Shows
Secrets of Successful Advisors℠ with Ken HamanSix Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 2 Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose of life). Because of this, the UHNW client needs their advisor to help them not only manage their assets but to manage their needs for creating a new meaning and purpose and to be able to create a vision for their family that extends out several generations into the future. Most advisors are fully capable of managing significant pools of assets, but many...
2026-01-2727 minSecrets of Successful Advisors℠ with Ken HamanSix Big Mistakes that Advisors Make When Working with Ultra High Net Worth Clients – Part 1Uniquely successful families have different needs from their advisor compared to other, less successful clients. A windfall wealth event represents both a wonderful gain (of money) and a painful loss (of identity, role, belonging, meaning and purpose of life). Because of this, the UHNW client needs their advisor to help them not only manage their assets but to manage their needs for creating a new meaning and purpose and to be able to create a vision for their family that extends out several generations into the future. Most advisors are fully capable of managing significant pools of assets, but...
2026-01-2026 min
Uncommon Capital: Navigating Alternative InvestmentsThe Educator's View on Alternative InvestmentsIn this episode of Uncommon Capital, Aaron Filbeck, managing director and head of content and community strategy at CAIA, takes us to the intersection of education, innovation, and the rapidly evolving world of alternative investments. Aaron breaks down the ins-and-outs of alternatives and makes the case for being well-informed – ultimately, we must learn to say "no" as often as we say "yes." Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. ma...
2026-01-1429 minUncommon Capital: Navigating Alternative InvestmentsMastering the Art and Science of Explaining AlternativesIn this episode of Uncommon Capital, Brian Resnick and Ken Haman, managing director of the Advisor Institute at AllianceBernstein, dive into the challenges advisors face when navigating alternative investments. Ken provides actionable insights and strategies to help advisors overcome obstacles, build trust and effectively introduce alternatives to client portfolios. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There...
2025-12-1036 minSecrets of Successful Advisors℠ with Ken HamanNot for Advisors Only: How to Think Creatively About RetirementFor many client-facing financial advisors the word "retirement" stirs up strong, negative feelings. Rather than seeing retirement as an opportunity for creativity and to author a new, satisfying chapter of life many advisors find it difficult to think about retirement at all. In this fast paced conversation, Ken explores the origins of these feelings with Cara Gray founder of Good Morning Freedom and considers how advisors can think (and act) differently about their own retirement. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER
2025-12-0329 minUncommon Capital: Navigating Alternative InvestmentsThis Time it's Different: The Rise of Alternatives in Wealth ManagementAndrew Deck, Head of Alternative Investments at LPL, unpacks why this moment for alternatives is different than before. He shares insights on the growing role of private markets in wealth management, the shift toward institutional-quality products now accessible to individual investors, and the business risk advisors face if they're not talking to clients about alts. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy...
2025-11-1724 minSecrets of Successful Advisors℠ with Ken HamanHow to Add the annual Family Legacy Meeting to the Advisor's Standard of CareIn this fast paced conversation, Ken and Alex discuss the role of annual family meetings as an important part of a family's Legacy work. In this approach to doing Family Legacy, the Family Meeting represents a great opportunity for the advisor to work more closely with family members that they may have never connected with before. Not just the "Next Generation" clients, the annual Family Meeting gives the advisor a chance to work more closely with the spouse who may be highly interested in creating a meaningful family experience. One of the key ideas that emerged from the conversation...
2025-11-1234 minSecrets of Successful Advisors℠ with Ken HamanWhat Does a Fishing Knot Have to do With Being a Better Financial Advisor?For many years most legacy work was done by high-level, bespoke consultants or teams, was very expensive and offered only to families with enormous wealth. All of that is changing today. In this fast-paced conversation, Alex explains how legacy work is now available to families at all levels of wealth and can be provided by financial advisors as part of their Standard of Care of wealth management advice. Alex uses the metaphor of power windows to illustrate how legacy is expanding to more families: when power windows were first introduced they were available only on the most expensive models...
2025-10-2932 minSecrets of Successful Advisors℠ with Ken HamanIntroducing "The Family Legacy" and the Advisor's Job to be Done for Uniquely Successful ClientsToday there are millions of households in the United States that have accumulated more than $10 million in net worth - with about 2 million having $20 million or more. This huge and growing population of clients is being chronically - and tragically - undeserved by advisors who continue to engage them as if they have the same financial needs as they did before they achieved this level of success. In this conversation Ken and Alex begin to explore the implications of wealth, how the needs of families predictably change as they accumulate wealth and how advisors need to evolve their business...
2025-10-1625 minUncommon Capital: Navigating Alternative InvestmentsThe Energy Transition Charges ForwardIn this episode of Uncommon Capital, Xiaoyu Gu, managing director at AB CarVal, unpacks the shifting global policy landscape and the geopolitical dynamics between China, Europe, and the U.S.—and how these forces are reshaping energy investment. She highlights the role of private credit in navigating supply chain challenges, battery storage, and development financing amid accelerating demand. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties con...
2025-10-1535 minUncommon Capital: Navigating Alternative InvestmentsOpportunity in Flight: Aviation Leasing as a Portfolio DiversifierIn this episode of Uncommon Capital, Emily Wilson, managing director with AB CarVal, takes us on her journey from engineering to finance to finding her niche in aviation leasing. In a constrained supply market, the global demand for aircraft is steadily increasing. Emily details aviation leasing as an opportunity for portfolio diversification, stable cash flows and assets uncorrelated to broad market indices, hard asset/infrastructure strategies and (crucially) airlines. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date...
2025-09-2224 minSecrets of Successful Advisors℠ with Ken HamanA Conversational Strategy for Introducing a New Idea to an Existing ClientThe financial services industry continues to evolve, and new approaches to working with clients are emerging with greater frequency than ever before. For a busy advisor, deciding to adopt a new approach to doing business with clients is challenging, but it is just the first step in evolving a business. The next step can be the most daunting: how do you introduce a new approach to an existing client who is comfortable with "the way we've always done it"? Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go...
2025-09-0924 minSecrets of Successful Advisors℠ with Ken HamanDrowning in Efficiency: Why is it so hard for (most) advisors to adopt new technologies?It seems that every month or so a new "killer app" is launched with expectations that it will soon revolutionize the financial services industry. In spite of obvious benefits, most advisors seem to be "late adopters" of new technologies. Scott and Ken explore why it is hard for most people to embrace new ideas, and consider what an advisor can do if they want to accelerate their use of technologies in their business. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Not...
2025-08-2630 minUncommon Capital: Navigating Alternative InvestmentsUncommon Capital: Managing Private Assets in an Interval FundIn this episode, Roger Newkirk explores the benefits and challenges of managing private credit within an interval fund structure. Roger shares insights on the current market landscape, emerging opportunities in asset-based finance, and his distinctive path through the investment management industry. DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or...
2025-08-1419 minSecrets of Successful Advisors℠ with Ken HamanClass in Repricing: How to Raise Your Fees Without Losing Your ClientsToo many financial advisors fall into the same trap: slashing fees to win business, then spending years overdelivering for a client who's paying far too little. The result? A regretted acquisition. Raising your fees should be the obvious next step. But the fear of rocking the boat—and losing a valued client—keeps most advisors stuck. Using insights from behavioral science, this master class will show you how to align your pricing with the true complexity of your clients' lives and the full value of your services. Raising fees doesn't have to feel risky. Done right, it reinforces your valu...
2025-08-1251 minUncommon Capital: Navigating Alternative InvestmentsInvesting in Consumer Credit: Financing the Real EconomyIn this episode of Uncommon Capital, we sit down with P.J. Collins to unpack two decades of insights from investing in consumer credit. P.J. shares how the landscape has evolved - from the dominance of traditional banks to the rise of private asset-based finance - and breaks down exactly what "asset-based finance" means in today's market. We also dive into the role of private credit in this ecosystem and the biggest opportunities ahead. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it...
2025-07-1623 minSecrets of Successful Advisors℠ with Ken HamanQuestions You Should Ask When You Are Thinking About Buying Another Advisor's PracticeOne of the fastest growing opportunities for advisors who are committed to growing their business is the acquisition of retiring advisors' businesses. In the 1980's and 1990's thousands of advisors started new businesses, and these are all now coming of age with advisors who are eager to sell. There are few opportunities more motivating to a growth-oriented advisor than the chance to add hundreds of new clients to their practice funded by a declining pay-out over 4-5 years. Unfortunately, there is more to acquiring a practice and benefiting from the acquisition than many advisors assume. In this deep-dive Ken...
2025-07-0823 minSecrets of Successful Advisors℠ with Ken HamanHow to Change Your Mind About Discounting (and Keep the Change!)Life is complicated and it moves very fast. To cope with complexity the human brain learned long ago to create a model of the world from experiences and to use that model to understand everything that happens. What a person believes about the world (their model of the world) defines everything decision they make and every action they take. Unfortunately, beliefs are often the result of a few, unfortunate experiences rather than a carefully selected series of events. In this fast-paced conversation, Ken and Scott explore how beliefs are formed, how beliefs determine what an advisor is willing to...
2025-06-2423 minSecrets of Successful Advisors℠ with Ken HamanHow to Create Maximum Emotional Impact During the Deep Discovery ConversationMost advisors know that clients don't walk into their office with their financial hopes, dreams, goals and concerns all neatly organized on a mental spreadsheet. New, prospective clients especially experience their financial lives as a jumble of competing priorities and wishes. In this deep-diver conversation Scott and Ken explore how advisors can use a simple exercise with 5x8 cards to help clients clarify what they want their future to look like and how to define and organize their priorities. Not only does the exercise help the advisor understand the client more deeply, but it also helps the client understand...
2025-06-1025 minUncommon Capital: Navigating Alternative InvestmentsProfits and Pitfalls of Opportunistic Private Market Investing with Lucas Detor (AB CarVal)In this episode, we speak with Lucas about how his experiences in the armed services and as an agent for the Secret Service informed his investment philosophy. Lucas discusses the keys to successfully navigating the private markets as an opportunistic investor, while also sharing lessons learned. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection...
2025-06-0323 minSecrets of Successful Advisors℠ with Ken HamanHow to Create Maximum Impact in the First Meeting with a Prospective ClientIn AB Advisor Institute's "Masterclass on Pricing" we propose that advisors can confidently charge a premium fee for their services if they do change their approach to the first few meetings with the client. We recommend that they slow down, complete a thorough Discovery and Fact-Finding process before establishing the price of the services and provide impactful experiences for the prospective client that intentionally build trust. In this deep-dive conversation Ken and Scott explore a step-by-step conversation that an advisor can have with a client in the very first meeting that creates a unique impact and leads to a...
2025-05-2727 minSecrets of Successful Advisors℠ with Ken HamanThe Advisor's Practical Guide for Dealing With Political ConversationsEvery advisor knows how important it is to respect the perspectives of their clients and to avoid emotionally charged conversations about religious or political topics. In spite of an advisor's best efforts, there are going to be times when a client will want to discuss their political views and will want to discover what their advisor thinks about the political narrative of the day. In this fast-paced conversation, Ken and Scott explore the 3 different perspectives that clients can have about political disagreements, and how to avoid the two types of personalities that cannot tolerate their advisor having a different op...
2025-05-1341 minSecrets of Successful Advisors℠ with Ken HamanNever Be Closing! How to Manage the First Meetings with a Prospective Client For years advisors have been taught the importance of closing a prospective client quickly – if possible, during the first meeting. On closer look advisors will have much more success if they slow down, take their time and give the client time to fully appreciate what the advisor has to offer. There has always been a dynamic tension for advisors between taking the time to build trust in a new relationship and getting the client to sign on the dotted line. Especially when new clients seem scarce, advisors can feel a compelling need to g...
2025-04-0929 minSecrets of Successful Advisors℠ with Ken HamanCurating Experiences with Impact: It's All About the ClientIt takes time for trust, perception of value and feelings of confidence to develop within a client. Observations over time have revealed that trust, confidence and value reach their highest point about 3 years into a relationship between an advisor and a client. Unfortunately, most advisors are in such a rush to "close" a new relationship they set the price of their services before the client has had any meaningful experiences with the advisor. In this deep dive, Ken and Scott look at how an advisor can curate experiences intentionally to accelerate the t...
2025-04-0922 minSecrets of Successful Advisors℠ with Ken HamanMaster Class in Pricing: How to Never Discount Your Services AgainFor almost two decades, financial advisor fees have been under pressure. Factors such as clients expecting discounts, skeptical next-gen clients and anxious competitors willing to do anything to secure a new client make it difficult to set attractive fees. But slashing fees isn't the answer—it's time to shift the conversation. In this episode, we discusses how to position your value so clients see your worth—without asking for a discount. Additional resources: https://info.alliancebernstein.com/2025-Q1-ABAI-WEBCAST.html?partnerref=ABPodcast Also in this episode, the AllianceBernstein Digital Coach – see practice...
2025-04-0951 minSecrets of Successful Advisors℠ with Ken HamanResponding to Volatile Markets: Creating a Communications PlanMarket volatility continues to threaten the advisor-client relationship. At the end of the day, the advisor's role is not just about managing a client's wealth—it's helping navigate experiences and surprises. In this episode, ABAI's Ken Haman explains why the main reason clients hire an advisor is to manage their own emotions. He'll also dive into how advisors can go beyond wealth management to empower clients' financial futures. In addition, exploring the emotional impact of advisor interactions and how they influence client experiences—both expected and unexpected, and mastering the art of reducing client anxiety, boosting confidence and navigating vola...
2025-04-0848 minSecrets of Successful Advisors℠ with Ken HamanThe Problem with Discounting: It's Not Them...It's Us!Many advisors feel a compelling need to discount their fees in order to seal the deal with a new client. As a result, average fees across the industry have been steadily dropping for years. In this fast paced episode, Scott and Ken look at the psychological dynamics that cause advisors to automatically assume they need to discount their fees, and then explore what they can do differently in the first few meetings that will support charging a premium fee for premium services. Also in this episode, the AllianceBernstein Digital Coach – se...
2025-04-0422 min
Global Equity Market and Investment PodcastA Top-Down View of Policy Change for Stock Pickers - 12 March 2025A Top-Down View of Policy Change for Stock Pickers President Trump’s policies on tariffs, immigration and defense have fueled volatility in equity markets. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, survey key top-down policy risks as well as developments in the technology sector, and discuss the features of companies that have what it takes to overcome an uncertain macro environment. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can g...
2025-03-1214 minSecrets of Successful Advisors℠ with Ken HamanThinking Intentionally About a More Passionate RetirementOur modern financial services industry is designed to help clients prepare for a financially comfortable retirement. Observations over time have revealed that many people prepare well financially, but launch into retirement without a clear vision of what they will do in the next stage of their life. In this episode Ken talks with Cara Gray about her consultancy Good Morning Freedom that helps successful people create a vision for a more passionate retirement.Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach Note to All Readers: The inf...
2025-03-1023 minGlobal Equity Market and Investment PodcastFrom Tariffs to AI: What Does It All Mean for Equity Markets? - 14 February 2025In the first weeks of 2025, global equity markets have been rattled by President Trump’s tariff plans and dramatic developments in artificial intelligence. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, talk about how investors can address these twin uncertainties and the potential effects on companies and markets. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amoun...
2025-02-1412 minSecrets of Successful Advisors℠ with Ken HamanBuying DangersThousands of established financial advisors are either actively seeking a buyer for their business or starting to think seriously about their exit strategy. There has never been a time in the history of our industry where so many businesses were available for acquisition. Acquiring another advisor's business can be one of the best ways to add new clients but observations of many transactions have revealed a significant number of challenges that are built in to the process of navigating a transaction. In this fast paced program Ken and Scott look at how insights from Behavioral Economics can help advisors mak...
2025-02-1020 minGlobal Equity Market and Investment PodcastThree Big Issues for Equity Markets in 2025 - 16 January 2025Equity investors begin the new year as big changes sweep through the global macroeconomic and market landscape. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss how market concentration, new US policies and interest rates could shape returns for markets and companies, and explain what investors should do to navigate the many uncertainties that lie ahead. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up an...
2025-01-1611 minSecrets of Successful Advisors℠ with Ken HamanAdvisor's Guide to Working with Irrational ClientsA big challenge for advisors is recognizing when their clients have shifted from rational decision-making to one of the mental "shortcuts" that are built in to the way humans make decisions. Even advisor's struggle to maintain their rational process when decisions become complicated or have potential negative consequences. In this program Scott and Ken discuss how to recognize when a client has shifted away from a rational process and how to help a client make more rational decisions. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach
2025-01-1323 minGlobal Equity Market and Investment PodcastThe Quest for Earnings Growth Amid Macro Uncertainty - 9 December 2024 Macroeconomic cross-currents are creating challenges for equity investors amid uncertainty about President-elect Donald Trump’s policies, political instability in France and weakness in China. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss how equity investors can stay focused on companies with resilient earnings growth potential in fluid and diverse economic conditions across regions. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not g...
2024-12-0916 minSecrets of Successful Advisors℠ with Ken HamanHidden Challenges of Hiring New Team MembersOne of the most powerful trends in Financial Services in recent years has been the rise of advisory teams. Most firms are encouraging advisors to join or form teams, and many advisors feel that their team gives them a competitive advantage over sole practitioners when they engage more sophisticated clients. Unfortunately, most advisors are not well equipped to define the roles they need on their team and how to hire the right person. In this provocative conversation, Scott and Ken explore the hidden challenges of hiring from the perspective of Behavioral Economics, and offer some guidance on how to avoi...
2024-12-0923 minGlobal Equity Market and Investment PodcastHow Trump’s Policies Will Reshape the Global Equity Landscape - 18 November 2024 President-elect Donald Trump’s dramatic election victory has triggered a rally of US stocks. But how can global equity investors begin to assess the potential impact of tax cuts, tariffs, new spending priorities and deregulation? In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, discuss how the new administration’s policies might affect risks and opportunities for stocks in the US, Europe and Asia. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an inve...
2024-11-1813 minSecrets of Successful Advisors℠ with Ken HamanAn Investment Decision-Making Checklist for AdvisorsFor years advisors have been fascinated by the insights coming out of the discipline of Behavioral Economics about how human beings make decisions. In this provocative conversation, Ken and Scott explore how advisors are uniquely vulnerable to making series decision-making mistakes because of the way the human brain reacts to complexity. Several common, built-in types of mistakes are explored and then they present a 6-step "investment decision-making checklist" to help advisors avoid these challenges. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach Note to All...
2024-11-0423 minGlobal Equity Market and Investment PodcastEquities Energized… But What About Earnings? - 10 October 2024 Equity markets were energized in September by interest rate cuts from the US Federal Reserve and surprising stimulus from the Chinese government. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss macro trends and share impressions from meetings with companies about the outlook for the earnings environment. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the ful...
2024-10-1013 minSecrets of Successful Advisors℠ with Ken HamanHow to Introduce Yourself in a Social SituationA socially active financial advisor may have dozens of opportunities every week to meet potential clients. Unfortunately, most advisors don't know how to manage a first encounter so that the first conversation naturally leads to a deeper conversation. In this podcast, Scott and Ken uncover the psychological principles that advisors can follow to create more compelling social encounters. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and...
2024-10-0722 min
AB Alpha Females—The Multi-Asset Investment PodcastReflections and Revelations: A Season 1 Recap - with Karen Watkin, Portfolio Manager—Multi-Asset SolutionsAs we draw the curtain on season one of AB Alpha Females, Karen reflects on the key themes that have shaped the discussions. From the transformative power of technology to the importance of chemistry, contacts and clients, we’ve explored the dynamic landscape of multi-asset investing. We’ve delved into the growing importance of environmental, social and governance (ESG) considerations and the critical role of diversity of thought when building investment strategies. And we’ve celebrated the inspiring journeys of women in asset management who are breaking barriers and shaping the industry’s future. This final episode brings together these th...
2024-10-0723 minAB Alpha Females—The Multi-Asset Investment PodcastBehind the Scenes, But Leading The Way - with Jennifer Santangelo, Head of Business Operations—Global Investment Shared ServicesGiven the sophistication of multi-asset portfolios, what challenges do operations teams face in managing them effectively? Karen is joined by Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services at AB, who unpacks the complex interplay of portfolio management, operations and technology. Karen and Jen discuss the intricacies of building and managing multi-asset businesses, as well as the essential role of operations in transforming investment strategies into tangible results. Jen also reflects on her nearly two-decade career, noting the evolution of the investment landscape and importance of stakeholder management to ensure client experience is seamless from end to en...
2024-09-2322 minGlobal Equity Market and Investment PodcastMarket Déjà vu: Views on Volatility That Feels too Familiar - 10 September 2024Just a month after volatility hit global equity markets, stocks have been weak again in early September. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Senior Research Analyst, discuss the employment data that has rattled investors as well as consumer sentiment and capital spending trends in industries such as industrials and technology. Please note this episode was recorded on 10 September, before the US Federal Reserve’s decision to cut interest rates on 18 September. For investment Professional use only. Not for inspection by, distribution or quotation to, the general...
2024-09-1613 minSecrets of Successful Advisors℠ with Ken HamanWhy Do We Add the Word "Target" to Target Marketing?Everyone has heard the phrase "Target Marketing" but few advisors actually understand what a "target" market actually is. In this episode, Scott and Ken look at what constitutes an actual target market and what is merely another way of talking about "people who have money". Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of t...
2024-09-0923 minAB Alpha Females—The Multi-Asset Investment PodcastDiving into Responsible Investing Challenges - with Jodie Tapscott, Director of Strategy - Responsible InvestingCan diversity be the cornerstone of a responsible future? Karen is joined by Jodie Tapscott, Director of Strategy - Responsible Investing at AB, who explains the practicalities of integrating material environmental, social, and governance (ESG) factors within strategies. Investing in diversity, equity and inclusion (DEI), she explains, can make a big impact on workforce effectiveness, highlighting the correlation between diverse leadership and market opportunities. Jodie also discusses her transition from traditional investment roles to those focusing on sustainability, driven by her environmental concerns and passion for diving. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for in...
2024-09-0925 minAB Alpha Females—The Multi-Asset Investment PodcastThe Changing Face of Credit - with Tiffanie Wong, Director—Fixed Income Responsible Investing Portfolio ManagementAre bonds back? Karen is joined by Tiffanie Wong, Director of Fixed Income Responsible Investing Portfolio Management at AB, who delves into the resilience of the bond market, considering recent economic headwinds. Tiffanie explores how technology is reshaping investment strategies and the growing importance of environmental, social and governance factors in assessing creditworthiness. Through Tiffanie’s journey, we learn about the power of mentors—particularly women in leadership—for career development and for balancing professional and personal life in the asset management industry. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotati...
2024-08-2620 minSecrets of Successful Advisors℠ with Ken HamanWhy Are Hard Decisions so Hard?Everyone has to make decisions that have consequences from time to time in life. We call these "big" decisions that can impact the quality of life for years. Research in Behavioral Economics over the past several decades has revealed an important insight that goes counter to our usual intuition; that is, the bigger the decision we are facing the MORE likely we will be impacted by built-in vulnerabilities that cause us to be impulsive or to oversimplify the problem we must solve. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.c...
2024-08-1225 minAB Alpha Females—The Multi-Asset Investment PodcastConcentrated Portfolios in a World of Narrow Leadership - with Arpita Bhabhera, Senior Research AnalystCast a broad net or focus on a small number of stocks? Karen is joined by Arpita Bhabhera, a Senior Research Analyst at AB, who explains her disciplined approach of sifting through thousands of stocks to find a few hidden gems. The conversation explores the value of diverse perspectives in avoiding groupthink and making sound investment decisions. Arpita also shares her experience with the Diversity Project’s Pathway program, highlighting the importance of soft skills and continuous learning in her role. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the...
2024-08-1222 minGlobal Equity Market and Investment PodcastSummertime Blues? Look Beyond the August Volatility - 09 August 2024 An early August selloff has rattled confidence for equity investors. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, discuss the macro forces that triggered volatility and present impressions on the market outlook from recent company results. Despite the turbulence, there are signs that market returns may be poised to broaden from the AI-driven powerhouses as more companies begin to see their share prices rewarded for solid earnings. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. ...
2024-08-0913 minAB Alpha Females—The Multi-Asset Investment PodcastThe Hunt for Alpha: Where and How to Find it - with Alla Harmsworth, Co-Head—Institutional Solutions; Head—Alphalytics What separates fund managers from the pack? Karen is joined by Alla Harmsworth, Co-Head of Institutional Solutions at AB, who dives into the world of fund selection. Alla introduces Alphalytics, an innovative tool that isolates unique sources of outperformance which cannot be accessed via simple passive strategies to help identify top-performing managers. The conversation delves into the power of diverse and mixed-gender teams, highlighting the benefits of combining different perspectives. Alla's own journey from Russia to Oxford underscores the importance of resilience and a balanced approach that blends data-driven analysis with intuition. -------------------------------------------------------------------------------------------------------- For...
2024-07-2923 minAB Alpha Females—The Multi-Asset Investment PodcastThe Art of Appreciating Market Turning Points - with Caglasu Altunkopru, Head of Macro Strategy—Multi-Asset SolutionsDiscerning market trends is often like appraising a work of art, so how can investors identify turning points across asset classes? Karen is joined by Caglasu Altunkopru, Head of Macro Strategy for AB’s Multi-Asset Solutions team, who explores how she uses analysis of long-term trends and market cycles to guide portfolio decisions. While acknowledging the challenge of precise market timing, she discusses the potential of AI in processing data and adapting investment strategies. Caglasu shares her fascination in solving real world problems by balancing art and science and discusses her experiences in attending an all-girls school, and the im...
2024-07-1520 minGlobal Equity Market and Investment PodcastMidyear Roundup: Will Equity Market Gains Face Volatility? - 11 July 2024Global equity markets posted a strong first half, led by the US. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, discuss regional market trends from Europe to Japan and the potential for volatility ahead amid interest rate uncertainty and US elections in November. They also share observations on the business environment from meetings with companies in capital goods and consumer industries. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go do...
2024-07-1115 minAB Alpha Females—The Multi-Asset Investment PodcastA Layer Cake: The Right Mix for a Multi-Asset Recipe - with Defne Ozaltun, Portfolio Manager—Multi-Asset Solutions Is the 60/40 portfolio still relevant? Karen is joined by Defne Ozaltun, Portfolio Manager for AB’s Multi-Asset Solutions team, who says portfolio managers must find a precise mix of ingredients for multi-asset portfolios in evolving markets. Understanding how different income and return sources work together, she explains, is key to building a portfolio that's more than just the sum of its parts. Defne then outlines her three-layer approach to building multi-asset portfolios, emphasizing the power of diversification to meet client goals. She also shares insights into her career journey, highlighting the importance of intellectual curiosity, strategic collaboration and com...
2024-07-0123 minGlobal Equity Market and Investment PodcastInterpreting Mixed Messages from Global Consumers - 19 June 2024Consumer companies are reporting mixed sentiment from customers around the world, and it’s becoming harder to raise prices as inflation moderates. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, explain how equity investors can interpret the nuances facing global consumer companies and discuss the dynamics of earnings growth in a market that continues to be driven by AI leaders. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well...
2024-06-1914 minGlobal Equity Market and Investment PodcastTariff Trouble: How Equity Investors Can Cope with Trade Wars - 16 May 2024New US tariffs on certain Chinese imports have added another risk factor into the mix for equity investors. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, explain how equity investors can incorporate an analysis of politically motivated moves like tariffs into fundamental company research. They also summarize the market outlook as the first-quarter earnings season draws to a close. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as wel...
2024-05-1613 minAB Alpha Females—The Multi-Asset Investment PodcastWhat Clients Want, What They Really, Really Want - with Honor Solomon, CEO EMEA & Head of EMEA Retail SalesIn our inaugural episode, Karen is joined by AB’s Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, who discusses her multifaceted role, emphasizing the importance of chemistry, contacts, and culture in building effective sales teams and client relationships. She highlights the complex nature of multi-asset solutions and the need to simplify these strategies for clients while maintaining robust communication and trust. Honor also reflects on her career journey, advocating for authenticity and the importance of mentorship and sponsorship in professional growth. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quo...
2024-05-0723 minSecrets of Successful Advisors℠ with Ken HamanRecognizing and Recovering from BurnoutFormal research into workplace Burnout has only been expanding for the past 30 years. Insights from this growing body of research reveal that client-facing retail financial advisors are frequently working in conditions that are likely to lead to Burnout. In this fast-paced Podcast Ken and Scott discuss how to recognize the workplace situations that can cause Burnout and how to recognize the early- and middle-stage symptoms of this destructive emotional experience. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of...
2024-04-2921 minGlobal Equity Market and Investment PodcastAre Higher-for-Longer Interest Rates Good News for Equity Markets? Global stocks rallied in the first quarter, even as expectations of interest-rate cuts receded. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, say markets now see higher rates as a positive sign of economic health, though volatility is likely as financial conditions remain restrictive. As first-quarter earnings season approaches, investors must be vigilant about pockets of weakness in industries such as capital goods and consumer discretionary. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an i...
2024-04-0813 minSecrets of Successful Advisors℠ with Ken HamanWhat Now? Helping Uniquely Successful People Find Joy in the Second Half of LifeKen Haman sits down with consultant CJ McClanahan to discuss the challenges that his high-achieving clients have with finding meaning and purpose in their lives. Many successful people struggle with a sense of emptiness after they have realized their goals for wealth and success, and CJ offers some practical insights for how an advisor can work more effectively with people who have reached this important milestone in life. To get in touch with CJ McClanahan, go to CJMcClanahan.com and to learn more about finding the right non-profit to get involved in supporting, go to Generosity-First.com N...
2024-03-2623 minGlobal Equity Market and Investment PodcastTech Talk and Consumer Chat: Gauging Sentiment in Two Key Sectors - 15 March 2024 Buoyant equity markets in the first quarter have been driven by strong earnings for technology companies, while consumer staples stocks underperformed. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, share their impressions from technology and consumer-oriented companies, and explain why investors must position selectively across sectors as industry trends and macroeconomic uncertainties unfold through the rest of the year. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up a...
2024-03-1516 minSecrets of Successful Advisors℠ with Ken HamanHow to Meet the Right Client at the Right TimeAB's Advisor Institute has developed a rich library of principles adapted from the Behavioral Sciences to support the commercial success of retail financial advisors. In this podcast, Ken interviews Grant Kunkle, one of AB's Region Managers who works closely with advisors to help them with the practical challenges of executing AB AI strategies in their businesses. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties co...
2024-02-1518 minGlobal Equity Market and Investment PodcastNotes of Optimism from US and European Companies - 13 February 2024Nobody knows when it will happen, but equity investors are eagerly awaiting interest rate cuts, which could help buoy markets. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, say they’re seeing subtle notes of optimism from companies in Europe and the US that could set up a broader group of stocks to benefit when macroeconomic conditions improve further. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well...
2024-02-1313 minSecrets of Successful Advisors℠ with Ken HamanWhat's the Difference? The One Thing That Every Prospective Client Needs to Know About Your PracticeIn this fast-paced Podcast Scott and Ken explore the implications of narrow framing on individuals and families who accumulate wealth, and reveal how financial advisors can use this understanding from Behavioral Economics to work more effectively with both prospects and clients. Because narrow framing happens automatically and outside of the human being's awareness, revealing how the brain can be tricked into over-simplifying the investment process often comes as an important, even shocking surprise to a new client. The exploration concludes with practical guidance for how an advisor can use these insights to...
2024-02-0722 minGlobal Equity Market and Investment PodcastWill Equity Market Returns Begin to Broaden? - 12 January 2024Global equity markets were driven last year by a small number of US megacap stocks that benefited from excitement over AI. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss the prospects for a broadening of market returns in 2024, and explain how they are positioning the portfolio for a wide range of expected outcomes. -------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and i...
2024-01-1214 minGlobal Equity Market and Investment PodcastGet Ready for 2024: Key Issues for Equity Investors - 12 December 2023From AI to interest rates, equity markets have been subject to complex forces in 2023. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, survey the outlook for equities, by looking at growth themes, geopolitical risk and macroeconomic trends that will affect companies and portfolio positioning in the new year. ----------------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the f...
2023-12-1213 minSecrets of Successful Advisors℠ with Ken HamanThe Effective Client ReviewThe annual client review is one of the best times for a financial advisor to strengthen client trust and support retention. To reach its full potential, an annual client review meeting should be distinct from a typical portfolio performance review, and advisors should have an explicit plan for how to deliver their message. In this episode, Ken Haman, Managing Director of AB's Advisor Institute, details how to develop and execute an effective client review. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are r...
2023-11-1023 minGlobal Equity Market and Investment PodcastWhy Are Companies Getting Punished Hard for Earnings Misses? - 08 November 2023As earnings season unfolds, companies that miss expectations are seeing their share prices get hit particularly hard. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, explain why investors are anxious by looking at trends in the US, Europe and Asia, and discuss how to position for long-term growth despite the prevailing short-term concerns. ----------------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors ma...
2023-11-0815 minGlobal Equity Market and Investment PodcastCan Investors Look Through the Cloudy Outlook? - 6 October 2023Global equity markets retreated in September as investors grappled with market and macroeconomic uncertainties. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss the tension between short- and longer-term outlooks, based on meetings in the luxury goods and semiconductor industries, and a research trip to China. ------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they i...
2023-10-0614 minSecrets of Successful Advisors℠ with Ken HamanReaching New Clients with Wealth-Management ChecklistsWealth-management checklists help uniquely successful families understand the complexity of their wealth and allow advisors to keep track of a complicated number of deliverables. Checklists are a powerful management tool for financial advisors for several reasons. Scott and Ken explore how to use wealth-management checklists to engage new or prospective clients. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this production. AllianceBernstein L.P. makes no representation or warranties concerning the accuracy of any data. There is no guarantee that...
2023-09-2527 minSecrets of Successful Advisors℠ with Ken HamanThe Surprising Reason Why Newly Wealthy Clients Become So ControllingIt's surprisingly difficult for newly wealthy clients to trust their existing advisor. In most cases, these clients labored for years to become financially secure, but many achieve significant wealth because of a particular event. When this happens, advisors are often surprised that the client suddenly becomes less trusting and more controlling. Here, Scott and Ken explore the psychological challenges that people face when they achieve a higher level of wealth. They discuss why it is hard to surrender complete control of your financial destiny. The information contained herein reflects the views of AllianceBernstein L.P. or its...
2023-09-1832 minSecrets of Successful Advisors℠ with Ken HamanThe Checklist Management ModelWith the accumulation of wealth comes an increasing number of decisions that have potentially serious consequences. As useful and familiar as checklists are, few retail financial advisors have discovered their value in helping uniquely successful clients deeply understand and appreciate the complex details of their financial lives. In this podcast, Scott and Ken show how checklists help clients understand their new, complicated situation and how the right list assists decision-making. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this production...
2023-09-1122 minGlobal Equity Market and Investment PodcastEquity Investors Seek Cues from Central Banks - 07 September 2023Inflation and growth signals remain uncertain around the world. Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, discuss regional differences in macroeconomic sentiment, ebbing investor enthusiasm in AI-related names, and opportunities in the growing anti-obesity medication market. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not gua...
2023-09-0714 minSecrets of Successful Advisors℠ with Ken HamanWhy Teams Need More GoalsThere are few industries more data-driven than financial services, except when it comes to managing teams. Too often, advisors see business planning as a waste of time, preferring instead to meet with clients or to network for new business. Additionally, they don't understand how setting goals can support and encourage high performance among team members. This oversight can lead to inefficiencies and make it difficult for new team members to master their craft and contribute to overall performance. Here, Scott and Ken explore the role of goals in managing high-performance teams and the importance of adding different types of...
2023-09-0422 minSecrets of Successful Advisors℠ with Ken HamanIt's Time for More Team Meetings!Many advisors build teams to help scale their practice. Although some people feel that team meetings are a waste of time, in reality they are critical. When heroic individual performers create or join a team, challenges naturally occur, as many highly motivated individuals struggle with collaboration. In this podcast, Scott and Ken discuss the value of team meetings and how to use the three-meeting model. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this production. AllianceBernstein L.P. makes no r...
2023-08-2829 minSecrets of Successful Advisors℠ with Ken HamanSolving the Big Problem Most Investors Don't Know They HaveResearch has revealed that the human brain struggles to cope with complexity. One of the most important insights from the discipline of behavioral economics is the idea that much of human decision-making is controlled by nonrational, automatic mental shortcuts known as heuristics. Here, Ken and Scott discuss the latest information on narrow framing, how to help clients manage complexity and the challenges that advisors face when managing their own complicated businesses. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this...
2023-08-2133 minSecrets of Successful Advisors℠ with Ken HamanWhy "No!" Is Almost as Good as "Yes!"Many advisors are inhibited about their new business acquisition efforts because of a fear of rejection. All sales professionals experience rejection as part of their work. Every conversation with a client or prospect has the possibility of ending with refusal, either of the idea that the advisor is recommending or of the value of the advisor as a professional. In this podcast, Scott and Ken share their experiences of helping advisors find the courage to engage more directly with prospects. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it...
2023-08-1426 minGlobal Equity Market and Investment PodcastSummer Heat Energizes Equities as Outlook Improves - 08 August 2023Equity markets have risen through the summer as companies reported second-quarter earnings. Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, explain why investors are raising the bar for companies as recession expectations recede and macroeconomic sentiment improves. ------------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future re...
2023-08-0814 minSecrets of Successful Advisors℠ with Ken HamanDesigning More Impactful Client ExperiencesIn a holistic wealth-management business model, the quality of the advisor-client relationship increases. Additionally, the relationship's focus shifts away from asset management toward wealth-management challenges. For the financial advisor who wants to improve the client experience, this research represents rich areas of possibilities. Here, Scott and Ken explain how to design client experiences that build stronger relationships. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this production. AllianceBernstein L.P. makes no representation or warranties concerning the accuracy o...
2023-08-0725 minSecrets of Successful Advisors℠ with Ken HamanDelivering the Highly Effective Client ReviewAs advisors transition from asset managers to holistic wealth advisors, their assumptions about client reviews must change to reflect a different business model. In any advisory practice, there are only a few times a year when advisors can meaningfully impact the relationship they have with a client. Typically, after the intake interview process is completed and the client is onboarded, the client and advisor speak only occasionally and mainly about the investment process and the client's financial needs. This is why it is critical to manage review meetings in such a way that builds the trust and enhances the...
2023-07-3130 minSecrets of Successful Advisors℠ with Ken HamanMaking Meetings More MeaningfulMeeting with CPAs, attorneys and other professional centers of influence (COIs) is an efficient method of building a pipeline of prospective clients. Successful financial advisors spend much of their productive time conducting meetings with clients and prospects. A small percentage of those advisors also meet with professionals who are in a position to refer clients. These centers of influence (COIs) can represent an efficient and powerful way to get new clients. Here, Scott and Ken consider how "the offer" creates more impact when meeting a potential referral advocate. The information contained herein reflects the views of AllianceBernstein...
2023-07-2427 minGlobal Equity Market and Investment PodcastTaking the Market’s Temperature at Midyear - 05 July 2023 Equity markets posted solid gains in the first half of 2023, though returns were dominated by a narrow group of US stocks seen as big winners from artificial intelligence. Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, discuss the earnings and valuation environment facing equity investors at midyear, and how they are positioning the portfolio in current conditions. ------------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up...
2023-07-0512 min
Secrets of Successful Advisors℠ with Ken HamanWhy Is It so Hard to Retire?Many advisors are reluctant to think about retiring; some are deeply resistant. Observations of financial advisor decision-making and behavior have revealed an interesting pattern: as advisors get closer to retirement, their desire to retire decreases. This can have major negative consequences for teams, especially those that were created to facilitate the transition of clients from the retiring advisor to a new provider. In this podcast, Scott and Ken explore this ambivalence about retiring and discuss how two parts of the brain impact the way advisors think about exiting the business. The information contained herein reflects the views...
2023-06-2730 minGlobal Equity Market and Investment PodcastWill the AI Party in Tech Stocks Last? - 07 June 2023Growing interest in artificial intelligence (AI) has dominated market sentiment recently. Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, say it will take time for the market to assess the true impact of this technology on individual companies. The current hype over AI shouldn’t overshadow the need to identify companies with long-term growth prospects in a low-growth environment. --------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and...
2023-06-0711 minGlobal Equity Market and Investment PodcastMacro Crosscurrents Create a Stock Picker's Market - 04 May 2023Equity markets are being shaped by disparate trends including falling energy prices, higher interest rates, normalizing supply chains and China’s reopening. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Nick Timpson, Senior Research Analyst, explain how these crosscurrents are shaping earnings across the market, within sectors and at individual companies. --------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount the...
2023-05-0413 minSecrets of Successful Advisors℠ with Ken HamanThe Surprising Problem with SurprisesMost advisors know that when markets are volatile they will be having challenging conversations with emotional clients. Very few advisors know how important it is to initiate conversations and engage clients about possible volatility before they get upset. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be...
2023-05-0328 minGlobal Equity Market and Investment PodcastRoad Trip: Investing Insights from China and France - 04 April 2023Meeting with companies on their home turf is important for developing investment insights. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, share impressions about the Chinese reopening, global consumer trends and ESG observations from recent research trips to China and France. --------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is...
2023-04-0415 minGlobal Equity Market and Investment PodcastFinding Balance Beyond the Banks - 17 March 2023During a tumultuous week, two US banks collapsed and pressure spread throughout the global sector. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss their views on the wider financial sector in the wake of the banking crisis, and other areas of interest including semiconductors and a recovery of Chinese consumer spending. ----------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not g...
2023-03-1713 minGlobal Equity Market and Investment PodcastGood News Is Bad News… Equity Markets Worry About Rates, Again - 08 March 2023Stock markets pulled back in February as strong economic data—particularly in the US—raised concerns that central bank rate hikes might not be over. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss market conditions and explain how to find stronger companies that are using their muscle to position for future growth in tricky conditions. ----------------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up an...
2023-03-0811 minSecrets of Successful Advisors℠ with Ken HamanBrain Hacks to Stop Sabotaging Your PracticeResearch from behavioral finance has revealed a stunning number of decision-making vulnerabilities that make it challenging for investors to successfully navigate capital markets. Hundreds of these heuristics have been discovered over the past few decades, and many are common behaviors that advisors see in clients every day. But advisors are people, too, and they are just as vulnerable to decision-making biases as clients. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. m...
2023-03-0226 minGlobal Equity Market and Investment PodcastHard Landing, Soft Landing… or No Landing? - 20 February 2023That is the big macroeconomic question on investors’ minds today as the fight against inflation continues. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Nick Timpson, Senior Research Analyst, search for the answers in earnings trends, by focusing on corporate spending patterns in different sectors and what it means for equity opportunities. ----------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amou...
2023-02-2015 minGlobal Equity Market and Investment PodcastConfession Season: Listening to Companies Come Clean on Earnings - 08 February 2023As earnings season progresses, investors expect companies to divulge the business dislocations they face. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss earnings trends around the world and zoom in on the semiconductor and luxury goods industries. --------------------------------------------------------------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does no...
2023-02-0813 minGlobal Equity Market and Investment PodcastWhat’s Driving the Strong Start for Stocks? - 25 January 2023Equity markets have posted robust gains in January, but there have been regional differences. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, talk about China’s reopening, Europe’s resilience and the US technology sector’s reawakening. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performan...
2023-01-2511 minGlobal Equity Market and Investment PodcastWill Companies Provide More Visibility for Investors in 2023? - 11 January 2023 --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this...
2023-01-1114 minGlobal Equity Market and Investment PodcastAll I Want for Christmas… Is a Low Inflation Print - 14 December 2022Equity markets have rallied on hopes that inflation may peak. But what if we face recession in 2023? Dev Chakrabarti, Chief Investment Officer of AB’s Concentrated Global Growth Portfolio, and Nick Timpson, Senior Research Analyst, discuss the outlook for cyclical companies, technology firms and the importance of trends that are resilient to an economic slowdown. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount the...
2022-12-1415 minGlobal Equity Market and Investment PodcastConsider the Consumer… and Thoughts on Technology - 29 November 2022How are consumers doing in the US, Europe and China? Dev Chakrabarti, Chief Investment Officer of AB’s Concentrated Global Equity Portfolio, and Jen Wong, Senior Research Analyst, discuss how consumer health informs positioning in the sector and survey trends in technology earnings. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future resu...
2022-11-2913 minSecrets of Successful Advisors℠ with Ken HamanWhat is a Practice Management "Go Bag" & Why Should It Be on Every Advisor's Desk?As the saying goes, "Failure to plan is a plan to fail." And with global markets down significantly, many financial advisors are unprepared for the declining revenues that come from a reduced asset base or unexpected client attrition. However, an advisor "Go Bag"—specific, tangible resources to help your practice and clients—can make a big difference in this environment. AllianceBernstein Advisor Institute's, Ken Haman discusses how the brain naturally separates thoughtful preparation from motivated execution, why advisors often avoid preparing for challenging times, and more. Note to All Readers: The information contained here reflects the views of Al...
2022-11-2238 minGlobal Equity Market and Investment PodcastStaying Balanced as Equity Markets Bounce - 14 November 2022Signs of weakening US inflation have boosted investor sentiment. In this podcast, Dev and John Keith, Senior Research Analyst, say investors should maintain balanced positions in companies offering defensive growth features that can do well when markets rebound—but don’t depend on economic growth to deliver. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does n...
2022-11-1415 minGlobal Equity Market and Investment PodcastWhy Did Stocks Rally in October ? - 02 November 2022Equity markets posted strong gains in October after nine months of losses. In this week’s episode podcast, Dev Chakrabarti and Mark Phelps, co-CIOs of AB Concentrated Global Growth, explain why positive sentiment has returned despite a mixed earnings season and growing fears of recession in the US and Europe. --------------------------------------------------------------------------------- For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk...
2022-11-0212 minGlobal Equity Market and Investment PodcastThreading the Needle: From Recession Risks to Earnings Season - 18 October 2022Rising rates, inflation and recession risks are creating big challenges for investors as a new earnings season begins. In this podcast, Mark and Dev say equity investors should search for companies with consistent growth drivers to help support margins in a tougher environment, and discuss rapidly evolving political and market conditions in the UK and China. For investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at...
2022-10-1814 minSecrets of Successful Advisors℠ with Ken HamanA 6-Step Model to Turn Client Trust into Action in a Down MarketThe first six months of 2022 have served as a stark reminder that market outlooks can quickly shift. Advisors who want to retain business must now prepare clients for the possibility of greater volatility, abiding inflation and muted returns. Clients have many reasons to be skeptical of change and financial advisors (FAs) who don't have these conversations now risk having painful discussions with disappointed investors. AllianceBernstein Advisor Institute's, Ken Haman discusses key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Note to All Readers...
2022-08-2433 minSecrets of Successful Advisors℠ with Ken HamanSeven Steps to Managing Client Anxiety in Volatile MarketsMarket headlines in 2022 have been dominated by inflation, tightening monetary policy, ongoing volatility and the Russia-Ukraine conflict. To get ahead of client concerns, financial advisors need to develop creative ways to turn difficult conversations into opportunities to build confidence. A clear and concise presentation on the capital markets can help solidify and restore lost credibility—and trust. Hear from Ken Haman, Managing Director, and Scott Tatum, CIMA, CFP, Director, as they discuss seven steps to organize a compelling capital-markets narrative. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its aff...
2022-06-0846 min