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 por... more
Publishes | Monthly | Episodes | 25 | Founded | 2 years ago |
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Number of Listeners | Categories | BusinessInvesting |
New US tariffs on certain Chinese imports have added another risk factor into the mix for equity investors. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, explain how equity investors ... more
Global stocks rallied in the first quarter, even as expectations of interest-rate cuts receded. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, say markets now see higher rates as a ... more
Buoyant equity markets in the first quarter have been driven by strong earnings for technology companies, while consumer staples stocks underperformed. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Resea... more
Nobody knows when it will happen, but equity investors are eagerly awaiting interest rate cuts, which could help buoy markets. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, say they’r... more
Global equity markets were driven last year by a small number of US megacap stocks that benefited from excitement over AI. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jennifer Wong, Senior Research Analyst, discuss the... more
From AI to interest rates, equity markets have been subject to complex forces in 2023. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, survey the outlook for equities, by looking at gro... more
As earnings season unfolds, companies that miss expectations are seeing their share prices get hit particularly hard. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Jen Wong, Senior Research Analyst, explain why investors... more
Global equity markets retreated in September as investors grappled with market and macroeconomic uncertainties. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and Arpita Bhabhera, Research Analyst, discuss the tension between... more
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Listeners per Episode | Gender Skew | Engagement Score | |||
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Primary Location | Social Media Reach |
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this podcast launched 2 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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