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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.
Historical analysis does not guarantee future results.
G20 includes 19 countries, the European Union and the African Union. Global GDP growth estimates collected by Bloomberg.
As of November 30, 2024
Source: Bloomberg, Haver Analytics and AllianceBernstein (AB)
Historical analysis does not guarantee future results.
Dotted US output and compensation trend based on data between 2014 and 2019. Z scores for job vacancies based on history from May 2001. Mortgage interest percentage rebased as 0 from 2019.
As of November 30, 2024
Source: Haver Analytics and AB
Historical analysis and forecasts do not guarantee future results.
EAFE: Europe, Australasia and the Far East. Capital expenditure by region based on MSCI ACWI composition. Forecasts shown are based on consensus estimates collated by FactSet. Corporate operating cash flow rebased to one in 2019. EAFE includes 21 developed markets, excluding the US and Canada.
As of November 26, 2024
Source: Bernstein Research, FactSet, MSCI 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.
References to specific securities discussed are for illustrative purposes only and are not to be considered recommendations by AllianceBernstein L.P.
Caglasu Altunkopru is Head of Macro Strategy in the Multi-Asset Solutions Group at AB. She was previously a sell-side analyst at AB, covering equity portfolio strategy for six years. Altunkopru joined the firm in 2005, covering the European Household and Personal Care sector, and her team was ranked among the top three in Institutional Investor and Extel surveys. Prior to joining AB, she worked as a management consultant with The Boston Consulting Group, Bain & Co. and McKinsey, serving clients in the consumer goods and financial services sectors. Altunkopru holds a BS in mathematics from the Massachusetts Institute of Technology and an MBA from Harvard Business School. Location: New York
Aditya Monappa is Global Head of the Multi-Asset Business Development team. In this role, he leads a team of investment and product strategists who engage with clients to represent market views and investment strategies for AB’s Multi-Asset Solutions (MAS) business. Monappa is also involved in setting the strategic priorities and goals for the global MAS business. Prior to joining the firm in 2018, he was head of Asset Allocation & Portfolio Solutions for Standard Chartered Bank. As part of that role, Monappa was responsible for the design of global asset-allocation models and multi-asset-class portfolio solutions for both the private and priority segments. He was a key member of the bank’s Global Investment Council and also acted as an advisor to the Discretionary Portfolio Management division. Previously, Monappa was head of Wealth Management Analytics for RiskMetrics Group, responsible for its asset allocation and portfolio construction offering. Prior to RiskMetrics, he worked with J.P. Morgan, first in the Investment Management division, followed by three years with J.P. Morgan Advisory Services, a division of J.P. Morgan Private Bank. Monappa holds an MBA from INSEAD and an MS in financial engineering from Columbia University. He is a CFA charterholder. Location: Singapore
Healthcare stocks are in much better shape than equity investors might think.
Vinay Thapar | 24 February 2025Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
James MacGregor, Cem Inal, Luke Pryor | 14 February 2025This 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.
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