All Active articles – Page 6
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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.
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White papersThe Scarcity Trade: Why Critical Metals Are the Real AI Play
Commodities are entering a new structural phase defined by scarcity, geopolitics and surging demand for the metals underpinning AI, electrification and defence. Yet financial markets remain largely unprepared for the physical supply constraints required to build it — creating a compelling opportunity: critical metals offer both return potential and a natural hedge to AI risk.
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White papersFive questions: Sustainable Global Investment Grade Credit
How a high-conviction process and active engagement seek to uncover attractive, sustainable opportunities in investment grade credit.
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White papersFive reasons active adds value in government bonds
It is time to consider global government bonds; with credit spreads around their all-time tights and equity markets looking expensive, global government bonds are beginning to get the attention they deserve. Starting yields are meaningfully higher than they’ve been over the course of the 2010s and early 2020s, enhancing the return potential of the asset class and supporting its role as a credible source of income, diversification and capital protection.
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White papersLet your bonds work smarter
Active management can turn fixed income into a more purposeful allocation
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WebinarAI Disruption in Software and Technology: Navigating the Rerating
The software sector has entered a period of sharp volatility as investors grapple with a critical question: is the recent selloff a panic-driven overreaction, or the early stages of a deeper repricing as AI reshapes the Software-as-a-Service model?
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White papersGlobal High Yield – 2025 in Review and 2026 Outlook
GHY delivered a standout 2025, supported by resilient growth, low defaults and strong demand. What comes next? Our latest outlook explores whether today’s tight spreads can remain justified in 2026 and where opportunities still lie.
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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White papersU.S. vs. China: Different AI Approaches, Common Choke Points
The two countries are taking different approaches to artificial intelligence, but common bottlenecks in memory chips and networking systems continue to create potentially attractive opportunities for investment in advanced semiconductor manufacturing and testing equipment.
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White papersDebts, deficits and disruptors: Revisiting the opportunity in government bonds
Focus over the past decade has been heavily concentrated on credit markets, however, we believe there is an often overlooked opportunity in the government bond market that may warrant further attention. As much as 2022 bruised investors, with the big correction seen in government bond markets as interest rates rose rapidly, we believe now may be a good time to revisit the asset class in both developed and emerging markets, particularly as credit markets become less exciting.
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White papersNavigating uncertainty: The case for active in fixed income
Benjamin Franklin said “the only thing certain in life is death and taxes”. We might add ‘market uncertainty’ to that. From the pandemic to the trade war, investors are constantly having to adapt. When volatility and uncertainty are the watchwords of the day, active management in fixed income investing could be more important than ever.
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White papers2026 Fixed Income Default Study: Proprietary analysis conducted by our dedicated team of career credit analysts
We’ve just published our 2026 Fixed Income Default Study covering global high yield, Asia and emerging markets.
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White papersFixed income: Resilient markets, selective opportunities
Fixed income markets stay robust, with attractive opportunities emerging through active, selective positioning.
