PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
PodcastThe Colour of Money: Managing Currency Risk in Investing
Currency management is crucial for all investors—but it needs to be done right, says Julia Keating
PodcastMonetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
It’s the time of year to look ahead, reflect back on what has happened, and make resolutions for the coming year. After explaining our market forecasts and investment views for 2026 in last month’s podcast, in this episode we’re focusing more closely on a key factor that drives market movements, monetary policy.
PodcastSolving for 2026: Policy Crosscurrents, AI, and Where to Position Now
Amid policy crosscurrents and accelerating AI adoption, investors face a backdrop where productivity tailwinds and easing biases in some regions contrast with tougher conditions elsewhere. So how should investors lean into duration, balance AI enablers versus adopters, and pursue compelling private markets opportunities?
PodcastQuality is Queen: Why Investment Grade Bonds are Anything but Boring
Souheir Asba explains why investment grade credit remains a crucial source of stable income in a turbulent world
PodcastBeyond Long-Only: How 130/30 SMAs May Rejuvenate Tax-Loss Harvesting
Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplined loss harvesting. Where can this approach fit in portfolios today?
Podcast2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions
In this month’s podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months. Join our host, Swaha Pattanaik, for her regular catch up with Monica Defend, Head of Amundi Investment Institute, for a whistle-stop tour around the world and across asset classes to discover the key talking points from Amundi’s 2026 Investment Outlook.
PodcastHybrid Capital Solutions for Private Assets: A conversation with David Lyon
David Lyon, Managing Director and Head of Capital Solutions at Neuberger, was a recent guest on the podcast Capital Allocators with Ted Seides, where he spoke on hybrid capital solutions for private assets.
PodcastThe Hunt for Efficient Income: Navigating Safe Waters in Yield Investing
Welcome to AB’s Alpha Females, the Multi-Asset Investment Podcast from AllianceBernstein. I’m Karen Watkin and I’m a fund manager in the Multi Asset Solutions team here at AB. The Alpha females are those women who have developed unique areas of expertise and made their mark in the investment industry. For many clients, generating income from their investments is a priority. But market conditions are very different now from those that we’ve had over the past decade’s decade.
PodcastDeciphering conflicting signals - Global Investment views by Outerblue Convictions
Returning from trips to major summits in Washington and Shanghai, Monica Defend, Head of the Amundi Investment Institute, sits down with our host, Swaha Pattanaik, to discuss the tone on the ground and how this compares to what we’re seeing in the markets and our own economic forecasts for the months to come.
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