Inigo Fraser Jenkins
10 Years at AB|27 Years of Experience
Inigo Fraser Jenkins is Co-Head of Institutional Solutions at AB. He was previously head of Global Quantitative Strategy at Bernstein Research. Prior to joining Bernstein in 2015, Fraser Jenkins headed Nomura's Global Quantitative Strategy and European Equity Strategy teams after holding the position of European quantitative strategist at Lehman Brothers. He began his career at the Bank of England. Fraser Jenkins holds a BSc in physics from Imperial College London, an MSc in history and philosophy of science from the London School of Economics and Political Science, and an MSc in finance from Imperial College London. Location: London
Published Work
The effects of mega-forces are turning up in recent policy and geopolitical developments.
The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a tactical shift or the beginnings of a longer bearish trajectory for markets.
Benchmarking might sound like a curious topic, but we think the subject will attract more attention in the future. We are in an industry that loves benchmarks and is awash with them, but are the current benchmarks any good? What might a better approach look like?
Building a low-carbon equity strategy requires a wide view of the forces shaping businesses and returns, including climate change.
Insurers likely face a very different investment regime today than they have in the past, with higher and more volatile interest rates as well as structurally higher inflation.
There’s been much discussion of AI’s deflationary potential, but this issue must be viewed in the broader context of other megatrends influencing a new investment regime.