Lei Qiu
12 Years at AB|26 Years of Experience
Lei Qiu is the Chief Investment Officer for Thematic Innovation Equities and is responsible for the AB Global Disruptors and International Technology Portfolios. She has been a portfolio manager at AB since 2016 and was previously a senior research analyst, focusing on the technology, media and telecom sectors. Prior to joining the firm in 2012, Qiu was the founder and the managing partner for three years of Phidias Capital Management, a technology-focused asset-management company. From 2003 to 2009, she was a general partner and senior research analyst at Andor Capital Management, and from 2000 to 2002, she was a research analyst at Chilton Investment Company. From 1995 to 1997, Qiu worked as an investment banking analyst at Goldman Sachs & Co. She holds a BA in economics (magna cum laude) from Smith College and an MA in business economics from Harvard University. Location: New York
Published Work
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.
How can equity investors build portfolios that capture the potential of exciting thematic stories?
Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided.
Technological turning points in the past have taught important lessons about how to identify long-term winners from transformative innovation.
ChatGPT has ignited the world’s imagination about the power of artificial intelligence and could breathe new life into the technology sector after a harsh year for investors.
Despite the downturn, we think technological innovation is entering a new phase in several areas poised for strong growth.
Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it.
How can equity investors tell which innovative companies hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability?
When the cost of capital is so low, it fuels funding for innovation that ultimately fills the pipeline with robust opportunities for equity investors, especially in technology.
As technology stocks of all shapes continue to surge, many investors are questioning whether they're now overpriced. But even at high valuations, we think the tech landscape is still dotted with long-term growth potential.
As China steps up efforts to achieve technological independence, there may be a silver lining for some global companies in the sector.
As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants.
US state attorneys general recently stepped up their scrutiny of big tech's business practices. With corporate mammoths likely to be in the crosshairs of regulators for some time, equity investors should consider looking beyond the titans for opportunities in the sector.
No one organization is responsible for the advancement of women, and that means every organization is. Women's empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses.