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Global Equity Market and Investment Podcast

Monthly insights from AB's Concentrated Global Equity Team

 

Global Equity Market and Investment Podcast – Listen Now

What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies, and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.

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Investment Insights
Trade Wars and Tariffs Test Equity Investing Research

How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?

Dev Chakrabarti, Cem Inal | 21 May 2024
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Investment Insights
Concentrating on Earnings
Perspectives on Profit for Equity Investors

Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.

Dev Chakrabarti, James T. Tierney | 12 February 2024
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Tree Spotting: Detecting Deforestation Risks One Company at a Time

Deforestation is a global sustainability challenge, with broad ramifications for businesses and equity investors.

Dev Chakrabarti, Sara Rosner | 11 September 2023

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