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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.
Reflects analysis of the appropriation figures contained in the Inflation Reduction Act and the EU Green Deal. This analysis may differ from other analyses due to differences in methodology.
As of January 31, 2023
Source: AllianceBernstein (AB)
*Alecta, Allianze, AMF, Caisse de dépôt et placement du Québec, Caisse des Dépôts, California Public Employees' Retirement System, Folksam, Nordea Life & Pension, PensionDanmark, Storebrand, Swiss Re and Zurich
Source: Net Zero Tracker, Net-Zero Asset Owner Alliance 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.
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
Ian McNaugher is a Research Coordinator (US) and Senior Research Analyst on the Strategic Core Equities investment team, covering multiple industries, including US utilities and aerospace & defense. Previously, he served as a research analyst on the Value Equities team, and before that served as a generalist and portfolio analyst for the Strategic Core portfolios, dating back to the inception of the platform in 2011. McNaugher joined AB in 2006, originally working in portfolio management and operations. He holds a BA in economics and English from Bucknell University and an MBA in finance from the Leonard N. Stern School of Business at New York University. McNaugher is a CFA charterholder. Location: New York
Jayme Lisiewski is a Senior Research Analyst on the Strategic Core team, where he covers industrials and other high-quality businesses as a generalist. Lisiewski joined AB in 2022. He has worked in the investment industry since 1999 at firms including Voya Investment Management, SunAmerica Asset Management and Fred Alger Management. Lisiewski holds a BS and an MBA in finance from Fairleigh Dickinson University. Location: New York