AB American Growth - Live

Some commentators warn that equity markets are in a bubble. Others see plentiful upside from the prospect of economic recovery and continued policy support. In this webcast, AB’s Equity Senior Portfolio Manager Nicholas Davidson will examine the arguments and highlight some of the areas offering the best equity opportunities today: from a style and regional perspective the most rewarding prospects in 2021 may not necessarily be 2020’s winners.

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 Meike Bliebenicht, Product Director-Multi Asset. Morgan and Meike will share their 2021 outlook for emerging markets and EM asset class views. They will discuss current opportunities and risks in EM investing and how their views are reflected in our portfolio’s positioning.

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.

As the world looks forward to a new year with fresh hope for beating the pandemic, we set out our economic scenario for 2021. While optimism is growing, with the global economy expected to bounce back in the short-term, COVID-19 has, if anything, intensified the longer-term secular challenges and trends faced by the world prior to the pandemic’s outbreak: debt, populism and deglobalization.
As we look forward to the new year, our investors will highlight likely sources of attractive returns amid a challenging landscape of high valuations, low interest rates and ever shifting risks. Tighten your seatbelts for an exciting year ahead!

Join our team of investment and economic experts for the AllianceBernstein 2021 cyclical and the investment implications for your equity, fixed income and multi asset portfolios.

With recent positive news around successful vaccine development and the US election outcome now widely known, 2021 is likely to be a year of continued economic recovery, supported by low interest and governments’ fiscal stimulus programmes. Uncertainty is here to stay, however, driven by the evolution of the COVID-19 situation combined with the transition of administration in the US.

How should investors position for a post-COVID world? In our webinar, we will discuss our three key investment ideas for 2021.

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.

In today’s markets, risk is a moving target. Even with strong policy forces supporting equity gains, sources of volatility are numerous. Kent Hargis and Sammy Suzuki, Portfolio Managers AB Low Volatility Equity Portfolio, will address how risk across many industries changed post-covid.
Portfolio managers who aim to mitigate risk must be prepared to shift their defensive formations regularly and to look in new directions for stocks that can help anchor stability in an allocation as the risk landscape changes. Over the long term, we believe a dynamic defensive strategy can help fuel an offense during volatile market episodes. We continue to look for companies that offer a combination of quality and stability at attractive prices; the three core elements underpin our investment philosophy.

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.

Concentrated investing is long recognized as risky due to the lack of diversification. However already for several decades the AB Concentrated Global and US Strategies have shown their resilient characteristics and downside risk reduction, especially in times of uncertainty. In this webinar, our Concentrated Growth CIO’s Mark Phelps and Jim Tierney will review the macro environment and portfolio performance, with a strong focus on current positioning in relation to the challenges in the market.

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.