Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Governance is the alpha: Gulf family capital in 2026
  • 17 hours ago

Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.

Hedge Fund Strategy Outlook: Second quarter 2026
  • 17 hours ago

In this quarter’s outlook, uneven macro signals and growing divergence between surface-level calm and underlying market fragility define the 2026 investment backdrop. Find out what this means for h...

Crisis highlights diversification
  • 17 hours ago

The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.

The Weekly Brief
  • 06 Apr 2026

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...

Emerging Markets Insights: South Korea insights and first quarter market review
  • 06 Apr 2026

In this latest Emerging Markets Insights, Templeton Global Investments summarizes the findings from their portfolio managers’ recent visit to South Korea and presents its market review for the firs...

Tim Seymour: Opportunity to look at the value in stock markets
  • 06 Apr 2026

Tim Seymour IDVO Portfolio Manager on CNBC

The war takes a toll on growth; but more on economic than earnings
  • 06 Apr 2026

Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro outlook and force a reassessment of growth and inflation. Our commodity str...

Global Insurance Solutions
  • 03 Apr 2026

Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.

Putting AI to Work: Streamlining Data Collection
  • 02 Apr 2026

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...