Select US Equities Webinar - Opportunities for Equities Under a New Regime

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

Join Mark Phelps for a US Presidential Election Special

In this week’s Global Equity Market and Investment briefing, Mark Phelps will provide his reaction to the US presidential election results, and will discuss how the outcome might impact investment decision making with regards to his Global Concentrated Equity Strategy

Please join us for a call with Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team. Morgan will provide us with his insights on major macroeconomic themes and risks in emerging markets. In addition, he will discuss the current positioning and performance of the portfolio.

Investors today need to balance a challenging fundamental backdrop with the road to a full recovery likely to be long and the likelihood that governments and central banks will respond forcefully to any setbacks. It’s not just about disruption and dislocations caused by COVID-19 as there are other threats, such as the deteriorating global geopolitical environment. Yet, only an unlikely combination of economic disappointment and policy error would justify a negative view.

Central bank support and ultra-low government bond yields will drive strong demand for higher-yielding credit sectors, even as fundamental conditions appear to deteriorate in the corporate market. With valuations still above long-term averages and the technical picture a positive one, investors should consider leaning into credit risk as the global economy heals and spreads continue to compress/normalize although being selective is crucial. Crossover (BBB/BB), banks and short maturity high yield bonds are currently among AB strongest convictions.

"The world has seen an unprecedented impact from the COVID-19 pandemic and the policies rolled out to shore up the global economy. Predicting the long-term economic repercussions is challenging, but we believe that the pandemic is likely to reinforce long-term trends that are already in progress.
Darren Williams, AB’s Director of Economic Research, and Eric Winograd, US Senior Economist, take a closer look at deglobalization, the resurgence of populism and government debt growth. Some of the effects of COVID-19 policies are pushing on an open door—leaning in the same direction as these secular trends. Our guest speakers will also provide an update on November’s US presidential and congressional elections."

"The world has seen an unprecedented impact from the COVID-19 pandemic and the policies rolled out to shore up the global economy. Predicting the long-term economic repercussions is challenging, but we believe that the pandemic is likely to reinforce long-term trends that are already in progress.
Darren Williams, AB’s Director of Economic Research, and Guy Bruten, Chief Economist—Asia-Pacific ex China, take a closer look at deglobalization, the resurgence of populism and government debt growth. Some of the effects of COVID-19 policies are pushing on an open door—leaning in the same direction as these secular trends."

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

AB Synergy’s Women in Asset Management (WiAM) network invite you to join Janessa Cox (Global Head of Diversity & Inclusion at AllianceBernstein) and Christopher Hogbin (Head of Equities at AllianceBernstein) who will provide perspectives on negotiating promotions, managing employer expectations, networking, training and managing work-life balance (and childcare) in a COVID-19 world.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

The recovery in equity markets over the last few months has been powerful but highly skewed, with a few mega-cap technology-related stocks dominating returns. Nicholas Davidson will discuss what has been driving this unusual pattern and will draw on lessons from stock market history and his outlook on the current investment environment to assess whether the sharp reversal in early September is likely to be a blip or the start of a trend.

The recovery in equity markets over the last few months has been powerful but highly skewed, with a few mega-cap technology-related stocks dominating returns. Nicholas Davidson will discuss what has been driving this unusual pattern and will draw on lessons from stock market history and his outlook on the current investment environment to assess whether the sharp reversal in early September is likely to be a blip or the start of a trend.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.

Please join us for a call with Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team, and Karen Watkin, Portfolio Manager. Morgan and Karen will provide us with their insights on major macroeconomic themes, opportunities and risks in emerging markets. In addition, will discuss the current positioning and performance of the portfolio.

Finally, they look forward to taking your questions in an interactive session on emerging markets as well as on the fund strategy.

Join Mark Phelps for a morning Global Equity Market and Investment briefing.

Equity investors are facing exceptional challenges as companies, countries and markets cope with fallout from the coronavirus crisis. Every fortnight Mark will provide his insights on the latest market events and how they might impact investment decision making within his Concentrated Global Equity Portfolio.