Consider how global mega forces are impacting portfolios
Sustainability is no longer just about minimising harm. It’s increasingly about resilience, autonomy and long-term value. From food systems and AI governance to security: stewardship plays a critic...
This paper compares the current AI-driven market to the dot-com boom of the late 1990s.
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...
A new Citi Research report suggests that a tipping point is near for AI adoption in China. Our Innovation Lab survey finds AI adoption is widespread but shallow — but once the tipping point is reac...
As AI narratives dominate markets, disciplined credit underwriting helps separate real opportunity from hype, with a focus on downside protection.
It is generally accepted that artificial intelligence (AI...
For decades, global capital overwhelmingly favoured US assets.
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...
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