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Every day we talk with large institutions, financial advisers and high net worth individuals about what's on their minds. And we do this on a global scale.
In this podcast, we sit down with different members of our global team of investment experts, for an in-depth conversation on the markets.
We ask them about the opportunities they're seeing, what they're hearing from investors, have there have been any surprises, and how they see the next 12-18 months playing out.
Finally, we ask them how they got involved in investing and what drives them to stay focused.
AB's In Conversation With… podcast aims to deliver all these insights to you because we're committed to being your most valued asset management partner.
In this podcast, we sit down with different members of our global team of investment experts, for an in-depth conversation on the markets.
We ask them about the opportunities they're seeing, what they're hearing from investors, have there have been any surprises, and how they see the next 12-18 months playing out.
Finally, we ask them how they got involved in investing and what drives them to stay focused.
AB's In Conversation With… podcast aims to deliver all these insights to you because we're committed to being your most valued asset management partner.
13 Episodes
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In this episode of In Conversation With… we speak with AB's Head of Insurance EMEA & APAC, Bob Sharma. We talk with Bob about his experience working with insurers globally and how he sees AB partnering with the industry going forward.
In this episode, we speak with David Wong, AB's Senior Investment Strategist and Global Co-Head of Equity Business Development. David recently visited Australia to discuss the AB Global Strategic Core Equities Fund. Here he talks us through the fund's investment process and provides further details on the investment filters of quality, stability, and price. He also discusses AB's view on the US, European and Asian markets.
In this edition of In Conversation With, we speak with Anja Samardzic, Portfolio Manager of Australian Equities at AllianceBernstein. Anja talks us through the August 2025 reporting season which was one of the most volatile reporting seasons on record. We also talk about Anja's background as a biomedical engineer and how this has brought a unique perspective to the team's process.
In this episode, we speak with Kent Hargis AB's Chief Investment Officer—Strategic Core Equities, who was recently in Australia to launch the AB Global Strategic Core Equities Fund. Here he talks us through the fund's investment process and how it handles new challenges like generative AI and other market disruptions.
In this episode we talk with Avery Colcord, Managing Director at AB CarVal. Avery discusses AB CarVal's focus on specialty and opportunistic finance, which includes buying assets from banks and supporting new lending platforms in areas like asset-based finance, energy transition, and aviation.
In this episode we speak with Australian Equities CIO, Hamish FitzSimons about the volatility in the Australian share market. Hamish talks about the opportunities he is seeing and what he believes is in store for the next 12 months.
In this episode, we speak with John Taylor AB's Head—European Fixed Income and Director—Global Multi-Sector… John touches on global market trends, such as policy certainty outside the U.S., and rate cuts in Europe and Australia, and he also discusses the growing appetite for investment grade credit exposure.
In this episode we speak with Nick Sanders, Portfolio Manager of AB's Dynamic Global Fixed Income Fund. Nick talks about the current environment for fixed income in Australia and globally, and we ask him where he believes interest rates are headed.
In this episode, we speak with Pete Gordon & Clark Coffee, AB's Heads of US & EMEA Commercial Real Estate Debt platforms. We ask them what commercial real estate debt is as an asset class and where it fits in a portfolio.
In this episode, we speak with Christian DiClementi, AB's Director of Emerging Markets Debt. We talk with him about the different types of EM debt. We also ask him why investors should carve out space for EM within their global credit allocation.
In this episode, we speak with Stuart Rae, AB's Chief Investment Officer—Emerging Markets Value. Stuart talks about how he first became involved in emerging market investing and highlights some of the interesting insights he uncovers when conducting his on the ground research.
In this episode, we speak with Hamish FitzSimons, AB's Co-Chief Investment Officer—Australian Equities. Hamish answers questions on supermarkets, banks and consumer discretionary stocks, and provides his outlook for the economy.
In this episode, we speak with Klaus Ingemann, AB's Co-Chief Investment Officer—Global Core Equity. Klaus provides an overview of recent global market movements, talks about what has surprised him, and gives his view of what's yet to come.
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