Global Equity Market and Investment Podcast

About Global Equity Market and Investment Podcast

What are the big issues that equity investors are talking about? To help decipher the trends driving stocks, companies and markets, listen to our monthly podcast with Dev Chakrabarti, Chief Investment Officer - Concentrated Global Growth. In each episode, Dev and the team take stock of the markets based on their experiences managing portfolios and meeting with companies, and provide insight on portfolio positioning in light of macroeconomic trends and corporate earnings news.

Publisher

AllianceBernstein

Category

business

Language

en

Explicit

No

First episode

18 Oct 2022

Latest episode

12 Mar 2025

Latest episodes

35 episodes in the feed.

1. 

   12 Mar 2025

   A Top-Down View of Policy Change for Stock Pickers - 12 March 2025

   A Top-Down View of Policy Change for Stock Pickers President Trump’s policies on tariffs, immigration and defense have fueled volatility in equity markets. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, survey key top-down policy risks as well as developments in the technology sector, and discuss the features of companies that have what it takes to overcome an uncertain macro environment. 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.

2. 

   14 Feb 2025

   From Tariffs to AI: What Does It All Mean for Equity Markets? - 14 February 2025

   In the first weeks of 2025, global equity markets have been rattled by President Trump’s tariff plans and dramatic developments in artificial intelligence. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, talk about how investors can address these twin uncertainties and the potential effects on companies and markets. 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.

3. 

   16 Jan 2025

   Three Big Issues for Equity Markets in 2025 - 16 January 2025

   Equity investors begin the new year as big changes sweep through the global macroeconomic and market landscape. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss how market concentration, new US policies and interest rates could shape returns for markets and companies, and explain what investors should do to navigate the many uncertainties 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.

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

3.7 / 5

3 ratings

Podcast Authority Score: 23 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

26

Social presence

0

YouTube

0

Engagement

50

Contact Global Equity Market and Investment Podcast

Guest appearances

Does not typically book guests

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