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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 and are subject to change over time.
Past performance does not guarantee future results.
Year-to-date returns through June 30, 2023. Developed (MSCI World), EM (MSCI EM), growth (MSCI World Growth), quality (MSCI World Quality), value (MSCI World Value), min. vol. (MSCI World Minimum Vol), high dividend (MSCI World High Dividend), EM debt (Bloomberg EM USD Aggregate), REITs (FTSE EPRA NAREIT Developed), commodity producers (MSCI ACWI Commodity Producers), high yield (Bloomberg Global High Yield Hedged), investment-grade Bonds (Bloomberg Global Aggregate Corporate Hedged), global treasuries (Bloomberg Global Treasury Hedged). Returns in USD.
Source: Bloomberg, FTSE, MSCI and AllianceBernstein (AB)
Past performance does not guarantee future results.
Change in yields measured from January 1, 2021.
As of June 26, 2023
Source: Bloomberg and AB
Past performance does not guarantee future results.
Right Hand Side average line calculated from June 30, 2006, through June 30, 2023.
As of June 30, 2023
Source: BofA Global Research and AB
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 and are subject to change over time.
MSCI makes no express or implied warranties or representations, and shall have no liability whatsoever with respect to any MSCI data contained herein.
The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.
Karen Watkin is a Senior Vice President and Portfolio Manager for the Multi-Asset Solutions business in EMEA. Along with being Portfolio Manager for the All Market Income Portfolio, she is responsible for the development and management of multi-asset portfolios for a range of clients. From 2008 to 2011, Watkin was portfolio manager for the Index Strategies Group, responsible for the development and management of AB’s custom index strategies for institutional clients in EMEA. She joined the firm in 2003, after spending three years as a management consultant in the Capital Markets Group at Accenture. Watkin holds a BA in economics with European study from the University of Exeter and is a CFA charterholder. Location: London
Edward Williams is a Vice President and Investment Strategist within the Multi-Asset Solutions team, where he is responsible for the business development of AB’s Luxembourg income-thematic multi-asset strategies. Williams joined AB in 2020 when he was based in Hong Kong, supporting client activity across Asia, before relocating to London and into his current role. Prior to joining AB, Williams spent six years working at Fidelity International across a range of roles in Europe and Asia, including as an investment specialist, focusing on Fidelity’s risk-managed and outcome-orientated multi-asset solutions. He holds a BA in economics from the University of Reading. Location: London
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Tiffanie Wong, Will Smith, Robert Hopper | 15 January 2025This 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.