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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Global Portfolio Manager Chris Willcocks shares key takeaways from his recent trip to Japan and what they mean for the portfolio. Drawing on insights across the Consumer, Industrials, Property and...
Global markets maintained a strong risk-on tone last week, supported by easing geopolitical tensions as the likelihood of a major escalation in Iran diminished. Improved sentiment, reflected in low...
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 cha...
Portfolio manager Rory Kutisker Jacobson unpacks...
Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
The Iran conflict has injected a substantial amount of uncertainty into the outlook. Crudely, growth will be weaker than previously expected and inflation stronger.
The International Monetary Fund (IMF) recently released its April World Economic Outlook (WEO), presenting a sobering assessment of a global economy tested by the war in the Middle East.
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