Hi [[ session.user.profile.firstName ]]

AB Global Equities Market and Investment Briefing

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.
Recorded Aug 11 2020 8 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Mark Phelps, CIO Concentrated Global Growth
Presentation preview: AB Global Equities Market and Investment Briefing

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Concentrated Equity Investing: Steering Clear from Hazards Nov 19 2020 1:00 pm UTC 60 mins
    Mark Phelps and Jim Tierney
    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.
  • AB Emerging Markets Multi-Asset Portfolio: Portfolio Review and Update Oct 29 2020 3:00 pm UTC 60 mins
    Morgan Harting, Portfolio Manager–Multi-Asset Solutions; Karin Watkins, Portfolio Manager–Multi-Asset Solutions
    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.
  • Navigating the fracture between the real economy and bond markets Oct 27 2020 10:00 am UTC 30 mins
    Flavio Carpenzano
    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.
  • What COVID-19 Means for the Economic Policy Puzzle Recorded: Oct 22 2020 62 mins
    Darren Williams and Eric Winograd
    "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."
  • What COVID-19 Means for the Economic Policy Puzzle Recorded: Oct 21 2020 61 mins
    Darren Williams and Guy Bruten
    "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."
  • AB Global Equities Market and Investment Briefing - 20 October 2020 Recorded: Oct 20 2020 8 mins
    Mark Phelps, CIO Concentrated Global Growth
    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.
  • Navigating and Strengthening Your Career through COVID-19 Recorded: Oct 7 2020 49 mins
    Janessa Cox & Christopher Hogbin - AllianceBernstein
    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.
  • AB Global Equities Market and Investment Briefing Recorded: Oct 6 2020 9 mins
    Mark Phelps, CIO Concentrated Global Growth
    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 Global Equities Market and Investment Briefing Recorded: Sep 22 2020 6 mins
    Mark Phelps, CIO Concentrated Global Growth
    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.
  • Will The Uneven Stock Market Rebound Endure? Recorded: Sep 21 2020 23 mins
    Nicholas Davidson - Senior Portfolio Manager—Equities
    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.
  • Will The Uneven Stock Market Rebound Endure - Nick Davidson Recorded: Sep 21 2020 21 mins
    Nicholas Davidson - Senior Portfolio Manager—Equities
    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.
  • AB Global Equites Market and Investment Briefing Recorded: Sep 8 2020 7 mins
    Mark Phelps, CIO Concentrated Global Growth
    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 Global Equities Market and Investment Briefing Recorded: Aug 25 2020 7 mins
    Mark Phelps, CIO Concentrated Global Growth
    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 Global Equities Market and Investment Briefing Recorded: Aug 11 2020 8 mins
    Mark Phelps, CIO Concentrated Global Growth
    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 Emerging Markets Multi-Asset Portfolio: Portfolio Review and Update Recorded: Jul 30 2020 45 mins
    Morgan Harting, Portfolio Manager–Multi-Asset Solutions; Karin Watkins, Portfolio Manager–Multi-Asset Solutions
    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.
  • AB Global Equities Market and Investment Briefing Recorded: Jul 28 2020 8 mins
    Mark Phelps, CIO Concentrated Global Growth
    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 Global Equities Market and Investment Briefing Recorded: Jul 14 2020 6 mins
    Mark Phelps, CIO Concentrated Global Growth
    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.
  • China’s Recovery: From Volatility to Opportunity Recorded: Jul 3 2020 46 mins
    John Lin and Mo Ji
    China has become the engine of global economic growth in recent years. How far and how fast will growth resume as the country emerges from the effects of the COVID epidemic amid evolving geopolitical risks such as the reescalation of US-China trade tensions? What are the opportunities – and the risks – for equity investors in China’s huge domestic market?

    Mo Ji, AB’s Chief China Economist, and John Lin, Portfolio of Manager of AB’s China Equity strategies, will address these questions at the webinar, providing on-the-ground insights into the prospects for China’s economy and the Chinese equity market. John will also highlight some of the distinctive ways in which AB’s China equity fund platform offers investors access to high conviction opportunities in China today.
  • AB Global Equities Market and Investment Briefing Recorded: Jun 30 2020 2 mins
    Mark Phelps, CIO Concentrated Global Growth
    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.
  • Healthcare, Climate, Empowerment: How to Future-Proof Your Credit Investment Recorded: Jun 23 2020 36 mins
    Dan Roarty and Shawn Keegan
    Please join AllianceBernstein's Healthcare, Climate, Empowerment: How to future-proof your credit investments Webinar with Dan Roarty and Shawn Keegan
Webinars for Investment Professionals
AB provides forward-looking perspective, independent research and investment discipline across asset classes, from equities and fixed income to alternatives and multi-asset portfolios.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: AB Global Equities Market and Investment Briefing
  • Live at: Aug 11 2020 8:00 am
  • Presented by: Mark Phelps, CIO Concentrated Global Growth
  • From:
Your email has been sent.
or close