Chris Hogbin

Our investment heads discuss the forces that will shape growth, interest rates and businesses around the world.

Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies?

It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.

What types of equity allocations will be capable of withstanding unpredictable crosswinds in the year ahead?

Investors are entering the new year with many concerns about macroeconomic conditions and market volatility. The heads of our fixed-income, equities and alternatives businesses lay out some of the key investment storylines to watch in 2024.

Global equity market weakness in the third quarter reflects the uncertain outlook. We address some of the big questions on investors’ minds.

Tough macro conditions and enthusiasm over AI have created a two-tier market. Equity investors should stay focused on earnings and valuations for the longer term.

Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.

Turmoil in the banking sector has dented investor confidence in a fragile market environment and sharpened awareness of risks created by a new interest rate regime.

Chris Hogbin, our Head of Equities, discusses the regime change unfolding in capital markets and provides pointers for positioning portfolios.

Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals.

It’s been another painful quarter in equity markets. How can investors develop conviction in companies in such a tough environment?

Chris Hogbin, AB's Head of Equities, shares his thoughts on the market outlook amid growing concern about a US economic slowdown.

What types of equity strategies can help investors in an economic downturn?

While the conflict has created many uncertainties, the impact of persistent inflation will be the dominant influence for equity investors through 2022 and beyond.

Russia's invasion of Ukraine has shaken up broad issues that shape our analysis of asset classes and securities. Here's what our investment teams are beginning to assess.

Stock market declines in January have been unsettling, but may pave the way to a healthier recovery in which companies with high-quality, sustainable businesses can stand out.

How should investors evaluate companies when unusual market conditions distort returns?

Our Head of Equities sizes up the global market outlook for 2022 and explains how investors can prepare for uncertainties ahead.

Global equities gave up most of their third-quarter gains in a volatile September. As the forces driving stock returns rapidly change, how can investors navigate the uncertainties ahead?

Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities.

Given the testing times that we live in, identifying high-quality companies is increasingly important for equity investors. But there are different ways to find sustainable cash flows and solid businesses.

With earning rebounding across sectors, investors should lean on quality to find stocks that will perform well in a normalizing world economy.

Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours.

Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery.

In conversations with clients, we're hearing recurring questions about diversification that require innovative solutions for unusual market conditions.

After an extraordinary year, market distortions have created opportunities for investors to broaden equity exposures despite uncertainties about the recovery.

Hopes for COVID-19 vaccines have prompted a shift in equity markets. Whether or not recent trends persist, investors should examine their equity exposures for resilience to a potential change in return patterns.

Equity markets advanced in the third quarter but pulled back during September. Market moves were dominated by a small group of giant US stocks. How should investors react?

Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic.

While the pandemic has destabilized markets, by asking the right questions now and drawing on lessons from past systemic crashes investors can prepare for the challenges ahead.

Global stock markets rallied in 2019, defying political and macroeconomic uncertainty. Will investors be as fortunate in 2020? Since many risks remain, maintaining style diversity and finding investing themes that are detached from volatility drivers will be important ingredients for equity allocations.

Volatility is a challenge that has vexed equity investors for decades and has been amplified in today's low interest-rate environment. As many investors reach for higher-return assets to help meet future obligations, they are likely to be more exposed to the higher inherent volatility that stocks add to an allocation. In this paper, we examine the root causes of volatility to provide a holistic perspective on risk-management solutions for the current complex environment. Distinguishing between market risk, factor risk and stock-specific risk can help investors identify the most appropriate strategic solutions to combat volatility and ensure that they are compensated for the risk in their equity portfolios.

Global stocks advanced in the third quarter, but investor sentiment wobbled amid puzzling signals on macroeconomic growth and monetary policy. Political uncertainty and a cloudier outlook point to more volatility, which should compel investors to intensify their focus on stock fundamentals.

Global equities advanced in the second quarter, but the path was rocky. Incoming earnings reports will provide important clues about how companies are coping with mounting challenges-from trade wars to global growth-and how investors should position.

Figuring out how to use big data is the next frontier for the asset-management industry. Equity investors must have the right culture—and ask the right questions—to successfully integrate data science into research and investment processes.

What do airline ticket prices, car sales and thousands of corporate filings have in common? In each of these areas, we applied advanced big data techniques to tackle an equity investing conundrum that couldn't be solved by human researchers alone.