Portfolio Manager
Karen Watkin
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AB Alpha
Females
The Multi-Asset Investment Podcast
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.
What Clients Want, What They Really Really Want
Honor Solomon, CEO EMEA & Head of EMEA Retail Sales, 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.
EPISODE ONE
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AB Alpha Females
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A Layer Cake: The Right Mix for a Multi-Asset Recipe
COMING 28.07
COMING 11.08
COMING 25.08
COMING 08.09
COMING 22.09
COMING 06.10
ALSO IN THIS SERIES
CLOSE X
COMING 04.08
COMING 18.08
The Art of Appreciating Market Turning Points
COMING 01.09
The Hunt for Alpha: Where and How to Find it
COMING 15.09
Concentrated Portfolios in a World of Narrow Leadership
COMING 29.09
The Changing Face of Credit
COMING 13.10
Behind the Scenes, But Leading The Way
COMING 27.10
Reflections and Revelations: A Season 1 Recap
Is the 60/40 portfolio still relevant? Defne Ozaltun, Portfolio Manager for AB’s Multi-Asset Solutions team, 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.
EPISODE TWO
Discerning market trends is often like appraising a work of art, so how can investors identify turning points across asset classes? Caglasu Altunkopru, Head of Macro Strategy for AB’s Multi-Asset Solutions team, explores how she uses analysis of long-term trends and market cycles to guide portfolio decisions.
EPISODE THREE
What separates fund managers from the pack? Alla Harmsworth, Co-Head of Institutional Solutions at AB, dives into the world of fund selection and 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.
EPISODE FOUR
Cast a broad net or focus on a small number of stocks? Arpita Bhabhera, a Senior Research Analyst at AB, 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.
EPISODE FIVE
Are bonds back? Tiffanie Wong, Director of Fixed Income Responsible Investing Portfolio Management at AB, delves into the resilience of the bond market, considering recent economic headwinds and explores how technology is reshaping investment strategies and the growing importance of ESG factors in assessing creditworthiness.
EPISODE SIX
Given the sophistication of multi-asset portfolios, what challenges do operations teams face in managing them effectively? Jennifer Santangelo, Head of Business Operations—Global Investment Shared Services at AB, unpacks the complex interplay of portfolio management, operations and technology and discusses the intricacies of building and managing multi-asset businesses.
EPISODE SEVEN
Karen Watkin, Portfolio Manager—Multi-Asset Solutions reflects on the key themes that have been discussed on AB Alpha Females, and celebrates the inspiring journeys of women in asset management who are breaking barriers and shaping the industry’s future. Karen also offers a comprehensive perspective on the challenges and opportunities that lie ahead.
EPISODE EIGHT
