-
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 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.
This webpage has been prepared by AllianceBernstein Australia Limited (“ABAL”)—ABN 53 095 022 718, AFSL 230 698. Information in this webpage is only intended for persons that qualify as “wholesale clients,” as defined by the Financial Markets Conduct Act 2013’, and is not to be construed as advice. This webpage is provided solely for informational purposes and is not an offer to buy or sell securities. The information, forecasts and opinions set forth in this webpage have not been prepared for any recipient’s specific investment objectives, financial situation or particular needs. Neither this webpage nor the information contained in it are intended to take the place of professional advice.
You should not take action on specific issues based on the information contained in this webpage without first obtaining professional advice. Past performance does not guarantee future results. Projections, although based on current information, may not be realized. Information, forecasts and opinions can change without notice and ABAL does not guarantee the accuracy of the information at any particular time. Although care has been exercised in compiling the information contained in this webpage, ABAL does not warrant that this webpage is free from errors, inaccuracies or omissions. ABAL disclaims any liability for damage or loss arising from reliance upon any matter contained in this webpage except for statutory liability which cannot be excluded.
No reproduction of the materials on this webpage may be made without the express written permission of ABAL. This information is provided for persons in Australia only and is not being provided for the use of any person who is in any other country.