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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. Views are subject to revision over time.
Current forecasts do not guarantee future results.
US GDP estimate from AB economists as of December 31, 2021. Water meters, annual units sold 2020–2026; annual demand for plastics recycled 2020–2030; environmental sensors 2021–2027; heat pumps, annual units installed 2020–2030; annual capacity of wind power installed 2020–2030; cold storage, annual market size 2020–2028; farm management software, annual market size 2021–2026; annual electric vehicle sales 2020–2030
As of March 31, 2023
Source: Bernstein Research, Grand View Research, International Energy Agency, MarketsandMarkets Research, Mordor Intelligence and AB
Note: Start-years differ by sector but all sectors are present from 2019 onward. Nuclear figures start in 2015.
As of January 31, 2023
Source: BloombergNEF and AllianceBernstein (AB)
As of December 31, 2022
Source: Science Based Targets initiative 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. Views are subject to revision over time.
References to specific securities are presented to illustrate the application of our investment philosophy only and are not to be considered recommendations by AB. The specific securities identified and described do not represent all of the securities purchased, sold or recommended for the portfolio, and it should not be assumed that investments in the securities identified were or will be profitable.
Kent Hargis is the Chief Investment Officer of Strategic Core Equities. He created the Strategic Core platform and has been managing the Global, International and US Strategic Core portfolios since their inception in 2011. Hargis has also been Portfolio Manager for the Global Low Carbon Strategy Portfolio since 2022. Previously, he managed the Emerging Portfolio from 2015 through 2023. Hargis was global head of quantitative research for Equities from 2009 through 2014, with responsibility for directing research and the application of risk and return models across the firm’s equity portfolios. He joined AB in 2003 as a senior quantitative strategist. Prior to that, Hargis was chief portfolio strategist for global emerging markets at Goldman Sachs. From 1995 through 1998, he was assistant professor of international finance in the graduate program at the University of South Carolina, where he published extensively on various international investment topics. Hargis holds a PhD in economics from the University of Illinois, where his research focused on international finance, econometrics and emerging financial markets. Location: New York
Teresa Keane is a Managing Director of AB's Equities business. She has worked with the Strategic Core/Low Volatility Equity platform since inception in 2011 and with AB's Concentrated platform since 2018. In this role, Keane works extensively with the firm's research and portfolio-management teams, as well as with clients around the world. She joined the firm in 2000 when Bernstein was setting up its London office. Before joining the firm, Keane worked at Lazard Asset Management and Moody's Investors Service. She holds a BA from Dublin City University and is Investment Management Certificate qualified. Location: London
David Wheeler is a Portfolio Manager for the Sustainable Climate Solutions Portfolio and Senior Research Analyst for the Sustainable Thematic Equities Portfolios, covering the energy, industrials and materials sectors for the portfolio team. Prior to joining the firm in 2008, he was a managing director, analyst and portfolio manager at Neuberger Berman. Before that, Wheeler worked at J.P. Morgan as a research analyst for the energy sector. He holds a BA in economics from Middlebury College, and is a CFA charterholder. Location: New York