What Clients Want, What They Really, Really Want - with Honor Solomon, CEO EMEA & Head of EMEA Retail Sales
AB Alpha Females—The Multi-Asset Investment Podcast
Release Date: 05/07/2024
Quality is Queen: Why Investment Grade Bonds are Anything but Boring - with Souheir Asba, Portfolio Manager—Investment Grade Credit
AB Alpha Females—The Multi-Asset Investment Podcast
How can investment grade credit offer both stability and opportunity in a volatile market? Karen Watkin hosts Souheir Asba, AllianceBernstein’s Portfolio Manager—Investment Grade Credit, who explains how investment grade (IG) credit is a crucial part of the broader fixed income market due to its size, diversification and attractive yields at relatively low risk. In a potentially higher-for-longer interest rate environment, IG credit remains appealing as it provides a stable source of income. Souheir's diverse background, including roles as an economist, strategist, and engineer, has...
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Emerging from Behind the Scenes: Finding Income Further Afield - with Elizabeth Bakarich, Director—Emerging Market Corporate Debt
AB Alpha Females—The Multi-Asset Investment Podcast
Emerging markets offer investors exciting opportunities—but also higher risks. That's why Liz Bakarich, Director of Emerging Market Corporate Debt at AllianceBernstein, says investing in emerging markets requires detailed and strong fundamental research, including on-the-ground visits and interactions with local entities. Liz says understanding idiosyncratic risks, currency volatility and governance issues are crucial to success. Despite conventional wisdom, she explains, emerging market debt can offer similar risks and returns to developed market credit, with potentially better spreads and...
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The Hunt for Efficient Income: Navigating Safe Waters in Yield Investing - with Sonam Leki Dorji, Portfolio Manager—Income Strategies
AB Alpha Females—The Multi-Asset Investment Podcast
Is it possible to earn high levels of investment income without sinking under risk? Karen Watkin talks with Sonam Leki Dorji, Portfolio Manager at AllianceBernstein, about the importance of sourcing efficient income in high-income investing. Diversification, avoiding high-risk assets and being nimble to adapt to market changes are the hallmarks of her strategic approach. And it’s especially important, says Sonam, to understand both the macroeconomic picture and the details of each security in a portfolio. Sonam, a trained engineer with 20 years of professional investing experience, says...
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Live Long and Prosper: How to Target a Happy Retirement - with Elena Wang, Portfolio Manager—Multi-Asset Solutions
AB Alpha Females—The Multi-Asset Investment Podcast
Saving for retirement poses increasing challenges in an ever-changing financial landscape. In this episode, Karen Watkin talks with Elena Wang, a Portfolio Manager at AllianceBernstein, who says investors need to adopt a flexible and diversified approach to retirement savings, considering both growth and risk management. Elena was drawn to retirement solutions by a desire to make a real impact on people's lives. She emphasizes the importance of saving early and incorporating non-traditional assets to navigate market volatility and inflation. It’s especially rewarding, says Elena, to...
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Playing the Long Game: A Tale of Time and Investment - with Alla Harmsworth, Co-Head—Institutional Solutions; Head—Alphalytics
AB Alpha Females—The Multi-Asset Investment Podcast
Have you ever wondered how investment professionals navigate the complexities of forecasting asset returns and constructing robust portfolios in an uncertain world? In this insightful conversation, Alla Harmsworth from AllianceBernstein delves into the intricacies of long-term asset allocation, emphasizing the importance of humility in forecasting and the need for thoughtful portfolio construction. Alla explains AB's approach, which combines quantitative models with fundamental research to create diversified portfolios that can withstand various market scenarios. She highlights the challenges...
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Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income
AB Alpha Females—The Multi-Asset Investment Podcast
How can investors navigate the complexities of today’s economic environment while maintaining a long-term perspective? Sandra Rhouma, AllianceBernstein’s European economist, emphasizes the importance of maintaining a calm and steady approach to economic forecasting that sifts through the noise and is focused on the global economy’s long-term trajectory. By assigning probabilities to different risk scenarios, investors can better navigate periods of high uncertainty and make informed decisions about their portfolios. Sandra shares her experiences transitioning from the European Central...
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Reflections and Revelations: A Season 1 Recap - with Karen Watkin, Portfolio Manager—Multi-Asset Solutions
AB Alpha Females—The Multi-Asset Investment Podcast
As we draw the curtain on season one of AB Alpha Females, Karen reflects on the key themes that have shaped the discussions. From the transformative power of technology to the importance of chemistry, contacts and clients, we’ve explored the dynamic landscape of multi-asset investing. We’ve delved into the growing importance of environmental, social and governance (ESG) considerations and the critical role of diversity of thought when building investment strategies. And we’ve celebrated the inspiring journeys of women in asset management who are breaking barriers and shaping the...
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Behind the Scenes, But Leading The Way - with Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services
AB Alpha Females—The Multi-Asset Investment Podcast
Given the sophistication of multi-asset portfolios, what challenges do operations teams face in managing them effectively? Karen is joined by Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services at AB, who unpacks the complex interplay of portfolio management, operations and technology. Karen and Jen discuss the intricacies of building and managing multi-asset businesses, as well as the essential role of operations in transforming investment strategies into tangible results. Jen also reflects on her nearly two-decade career, noting the evolution of the...
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Diving into Responsible Investing Challenges - with Jodie Tapscott, Director of Strategy - Responsible Investing
AB Alpha Females—The Multi-Asset Investment Podcast
Can diversity be the cornerstone of a responsible future? Karen is joined by Jodie Tapscott, Director of Strategy - Responsible Investing at AB, who explains the practicalities of integrating material environmental, social, and governance (ESG) factors within strategies. Investing in diversity, equity and inclusion (DEI), she explains, can make a big impact on workforce effectiveness, highlighting the correlation between diverse leadership and market opportunities. Jodie also discusses her transition from traditional investment roles to those focusing on sustainability, driven by her...
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The Changing Face of Credit - with Tiffanie Wong, Director—Fixed Income Responsible Investing Portfolio Management
AB Alpha Females—The Multi-Asset Investment Podcast
Are bonds back? Karen is joined by Tiffanie Wong, Director of Fixed Income Responsible Investing Portfolio Management at AB, who delves into the resilience of the bond market, considering recent economic headwinds. Tiffanie explores how technology is reshaping investment strategies and the growing importance of environmental, social and governance factors in assessing creditworthiness. Through Tiffanie’s journey, we learn about the power of mentors—particularly women in leadership—for career development and for balancing professional and personal life in the asset management industry. ...
info_outlineIn our inaugural episode, Karen is joined by AB’s Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, who discusses her multifaceted role, emphasizing the importance of chemistry, contacts, and culture in building effective sales teams and client relationships. She highlights the complex nature of multi-asset solutions and the need to simplify these strategies for clients while maintaining robust communication and trust. Honor also reflects on her career journey, advocating for authenticity and the importance of mentorship and sponsorship in professional growth.
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