27 años en AB|34 años de experiencia
James MacGregor was appointed Chief Investment Officer of US Small and Mid Cap Value Equities in 2009. In this role, he acts as the lead portfolio manager for AB's US Small and Mid Cap Value strategies. MacGregor served as head of US Value Equities from 2019 to 2025, responsible for all US Value portfolios in the areas of business management and talent development. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research for Small and Mid Cap Value Equities, overseeing coverage of companies for the Small Cap and Small/Mid Cap Value services. He started as a research analyst covering a wide number of sectors for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He also serves as a board member and volunteer for Xavier Mission, a charitable organization that provides basic services and opportunities for empowerment and self-sufficiency to New Yorkers in need. MacGregor holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. He is a CFA charterholder. Location: New York
Durante años, el estilo value ha estado a la sombra del estilo growth, pero en ese período ha experimentado una especie de transformación.
James MacGregor, Cem Inal | 12 agosto 2024Las acciones value ofrecen una extraordinaria combinación de empresas rentables, ambiciosas y de calidad.
James MacGregor, Cem Inal, Erik Turenchalk | 29 mayo 2024Historically low valuations and positive earnings outlooks relative to large-cap stocks suggest that small-caps may lead an eventual economic rebound.
Samantha S. Lau, James MacGregor | 13 diciembre 2022The race is on to redesign supply chains. Equity investors need a clear framework to figure out which companies are taking the right steps to adapt.
Erik Turenchalk, Jonathan Berkow, James MacGregor | 17 junio 2022How can investors identify companies that can adapt their processes to compete in a less globalized world?
Erik Turenchalk, James MacGregor | 04 mayo 2022How can investors in value stocks gain confidence in a company’s ability to deliver results in 2022?
James MacGregor | 10 enero 2022Ahora que la temporada de beneficios llega a su fin, estamos reuniendo ideas para poder identificar qué compañías tendrán ventajas para mantener beneficios de calidad y márgenes ante las subidas de precios.
Dev Chakrabarti, James MacGregor | 15 noviembre 2021Market crises typically create fertile ground for value stocks to outperform in a recovery. Our research suggests that higher-quality stocks within the value cohort can deliver even better results over time.
James MacGregor, Cem Inal, Dennis Stakhov | 19 julio 2021US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020. Even after the recent rally, we believe several forces will continue to drive the recovery in the months, and possibly years, ahead.
Erik Turenchalk, James MacGregor | 19 abril 2021Small-cap US stocks rebounded sharply in the fourth quarter. Yet the recovery may still be in its early stages-particularly for smaller-cap value stocks-as pandemic risks recede and earnings drivers kick in during 2021.
Erik Turenchalk, James MacGregor | 12 enero 2021Smaller stocks offer diversification benefits and investment opportunities that can't be found in their larger brethren. But because large-cap stocks have been so popular for the last 10 years, many investors have missed out on the compelling stories and advantages smaller companies can provide. Our research aims to shine some light on the universe of smaller stocks by examining their perceived risks, performance drivers and return potential-particularly amid a recovery from the COVID-19 pandemic and recession. The time is right for investors to consider smaller investments that have the potential to sparkle.
Samantha S. Lau, Erik Turenchalk, James MacGregor | 12 noviembre 2020Value stocks have underperformed in the coronavirus crisis. Yet some higher-quality companies are now trading at valuations that underestimate their ability to withstand shorter-term stress-and their longer-term recovery potential.
Avi Lavi, James MacGregor | 25 junio 2020The opportunity in value stocks is significant, with the spread between value and growth stocks as wide as it has been in almost 20 years. Companies that have quality metrics and an underlying investment catalyst will have the strength to deal with an uncertain economic climate, regardless of what any investor's market expectations are for 2020 and 2021.
James MacGregor | 13 enero 2020Value investing has always been about challenging the consensus—but never more so than today. After several tough years, we're seeing signs of a value recovery brewing. Yet fresh approaches are needed to capture the potential in today's complex markets.
Cem Inal, James MacGregor, Shri Singhvi | 21 febrero 2019As concerns about inflation spread, it's time to gauge how different types of stocks will respond. Smaller companies in niche markets may be better positioned to cope with rising prices-especially in consolidating industries.
James MacGregor, Shri Singhvi, Erik Turenchalk | 07 mayo 2018Esto es una comunicación publicitaria. Esta información es facilitada por AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxemburgo, una sociedad autorizada en Luxemburgo y regulada por la Commission de Surveillance du Secteur Financier (CSSF). Se facilita con fines únicamente informativos y no constituye un asesoramiento de inversión o una invitación para adquirir valores u otras inversiones. Las perspectivas y opiniones manifestadas se basan en nuestras previsiones internas y no deben tomarse como una indicación del comportamiento futuro del mercado. El valor de las inversiones en los Fondos puede variar y los inversores podrían no recuperar todo el dinero invertido. La rentabilidad histórica no garantiza los resultados futuros.
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