October 19, 2020 What COVID-19 Means for the Economic Policy Puzzle by Darren Williams, Guy Bruten The COVID-19 pandemic and associated policy response have had an unprecedented impact on the world. It’s hard to predict long-term economic repercussions, but the pandemic is likely to reinforce long-term trends including deglobalization, populism and government debt growth. AB IQ, Coronavirus, Economics, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
October 13, 2020 AB Equity Roundtable: Perspectives on Global Supply Chains Trade wars and the COVID-19 crisis are forcing companies to rethink how they source supplies and where they assemble products. We asked five AB equity investment professionals to talk about how they’re thinking about supply chains when researching companies and investment candidates. AB IQ, Coronavirus, Equities, Trade Wars Likes 0 SHARE Bookmarks
March 14, 2019 Doing the Math on Women’s Empowerment by Erin Bigley, Lei Qiu No one organization is responsible for the advancement of women, and that means every organization is. Women’s empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses. AB IQ, Responsible Investing/ESG, Women & Wealth Likes 0 SHARE Bookmarks
December 10, 2018 Less Favorable Growth-Inflation Mix in 2019 by Darren Williams As we get ready to move into 2019, the macro backdrop points to a less favorable mix of growth and inflation at a time when central bank balance sheets are starting to shrink. Even if growth is simply returning to trend, the year ahead is likely to be more challenging—with populism and China looming as key downside risks. AB IQ, Inflation Likes 0 SHARE Bookmarks
December 06, 2018 Populism: Get Used to It by Darren Williams Rising populism, slower growth and reduced liquidity top the list of downside risks to reckon with in 2019. That adds up to volatility in markets and more challenges for investors. AB IQ, Economics, Policy & Regulation Likes 0 SHARE Bookmarks