All Active articles
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PodcastBeyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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White papersCan Value Stocks Offer Resilience to AI Disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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VideoWhat Role Can Emerging Markets Debt Play in Institutional Portfolios?
Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors. Against a backdrop of changing trade dynamics, shifting commodity prices and divergent country fundamentals, the panel explores the role of careful selection, active management and bottom-up research when assessing the asset class.
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White papersCIO Weekly: The Mag 7 Pulls Apart
The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.
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White papersMDT: How we seek to enhance our alpha model
Elegance is an essential part of the process.
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White papersSeizing the European Prime Office Opportunity
Prime office properties in supply-constrained, centrally located European submarkets could offer a compelling outlook for rent growth.
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White papersSystematic Active Fixed Income Turns 2
Systematic Active Fixed Income’s (SAFI) first two years reinforce the power of our investment process also demonstrating how SAFI can complement fundamental active managers given low alpha correlations. Read more about the 2-year SAFI experience at State Street.
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White papersMedical Technology Stocks: Innovation Endures as Valuations Reset
How can medical technology companies diversify an equity allocation to healthcare?
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White papersJapan for the Long Haul
Don’t let recent market volatility distract from the long-term fundamentals. We think another stage of growth is likely on its way.
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White papersSignaling our Intentions in a New Proxy Season
As we launch our latest NB Votes campaign, we remain anchored in engaged ownership and active stewardship, underpinned by rigorous fundamental analysis.
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VideoVenture Capital Roundtable (3/3): What investors may be underestimating in 2026
What might investors be overlooking as they look ahead to 2026? From biotech shifts to climate resilience and distribution, our panel explores the themes that could shape future outcomes in part 3 of the venture capital roundtable series.
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White papersCharting a Distinct Course to Asia’s Awakening Equity Markets
Asian equities offer hidden value in dynamic companies across fast-growing economies.
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VideoVenture Capital Roundtable (2/3): How investors are identifying quality in a crowded market
With more companies and capital competing for attention, identifying true quality is increasingly complex. Part 2 of the venture capital roundtable series, our investors share how they cut through the noise to find differentiated opportunities.
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White papersThe vital role of fixed income in strengthening European autonomy
In an uncertain market environment, fixed income is once again taking centre stage. With inflation expectations, policy paths and regional divergences shifting rapidly, investors are increasingly looking for solutions that can deliver both stability and income. In this context, an active fixed income approach can offer a compelling answer: one that combines discipline, flexibility and the ability to respond quickly to changing market conditions.
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White papersMeasuring engagement: How to move from passive engagement to active influence
Stewardship is evolving. For years, engagement was assessed by volume – the number of meetings held, letters sent or companies contacted. Today, asset owners and asset managers are asking a more demanding question: did engagement make a difference? In the near future, however, asset owners and asset managers might have more tools to assess engagement quality and additionality, explains Francois Humbert.
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VideoPutting AI to Work: Testing Brand Strategy in Real Time
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
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VideoHow has quant investing evolved over time?
In this short video, Daniel Mahr, Head of MDT Group, explores how quantitative investing has evolved – from early factor models to today’s data‑rich, machine‑learning‑driven strategies.
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PodcastLicence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it.
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VideoWhat Will Shape the Next Phase of Emerging-Market Equities?
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
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White papersPortfolio manager Q&A: MDT Market Neutral
We asked Dan Mahr, Head of MDT, to discuss MDT’s market neutral strategy — its history, approach and how it may fit within a portfolio. Please find edited excerpts from the conversation below.
