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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.
Past performance does not guarantee future results.
US growth stocks: Russell 1000 Growth Index; US equities: S&P 500 Index; global equities ex US: MSCI World ex USA Index
As of December 31, 2023
Source: Bloomberg, MSCI, Russell Investments, S&P and AllianceBernstein (AB)
Past performance does not guarantee future results.
US corporate bonds: Bloomberg US Corporate and Bloomberg US Corporate High Yield indices; US securitized bonds: Bloomberg US Securitized Index; European bonds: Bloomberg Pan-European Index; Asia-Pacific bonds: Bloomberg Asia Dollar Index and Bloomberg Asia Pacific Securitized indices.
HY: high yield; IG: investment-grade
As of December 31, 2023
Source: Bloomberg and AB
Past performance does not guarantee future results.
Risk-adjusted return is determined by dividing returns by their standard deviation.
US growth stocks: Russell 1000 Growth Index; US high-yield bonds: ICE BofA US High Yield Index; US equity: S&P 500 Index
HY: high yield
As of December 31, 2023
Source: Bloomberg, ICE Data Indices, Russell Investments, S&P and AB
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.
Karen Watkin is a Senior Vice President and Portfolio Manager for the Multi-Asset Solutions business in EMEA. Along with being Portfolio Manager for the All Market Income Portfolio, she is responsible for the development and management of multi-asset portfolios for a range of clients. From 2008 to 2011, Watkin was portfolio manager for the Index Strategies Group, responsible for the development and management of AB’s custom index strategies for institutional clients in EMEA. She joined the firm in 2003, after spending three years as a management consultant in the Capital Markets Group at Accenture. Watkin holds a BA in economics with European study from the University of Exeter and is a CFA charterholder. Location: London
Edward Williams is a Vice President and Investment Strategist within the Multi-Asset Solutions team, where he is responsible for the business development of AB’s Luxembourg income-thematic multi-asset strategies. Williams joined AB in 2020 when he was based in Hong Kong, supporting client activity across Asia, before relocating to London and into his current role. Prior to joining AB, Williams spent six years working at Fidelity International across a range of roles in Europe and Asia, including as an investment specialist, focusing on Fidelity’s risk-managed and outcome-orientated multi-asset solutions. He holds a BA in economics from the University of Reading. Location: London
This is a marketing communication. This information is provided by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results.
This information is directed at Professional Clients only and is not intended for public use.