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The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
John Taylor is Head of European Fixed Income and Director of Global Multi-Sector at AB. He is a senior member of the Global Fixed Income, UK and European Fixed Income, and Absolute Return portfolio-management teams. Prior to this, Taylor was responsible for the management of single-currency portfolios. He joined the firm in 1999 as a fixed-income trader and was named in Financial News’s 40 Under 40 Rising Stars in Asset Management in 2012. Taylor holds a BSc (Hons) in economics from the University of Kent. Location: London
Souheir Asba is a Vice President and a Portfolio Manager for Investment Grade Credit, overseeing AB’s euro investment-grade and global investment-grade credit portfolios. Asba started in the industry in 2012 and joined AB in 2024. Before AB, she worked at BlackRock as a portfolio manager in the Global Investment Grade Credit team, managing retail and institutional mandates and focusing on global sustainable accounts, both on new client pitches and existing funds. Previously, Asba worked as a European credit strategist at Bank of America, covering both investment-grade and high-yield strategies. Prior to that, she was an economist at Société Générale Corporate and Investment Banking. Asba holds an MIM in financial markets and an MBA from ESSEC Business School, France, and an MEng in geospatial engineering from the Hassania School of Public Works, Morocco. Location: London
Jamie Harding is a Vice President and Portfolio Manager for European Credit, focusing on high-yield and income strategies. He joined the firm in 2012 and assumed the role of Portfolio Manager in 2022. Harding has also worked within AB as an associate portfolio manager on the European High Yield and European Income portfolios and as a global fixed-income product specialist within business development. He holds a MSc in international economics, banking and finance from Cardiff University. Harding is a CFA charterholder. Location: London
The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a tactical shift or the beginnings of a longer bearish trajectory for markets.
Inigo Fraser-Jenkins, Alla Harmsworth | March 17, 2025The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Inigo Fraser-Jenkins | March 10, 2025