Ali and Portfolio Manager Andrew Birse explain the techniques they use to find stocks with long-term return potential in today’s complex regional landscape.
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    With financial markets firmly in “risk-on” mode, many investors worry about a sudden return of “risk-off” sentiment.

    Jose Cosio, Managing Director—Global Client Group, and Jim Chanos, founder of premier short-only and market neutral manager Kynikos Associates LP*, are hosting a webinar to examine which alternative strategies could help investors weather less exuberant markets.

    *Kynikos Associates LP is a sub-investment adviser in AB’s Multi-Strategy Alpha Portfolio
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    A new political regime in the US brings new risks and new rewards for US equity investors. Join Kurt Feuerman as he discusses his outlook for US markets and how he has adjusted his strategies to manage risk and identify new opportunities.
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    With traditional safe-haven assets paying skimpy (even negative) yields, many investors realize that they may have to move up the risk curve to meet their long-term needs. But the bouts of volatility that have plagued equity markets can seem too risky to take on. We believe that efforts to not lose money can be harnessed to grow capital over time.

    To hear more, please join Kent Hargis & Sammy Suzuki, Portfolio Managers—Strategic Core Equities, for an interactive discussion on reaching long-term goals with “The Upside of Less Downside”.
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    Tawhid Ali - Chief Investment Officer—European Value Equities, Portfolio Manager—Global and International Value Equities
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    In the current market environment where 25%* of the global bond market trades at negative yields, investors’ interest and demand for unconstrained total return-oriented fixed income strategies has picked-up and resulted in the proliferation of such strategies. This phenomenon has left investors sometime confused and disappointed by the ability of the asset managers to deliver on their promises of attractive returns.
    During this webinar, John Taylor, member of the Absolute Return portfolio-management team, will discuss the opportunity for unconstrained fixed income investing and describe how, at AB, our investment philosophy and expertise in multi-sector investing has enabled us deliver on our risk-adjusted return objectives consistently across market cycles.
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    Infrastructure debt is gaining growing recognition as an asset class that can help investors secure attractive yields, good stability and valuable diversification over long horizons.

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    In this webinar, we will answer some of the big questions ahead for bond investors. These include:

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    In volatile environments, maintaining investment conviction is paramount. Join Kurt Feuerman as he reviews 2015 and discusses his strategy for weathering the volatility that has thus far characterized 2016.
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AB provides forward-looking perspective, independent research and investment discipline across asset classes, from equities and fixed income to alternatives and multi-asset portfolios.

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  • Title: Global Equities: Finding Conviction in Stormy Markets
  • Live at: Dec 9 2015 11:00 am
  • Presented by: Nicholas Davidson, Senior Portfolio Manager, AB
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