Michael Walker
11 anni in AB|26 anni di esperienza
Michael Walker is a Senior Vice President and Co-CIO for Concentrated Growth and is responsible for the technology and business services sectors. Before joining AB in 2013, he was a portfolio manager/analyst on the US equity research and portfolio-management team at WPS Advisors. Prior to that, Walker was the technology sector analyst for the large-cap growth fund at Ark Asset Management. He had previously spent nine years as a senior research analyst covering the IT hardware and electronics supply chain sectors, first at Donaldson, Lufkin & Jenrette and then at Credit Suisse First Boston. In 2006, Walker was ranked the top analyst in his sector in the Institutional Investor All-America Research Team survey after having ranked third in 2004 and 2005. He began his career as an IT consultant with Deloitte Consulting. Walker holds a BS (magna cum laude) in Economics from the Wharton School at the University of Pennsylvania. Location: New York
Published Work
Mentre l’entusiasmo verso l’IA comincia a venir meno gli investitori sono alla ricerca di aziende in grado di usare questa tecnologia per produrre utili, non solo di lodarne i benefici.
Sorvolando sul clamore, gli investitori azionari dovrebbero cercare aziende con strategie chiare per monetizzare i vantaggi dell'IA generativa.
La divergenza fra i principali titoli USA di tecnologia e nuovi media ci ricorda l'importanza dei fondamentali per gli investitori azionari di lungo termine.
La tecnologia è stata considerata per anni una forza deflazionistica nell'economia, ma il quadro sta cambiando.