Michael Walker
11 Jahre bei AB|26 Jahre Erfahrung
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
Da der KI-Hype allmählich abflaut, suchen Aktieninvestoren nach Unternehmen, die nicht nur über KI reden, sondern konkret davon profitieren können.
Aktienanleger sollten jenseits des Hypes nach Unternehmen mit klaren Strategien suchen, um die Vorteile der generativen KI gewinnbringend zu nutzen.
Die Divergenz der US-Mega-Caps erinnert uns daran, warum Fundamentaldaten bei langfristigen Anlegern immer wichtiger als Moden sein sollten.
Die Technologie galt lange Zeit als deflationäre Kraft in der Wirtschaft. Aber die Dinge ändern sich.