AB Global Equities Market and Investment Briefing - 09 March 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.
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
Mar 9 2021
9 mins
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Presented by
Mark Phelps, CIO Concentrated Global Growth
Mark Phelps, CIO Concentrated Global Growth
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AB Emerging Markets Multi-Asset Portfolio: EM Outlook and Portfolio Update Apr 29 2021 12:00 pm UTC 75 mins
Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team, and Karen Watkin, Portfolio ManagerPlease 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 share their thoughts on the key developments within emerging markets so far in 2021 and provide their outlook on the region moving forward from here. They will discuss current investment opportunities and risks in EM and how their views are reflected in our portfolio’s positioning. -
The Road to Recovery: Where do we go from here? Apr 28 2021 9:00 am UTC 60 mins
Karen WatkinWith the IMF recently revising global growth expectations upwards, the world economy appears to be emerging from the ravages of COVID-19, courtesy of widespread vaccine roll-out and generous fiscal packages. These measures however, are not failsafe, with vaccines still in short supply in many regions and fiscal packages stoking rising yields and inflation fears.
With the prospect of a multi-speed economic recovery ahead, Karen Watkin provides her insights on what investors should focus on over the next 12 months, possible bumps in the road to recovery and where the best investment opportunities can be found. -
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If we had to find an adjective for this year, we would choose the adjective anomalous. This year we have encountered a new situation that is not only affecting our investments but also our private life and our way of living. COVID-19 has resulted not only in volatility in the markets but also in a paradigm shift in how we view our investments. This impact has affected certain sectors differently but above all it has brought uncertainty. What we are clear about is that health comes first, but also the climate or society. At today's event we will have the pleasure of listening to our manager Dan Roarty, portfolio manager of our AB Sustainable Global Thematic Portfolio fund that focuses on these three themes and on how we believe in a sustainable world following the UNSDGs. -
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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. -
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Mark Phelps, CIO Concentrated Global GrowthJoin Mark Phelps for a morning Global Equity Market and Investment briefing.
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AB Global Equities Market and Investment Briefing - 26 January 2021 Recorded: Jan 26 2021 7 mins
Mark Phelps, CIO Concentrated Global GrowthJoin Mark Phelps for a morning Global Equity Market and Investment briefing.
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AB Global Equities Market and Investment Briefing - 1 December 2020 Recorded: Dec 1 2020 8 mins
Mark Phelps, CIO Concentrated Global GrowthJoin 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. -
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- Title: AB Global Equities Market and Investment Briefing - 09 March 2021
- Live at: Mar 9 2021 10:00 am
- Presented by: Mark Phelps, CIO Concentrated Global Growth
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