Эпизоды
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In this episode, we speak with Pete Gordon & Clark Coffee, AB’s Heads of US & EMEA Commercial Real Estate Debt platforms. We ask them what commercial real estate debt is as an asset class and where it fits in a portfolio.
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In this episode, we speak with Christian DiClementi, AB’s Director of Emerging Markets Debt. We talk with him about the different types of EM debt. We also ask him why investors should carve out space for EM within their global credit allocation.
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Пропущенные эпизоды?
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In this episode, we speak with Stuart Rae, AB’s Chief Investment Officer—Emerging Markets Value. Stuart talks about how he first became involved in emerging market investing and highlights some of the interesting insights he uncovers when conducting his on the ground research.
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In this episode, we speak with Hamish FitzSimons, AB’s Co-Chief Investment Officer—Australian Equities. Hamish answers questions on supermarkets, banks and consumer discretionary stocks, and provides his outlook for the economy.
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In this episode, we speak with Klaus Ingemann, AB’s Co-Chief Investment Officer—Global Core Equity. Klaus provides an overview of recent global market movements, talks about what has surprised him, and gives his view of what’s yet to come.
