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The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams, and are subject to change over time.
Past performance and historical analysis do not guarantee future results.
As of December 31, 2022
Source: IMF and Statista 2022
Past performance and historical analysis do not guarantee future results.
Quarters may not sum to annual totals because of rounding.
As of December 31, 2023
Source: US Bureau of Economic Analysis using Tukan
Past performance and historical analysis do not guarantee future results.
As of December 31, 2023
Source: Mexican National Institute of Statistics and Geography, Federal Reserve Bank of St Louis, Statista. Data as at 2Q23 for Mexico
The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams, and are subject to change over time.
Stuart Rae is Chief Investment Officer of Emerging Markets Value Equities since 2023 and Chief Investment Officer of Asia-Pacific Value Equities, a position he has held since 2006. He is also a long-standing Portfolio Manager for China Equities. Previously, Rae was CIO of Australian Value Equities from 2003 to 2006. He joined the firm in 1999 as a research analyst covering the consumer sector, initially working in New York and London before moving to Sydney in 2003, Hong Kong in 2006 and Melbourne in 2021. Before that, Rae was a management consultant with McKinsey for six years in Australia and the UK. He holds a BSc (Hons) in physics from Monash University, Australia, and a DPhil in physics from the University of Oxford, where he studied as a Rhodes Scholar. Location: Melbourne