19 Years at AB|28 Years of Experience
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
As growth extends to more regions, we see expanding opportunities across countries and assets.
Caglasu Altunkopru, Aditya Monappa | 22 January 2025Improving inflation and growth scenarios should enhance the equities and bond dynamic for multi-asset investors.
Caglasu Altunkopru, Aditya Monappa | 25 July 2024After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
Caglasu Altunkopru, Aditya Monappa | 29 January 2024A robust growth backdrop, a key input for cross-asset positioning, benefited from pent-up demand and an accommodative fiscal policy stance.
Caglasu Altunkopru, Aditya Monappa | 22 November 2023With the second half of 2023 underway, how are the macro and market landscapes unfolding?
Caglasu Altunkopru | 31 July 2023As economic conditions improve, multi-asset investors may see better equities opportunities, alongside compelling income generation.
Caglasu Altunkopru, Aditya Monappa | 28 July 2023As more evidence points to softer inflation, multi-asset investors should consider what a return to pre-pandemic inflation dynamics means for asset allocation.
Caglasu Altunkopru, Aditya Monappa | 15 May 2023In 2023, the path to normalization will be bumpy. Multi-asset investors must be dynamic, balancing inflation resilience with growth potential-and a measure of volatility mitigation.
Caglasu Altunkopru, Aditya Monappa | 03 February 2023China's 20th National Congress could help air ideas for more growth-supportive policies.
Caglasu Altunkopru | 19 October 2022As markets start to price in an inflation inflection point, how can multi-asset investors adapt?
Caglasu Altunkopru, Aditya Monappa | 13 September 2022Higher-for-longer inflation is challenging consumers, investors and central bankers, but improving supply and demand imbalances may offer relief.
Caglasu Altunkopru | 25 July 2022With rates likely to rise, and with a major geopolitical shock reverberating across the globe, what are the ramifications for asset allocations and key portfolio building blocks?
Caglasu Altunkopru | 11 March 2022Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations.
Daniel J. Loewy, Caglasu Altunkopru | 24 August 2020In addition to its tragic human toll, COVID-19 triggered the sharpest recession in recent history, and efforts to control its spread have transformed the way we work, the way we shop and how we connect with others. We think these changes will last awhile-with implications for asset allocation.
Caglasu Altunkopru | 17 July 2020The recent decline in US corporate cash hasn't raised a lot of eyebrows, but it has caused one of our equity-quality indicators to flash a warning. Since equity quality is one of the signals with a strong track record of predicting market sell-offs, should investors be worried?
Sharat Kotikalpudi, Caglasu Altunkopru | 23 July 2019Investors are likely to remember 2018 as the end of the era of easy money, low volatility and steady margin expansion. Investing will be more challenging in 2019—and diversification will be more important than ever.
Daniel J. Loewy, Caglasu Altunkopru, Martin Atkin | 14 January 2019This information is for exclusive use of the wholesale person to whom it is provided and is not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.
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