Institutional investors face many strategic questions today in a challenging landscape: Constraints on real return generation are growing. Diversification challenges are ever-present. The dividing line between alpha and beta is shifting. With Strategically Speaking, Inigo Fraser Jenkins and Alla Harmsworth, AllianceBernstein’s co-heads of Institutional Solutions, present strategic views on the macro backdrop and capital markets, translating them into actionable insights. The goal: to empower ...
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Conflicting Forces: Assessing Equity Market Prospects
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19:34
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Today’s equity market faces conflicting forces, with near-term risks including rising rates and a more likely recession. On a strategic horizon, however, there may be a stronger case for stocks—including a role as real assets in a higher-inflation world. Chris Hogbin, AB’s Head of Equities, joins Inigo to assess the road ahead for stocks in a tumul…
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The Shape of Things to Come: Portfolio Construction in the Decade Ahead
26:47
26:47
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A deteriorating risk/return outlook featuring lower nominal returns, higher inflation and changing correlations could have big implications for portfolios. Dan Loewy, CIO and Head of Multi-Asset Solutions at AB, joins Inigo and Alla to discuss how a regime change in asset-price responses might alter investors’ choices when constructing portfolios a…
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Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material wi…
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