AB’s In Conversation With…
In this episode, we speak with John Taylor AB’s Head—European Fixed Income and Director—Global Multi-Sector… John touches on global market trends, such as policy certainty outside the U.S., and rate cuts in Europe and Australia, and he also discusses the growing appetite for investment grade credit exposure.
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In this episode, we speak with Kent Hargis AB’s Chief Investment Officer—Strategic Core Equities, who was recently in Australia to launch the AB Global Strategic Core Equities Fund. Here he talks us through the fund's investment process and how it handles new challenges like generative AI and other market disruptions.
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In this episode we speak with Nick Sanders, Portfolio Manager of AB’s Dynamic Global Fixed Income Fund. Nick talks about the current environment for fixed income in Australia and globally, and we ask him where he believes interest rates are headed.
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In this episode, we speak with Pete Gordon & Clark Coffee, AB’s Heads of US & EMEA Commercial Real Estate Debt platforms. We ask them what commercial real estate debt is as an asset class and where it fits in a portfolio.
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In this episode, we speak with Christian DiClementi, AB’s Director of Emerging Markets Debt. We talk with him about the different types of EM debt. We also ask him why investors should carve out space for EM within their global credit allocation.
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In this episode, we speak with Stuart Rae, AB’s Chief Investment Officer—Emerging Markets Value. Stuart talks about how he first became involved in emerging market investing and highlights some of the interesting insights he uncovers when conducting his on the ground research.
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In this episode, we speak with Hamish FitzSimons, AB’s Co-Chief Investment Officer—Australian Equities. Hamish answers questions on supermarkets, banks and consumer discretionary stocks, and provides his outlook for the economy.
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In this episode, we speak with Klaus Ingemann, AB’s Co-Chief Investment Officer—Global Core Equity. Klaus provides an overview of recent global market movements, talks about what has surprised him, and gives his view of what’s yet to come.
info_outlineIn this episode, we speak with Hamish FitzSimons, AB’s Co-Chief Investment Officer—Australian Equities. Hamish answers questions on supermarkets, banks and consumer discretionary stocks, and provides his outlook for the economy.