Sustainable and transition content for responsible investors
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...
We are seeing extreme climatic conditions but 2027 could be even worse. The trend looks set for a 3.5-4.2C change by 2100. This suggests we need massive mitigation and adaptation spending.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive posi...
Technology and disruption are creating wider sources of return potential beyond the AI giants. Lei Qiu has been lead manager of the AB International Technology Portfolio since the beginning of 201...
The S&P 500 is heading for a bumper earnings year, but what’s been driving the growth? US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding pro...
Successful organizations focus on governance, resilience and human agency to understand how those technologies affect critical decisions, business models, talent requirements and risks.
Q2 Active Ownership Report: Climate, deforestation and governance insights shaping investor engagement, resilience and shareholder rights.
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