Our team of investment experts, both locally and around the world, host webinars and digital presentations across a range of topics. If you'd like to be invited, please register your details.
In this episode, we speak with Souheir Asba, AB's Vice President and Portfolio Manager for Investment Grade Credit. This is Souheir's first visit to AB Australia and she talks with us about her background as a geospatial engineer and how she came to work in finance. We also discuss her outlook for fixed income, her views on AI, and where she sees the most value and opportunity in the market.
In this episode of In Conversation With… we speak with AB's Head of Insurance EMEA & APAC, Bob Sharma. We talk with Bob about his experience working with insurers globally and how he sees AB partnering with the industry going forward.
In this episode, we speak with David Wong, AB’s Senior Investment Strategist and Global Co-Head of Equity Business Development. David recently visited Australia to discuss the AB Global Strategic Core Equities Fund.
In this edition of In Conversation With, we speak with Anja Samardzic, Portfolio Manager of Australian Equities at AllianceBernstein. Anja talks us through the August 2025 reporting season which was one of the most volatile reporting seasons on record. We also talk about Anja’s background as a biomedical engineer and how this has brought a unique perspective to the team’s process.
Hear Inigo Fraser Jenkins and Alla Harmsworth as they discuss the five challenges identified in the latest edition of The Book, and the responses they are seeing for investors.
An abrupt shift in the geopolitical environment and change in the global economic paradigm have accelerated a shift to a new investment regime.
Watch Time: 4 minutes
AB’s In Conversation With Avery Colcord
June 2025
In this episode we talk with Avery Colcord, Managing Director at AB CarVal. Avery discusses AB CarVal's focus on specialty and opportunistic finance, which includes buying assets from banks and supporting new lending platforms in areas like asset-based finance, energy transition, and aviation.
In this episode we speak with Australian Equities CIO, Hamish FitzSimons about the volatility in the Australian share market. Hamish talks about the opportunities he is seeing and what he believes is in store for the next 12 months.
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.
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.
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.
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.
AB’s In Conversation With Pete Gordon and Clark Coffee
September 2024
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.
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.
How has the growth of AI impacted markets in 2024?
June 2024
Watch Time: 3 minutes
The US market is paying a premium for risk. What does that mean for investors?
June 2024
Watch Time: 3 minutes
How is Europe’s lagging fiscal payouts affecting the European market?
June 2024
Watch Time: 2 minutes
AB’s In Conversation With Hamish FitzSimons
July 2024
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.
Klaus Ingemann, AB’s Co-CIO of Global Core Equity provides an overview of recent global market movements, talks about what has surprised him, and gives his view of what’s yet to come.
We are excited to share a replay to our recent webcast, where Inigo Fraser Jenkins and Alla Harmsworth discussed the key themes from this year’s Book, A Preliminary Language for a Post-Global World.
Watch Time: 46 minutes
Black Book "Painful Epiphany"
March 2023
This research sets out what we see as the key issues facing asset owners. The topics are wide-ranging, spanning the macro environment, capital markets outlook, strategic asset allocation and the future of the investment industry.
