Walt Czaicki, CFA
17 Years at AB|38 Years of Experience
Walt Czaicki serves as a Senior Vice President and Senior Investment Strategist for Equities at AB. He rejoined the firm in 2015 and has been in the investment-management industry since 1986. Czaicki's roles have ranged from a fundamental equity research analyst and portfolio manager to chief investment officer. Prior to rejoining AB, he worked on the buy side for a Regions Financial predecessor organization, as well as at Commerce Trust Company and Bank of America. Czaicki holds a BSBA in finance and an MBA, both from Saint Louis University. He is a CFA charterholder. Location: Dallas
Published Work
Quality has become a popular buzzword in equity investing. But what does it really mean?
Despite strong returns for both equities and fixed income investments this year, investors will need to be selective to find the best opportunities as markets move into a more normal economic environment. AB's Senior Investment Strategist, Walt Czaicki, highlights opportunities in this new landscape, such as healthcare and infrastructure companies, dividend-growth stocks, and high-yield bonds.
Despite a sometimes-bumpy road, we continue to believe that the economy is headed towards normalization. However, capital markets started off 2024 driven by both hope and an element of fear.
Equities have an important role to play in a diversified allocation today, to help hedge against inflation and to navigate a lower-growth environment.
Investors are facing a multitude of market unknowns in 2023. A sound strategy over time has been to be selective and take advantage of well-researched opportunities that transcend near-term bouts of market volatility.
In a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations.
The central market themes for the year continue to be: inflation, central bank tightening, and expectations of lower economic growth. After a volatile period, where are markets headed from here? AB's Senior Investment Strategist, Walt Czaicki, reminds investors that investing is a marathon, not a sprint.
As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades.
Even if this US election has a bigger impact on markets than in the past, we would advise against building an investing strategy based on a potential political outcome for several reasons.
These are tricky days for the global economy. As growth downshifts and corporate earnings weaken, some investors are dusting off playbooks for late-cycle investing. That makes sense, but there are a few twists to today's market conditions that may require new responses.