-
Past performance, historical and current analyses, and expectations do not guarantee future results.
Past performance and current analysis do not guarantee future results.
Left display as of May 13, 2020; right display as of October 15, 2021
*These impact estimates are not comprehensive; they include only potential direct impact of the visible pipeline of applications identified and assessed. Estimates do not represent GDP or market size (revenue), but direct economic impact—broader knock-on economic effects are not included. Estimates are relative to the 2020 economy; they do not include changes in variables such as demographics and inflation. Numbers may not sum to total due to rounding. †Broker and independent research mentions refers to the number of times the themes have been referenced in broker or independent research over the past two years.
Source: AlphaSense, McKinsey Global Institute and AllianceBernstein (AB)
Past performance, historical and current analyses, and expectations do not guarantee future results.
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.
Edward Bryan is a Portfolio Manager for the Sustainable Global Small Cap Portfolio, and Senior Research Analyst for the Sustainable Thematic Equities team, responsible for covering the global healthcare sector. He began his career at AB in 2007 as an associate in the Institutional Investments division. In 2010, Bryan became a trading desk analyst in the US Equities Trading department. He joined the research team in 2011. Bryan holds a BA in economics from Franklin & Marshall College and is a CFA charterholder. Location: New York
We started the year having discussions with a large number of chief investment officers (CIOs) and allocators. In this short note, we reflect on the key common messages that came out of those discussions, points of consensus and important open questions for the outlook. We reflect on how those perspectives overlap with our view that a change in macro regime is the most likely description of the outlook. There was strong agreement among investors on a positive view for risk assets and an overweight position in the US. The area of most agreement in terms of where to increase allocations was private assets, especially private debt. We discuss the key issues that investors have raised across equities, fixed income and alternative assets, and also their views on crypto.
Inigo Fraser-Jenkins, Alla Harmsworth | 27 January 2025A look at how the renewable energy opportunity may--and may not change.
Jody Gunderson, Xiaoyu Gu | 15 January 2025Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
Dan Roarty, Lei Qiu | 12 December 2024This 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.