Alpha Females—The Multi-Asset Investment Podcast

About Alpha Females—The Multi-Asset Investment Podcast

How can multi-asset investing solve the problems facing today's investors? Karen Watkin, Portfolio Manager at AllianceBernstein, brings the world of multi-asset to life through the lens of female investors. Tune in as Karen and her inspiring Alpha Females discuss both the opportunities and challenges that come with taking a multi-asset investment approach, share research insights and reflect on their journeys through the industry.

Publisher

AllianceBernstein

Category

business · business

Language

en

Explicit

No

First episode

7 May 2024

Latest episode

30 Sept 2026

Latest episodes

19 episodes in the feed.

1. 

   30 Sept 2026

   Everything Everywhere All at Once: What it Takes to Be a Multi-Asset Investor - with Julia Hilgers, Senior Porfolio Manager, DWS Group

   Risk, diversification and discipline: Julia Hilgers, Senior Portfolio Manager - DWS Group, discusses the strategic foundations of investing for clients. She highlights that good investing is about managing risks, staying diversified, and avoiding emotional decisions. Julia discusses the importance of understanding client needs, including their time horizon and risk tolerance, to tailor investment strategies. Diversification, in Julia's opinion, is more than just holding a mix of asset classes—it's about making sure the portfolio's exposures genuinely work together to manage risk and support a client's long-term objectives. She also touches on the impact of AI on investment strategies, noting its role as a growth booster for the economy. She emphasizes the importance of building trust with clients through clear communication and understanding their needs. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo and AllianceBernstein® are registered trademarks used by permission of the owner, AllianceBernstein L.P. © 2026 AllianceBernstein L.P.

2. 

   4 Feb 2026

   Investing Insights from our Alpha Females: Season Round Up - with Karen Watkin, Portfolio Manager—Multi-Asset

   How can investors navigate the complexities of today's market to generate income while managing risk and uncertainty? Investing for income in today's volatile environment requires a balance of long-term strategic planning and short-term adaptability, leveraging diversification, and human intuition alongside technological advancements. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2026 AllianceBernstein L.P.

3. 

   21 Jan 2026

   In Search of Excellence: The Power of People, Processes and Technology - with Rosalie Candido Louw, Co-Head Portfolio Solutions

   How can technology and human collaboration together drive excellence in investment management? Rosalie Candido Louw, co-head of AllianceBernstein's Portfolio Solutions, tackles that question in this conversation with Karen Watkin. As she sees it, the integration of advanced technology, such as AI and cloud computing, has revolutionized the investment management industry by enabling faster decision-making and democratizing sophisticated investment strategies. However, the human element remains crucial for interpreting data, making insightful decisions and ensuring that technology serves the ultimate goal of delivering compelling returns for clients. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2026 AllianceBernstein L.P.

4. 

   7 Jan 2026

   The Colour of Money: Managing Currency Risk in Investing - with Julia Keating, Portfolio Analyst—Multi-Asset and Hedge Fund Solutions

   How can investors effectively manage currency risk to optimize their portfolios in today's volatile markets? Julia Keating, Portfolio Analyst—Multi-Asset Solutions at AllianceBernstein, talks with Karen Watkin about the importance of strategic and tactical currency risk management in investment portfolios. She explains that while currency exposure can provide diversification and enhance portfolio returns, it can also introduce significant volatility if not properly managed. Julia shares her experience growing up in a town that was heavily impacted by the global financial crisis, which was one reason she chose to pursue a career in finance and asset management. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2026 AllianceBernstein L.P.

5. 

   10 Dec 2025

   Quality is Queen: Why Investment Grade Bonds are Anything but Boring - with Souheir Asba, Portfolio Manager—Investment Grade Credit

   How can investment grade credit offer both stability and opportunity in a volatile market? Karen Watkin hosts Souheir Asba, AllianceBernstein's Portfolio Manager—Investment Grade Credit, who explains how investment grade (IG) credit is a crucial part of the broader fixed income market due to its size, diversification and attractive yields at relatively low risk. In a potentially higher-for-longer interest rate environment, IG credit remains appealing as it provides a stable source of income. Souheir's diverse background, including roles as an economist, strategist, and engineer, has equipped her with a unique perspective on investment. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

6. 

   26 Nov 2025

   Emerging from Behind the Scenes: Finding Income Further Afield - with Elizabeth Bakarich, Director—Emerging Market Corporate Debt

   Emerging markets offer investors exciting opportunities—but also higher risks. That's why Liz Bakarich, Director of Emerging Market Corporate Debt at AllianceBernstein, says investing in emerging markets requires detailed and strong fundamental research, including on-the-ground visits and interactions with local entities. Liz says understanding idiosyncratic risks, currency volatility and governance issues are crucial to success. Despite conventional wisdom, she explains, emerging market debt can offer similar risks and returns to developed market credit, with potentially better spreads and yields. Karen Watkin talks with Liz about her career journey to emerging markets investing, and how she has coped with challenging situations. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

7. 

   12 Nov 2025

   The Hunt for Efficient Income: Navigating Safe Waters in Yield Investing - with Sonam Leki Dorji, Portfolio Manager—Income Strategies

   Is it possible to earn high levels of investment income without sinking under risk? Karen Watkin talks with Sonam Leki Dorji, Portfolio Manager at AllianceBernstein, about the importance of sourcing efficient income in high-income investing. Diversification, avoiding high-risk assets and being nimble to adapt to market changes are the hallmarks of her strategic approach. And it's especially important, says Sonam, to understand both the macroeconomic picture and the details of each security in a portfolio. Sonam, a trained engineer with 20 years of professional investing experience, says continuous problem-solving and staying engaged with ever-changing market dynamics underpin her passion for portfolio management. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

8. 

   29 Oct 2025

   Live Long and Prosper: How to Target a Happy Retirement - with Elena Wang, Portfolio Manager—Multi-Asset Solutions

   Saving for retirement poses increasing challenges in an ever-changing financial landscape. In this episode, Karen Watkin talks with Elena Wang, a Portfolio Manager at AllianceBernstein, who says investors need to adopt a flexible and diversified approach to retirement savings, considering both growth and risk management. Elena was drawn to retirement solutions by a desire to make a real impact on people's lives. She emphasizes the importance of saving early and incorporating non-traditional assets to navigate market volatility and inflation. It's especially rewarding, says Elena, to help individuals make better choices that can lead them toward financial security in their golden years. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as "wholesale clients," as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

9. 

   15 Oct 2025

   Playing the Long Game: A Tale of Time and Investment - with Alla Harmsworth, Co-Head—Institutional Solutions; Head—Alphalytics

   Have you ever wondered how investment professionals navigate the complexities of forecasting asset returns and constructing robust portfolios in an uncertain world? In this insightful conversation, Alla Harmsworth from AllianceBernstein delves into the intricacies of long-term asset allocation, emphasizing the importance of humility in forecasting and the need for thoughtful portfolio construction. Alla explains AB's approach, which combines quantitative models with fundamental research to create diversified portfolios that can withstand various market scenarios. She highlights the challenges posed by current global trends such as deglobalization, demographic shifts, and geopolitical uncertainties, which necessitate a different approach to portfolio management compared to the past decades. Alla also discusses the specific considerations for income-focused investing,. She emphasizes the importance of active decision-making in strategic asset allocation and the need for continuous client engagement to navigate market volatility. Alla's transition from the sell side to the buy side has provided her with valuable insights into the practical implementation of research and the importance of transparency and communication with clients. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

10. 

    1 Oct 2025

    Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income

    How can investors navigate the complexities of today’s economic environment while maintaining a long-term perspective? Sandra Rhouma, AllianceBernstein’s European economist, emphasizes the importance of maintaining a calm and steady approach to economic forecasting that sifts through the noise and is focused on the global economy’s long-term trajectory. By assigning probabilities to different risk scenarios, investors can better navigate periods of high uncertainty and make informed decisions about their portfolios. Sandra shares her experiences transitioning from the European Central Bank (ECB) to asset management, highlighting the differences in how market information is processed and utilized. She discusses the mental challenges of filtering through constant news flow and the importance of focusing on influential voices. Sandra's passion for economics stems from its dynamic nature and its intersection with other social sciences, keeping her curious and engaged in understanding the broader implications of economic events. -------------------------------------------------------------------------------------------------------- For Investment Professional use only. Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2025 AllianceBernstein L.P.

11. 

    7 Oct 2024

    Reflections and Revelations: A Season 1 Recap - with Karen Watkin, Portfolio Manager—Multi-Asset Solutions

    As we draw the curtain on season one of AB Alpha Females, Karen reflects on the key themes that have shaped the discussions. From the transformative power of technology to the importance of chemistry, contacts and clients, we’ve explored the dynamic landscape of multi-asset investing. We’ve delved into the growing importance of environmental, social and governance (ESG) considerations and the critical role of diversity of thought when building investment strategies. And we’ve celebrated the inspiring journeys of women in asset management who are breaking barriers and shaping the industry’s future. This final episode brings together these threads, offering a comprehensive perspective on the challenges and opportunities that lie ahead. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

12. 

    23 Sept 2024

    Behind the Scenes, But Leading The Way - with Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services

    Given the sophistication of multi-asset portfolios, what challenges do operations teams face in managing them effectively? Karen is joined by Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services at AB, who unpacks the complex interplay of portfolio management, operations and technology. Karen and Jen discuss the intricacies of building and managing multi-asset businesses, as well as the essential role of operations in transforming investment strategies into tangible results. Jen also reflects on her nearly two-decade career, noting the evolution of the investment landscape and importance of stakeholder management to ensure client experience is seamless from end to end. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

13. 

    9 Sept 2024

    Diving into Responsible Investing Challenges - with Jodie Tapscott, Director of Responsible Investing Strategy

    Can diversity be the cornerstone of a responsible future? Karen is joined by Jodie Tapscott, Director of Responsible Investing Strategy at AB, who explains the practicalities of integrating material environmental, social, and governance (ESG) factors within strategies. Investing in diversity, equity and inclusion (DEI), she explains, can make a big impact on workforce effectiveness, highlighting the correlation between diverse leadership and market opportunities. Jodie also discusses her transition from traditional investment roles to those focusing on sustainability, driven by her environmental concerns and passion for diving. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

14. 

    26 Aug 2024

    The Changing Face of Credit - with Tiffanie Wong, Director—Fixed Income Responsible Investing Portfolio Management

    Are bonds back? Karen is joined by Tiffanie Wong, Director of Fixed Income Responsible Investing Portfolio Management at AB, who delves into the resilience of the bond market, considering recent economic headwinds. Tiffanie explores how technology is reshaping investment strategies and the growing importance of environmental, social and governance factors in assessing creditworthiness. Through Tiffanie’s journey, we learn about the power of mentors—particularly women in leadership—for career development and for balancing professional and personal life in the asset management industry. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

15. 

    12 Aug 2024

    Concentrated Portfolios in a World of Narrow Leadership - with Arpita Bhabhera, Research Analyst

    Cast a broad net or focus on a small number of stocks? Karen is joined by Arpita Bhabhera, a Research Analyst at AB, who explains her disciplined approach of sifting through thousands of stocks to find a few hidden gems. The conversation explores the value of diverse perspectives in avoiding groupthink and making sound investment decisions. Arpita also shares her experience with the Diversity Project’s Pathway program, highlighting the importance of soft skills and continuous learning in her role. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

16. 

    29 Jul 2024

    The Hunt for Alpha: Where and How to Find it - with Alla Harmsworth, Co-Head—Institutional Solutions; Head—Alphalytics

    What separates fund managers from the pack? Karen is joined by Alla Harmsworth, Co-Head of Institutional Solutions at AB, who dives into the world of fund selection. Alla introduces Alphalytics, an innovative tool that isolates unique sources of outperformance which cannot be accessed via simple passive strategies to help identify top-performing managers. The conversation delves into the power of diverse and mixed-gender teams, highlighting the benefits of combining different perspectives. Alla's own journey from Russia to Oxford underscores the importance of resilience and a balanced approach that blends data-driven analysis with intuition. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

17. 

    15 Jul 2024

    The Art of Appreciating Market Turning Points - with Caglasu Altunkopru, Head of Macro Strategy—Multi-Asset Solutions

    Discerning market trends is often like appraising a work of art, so how can investors identify turning points across asset classes? Karen is joined by Caglasu Altunkopru, Head of Macro Strategy for AB’s Multi-Asset Solutions team, who explores how she uses analysis of long-term trends and market cycles to guide portfolio decisions. While acknowledging the challenge of precise market timing, she discusses the potential of AI in processing data and adapting investment strategies. Caglasu shares her fascination in solving real world problems by balancing art and science and discusses her experiences in attending an all-girls school, and the importance of women seeing other women in leadership roles. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

18. 

    1 Jul 2024

    A Layer Cake: The Right Mix for a Multi-Asset Recipe - with Defne Ozaltun, Portfolio Manager—Multi-Asset Solutions

    Is the 60/40 portfolio still relevant? Karen is joined by Defne Ozaltun, Portfolio Manager for AB’s Multi-Asset Solutions team, who  says portfolio managers must find a precise mix of ingredients for multi-asset portfolios in evolving markets. Understanding how different income and return sources work together, she explains, is key to building a portfolio that's more than just the sum of its parts. Defne then outlines her three-layer approach to building multi-asset portfolios, emphasizing the power of diversification to meet client goals. She also shares insights into her career journey, highlighting the importance of intellectual curiosity, strategic collaboration and composure during market volatility. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

19. 

    7 May 2024

    What Clients Want, What They Really, Really Want - with Honor Solomon, CEO EMEA & Head of EMEA Retail Sales

    In our inaugural episode, Karen is joined by AB’s Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, who discusses her multifaceted role, emphasizing the importance of chemistry, contacts, and culture in building effective sales teams and client relationships. She highlights the complex nature of multi-asset solutions and the need to simplify these strategies for clients while maintaining robust communication and trust. Honor also reflects on her career journey, advocating for authenticity and the importance of mentorship and sponsorship in professional growth. -------------------------------------------------------------------------------------------------------- For Investment Professional use only.  Not for inspection by, distribution or quotation to, the general public. The value of an investment can go down as well as up and investors may not get back the full amount they invested.  Capital is at risk. Past performance does not guarantee future results. Note to all listeners: The views expressed in this podcast do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.  The views expressed in this podcast may change at any time after the date of this publication. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information does not constitute investment advice and should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are provided solely in the context of the analysis presented and are not to be considered recommendations by AllianceBernstein. AllianceBernstein and its affiliates may have positions in, and may effect transactions in, the markets, industry sectors and companies described herein. Note to listeners in the United Kingdom: This information is published by AllianceBernstein Limited, 60 London Wall, London EC2M 5SJ, registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Note to listeners in Europe: This information is published by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Note to listeners in Australia and New Zealand: This information has been issued by AllianceBernstein Australia Limited (ABN 53 095 022 718 and AFSL 230698). This Information is intended only for persons who qualify as “wholesale clients,” as defined in the Corporations Act 2001 (Cth of Australia) or the Financial Advisers Act 2008 (New Zealand), and should not be construed as advice. No reproduction of the materials in this document may be made without the express written permission of ABAL. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2024 AllianceBernstein L.P.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

11 ratings

Contact Alpha Females—The Multi-Asset Investment Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.