Global markets have flipped the script, with value, international, and asset‑heavy businesses powering ahead while traditional U.S. market leaders lose momentum.

In this episode, David Wong, AB's Global Co-Head of Equity Business Development, unpacks why "HALO" companies are being re‑rated, how AI is reshaping market defensiveness, and what rising geopolitical and energy risks mean for 2026. Tune in to hear where investors may find real resilience in a volatile year.

In this episode, we speak with Kent Hargis Chief Investment Officer of AB's Strategic Core Platform. We ask Kent about the performance of quality stocks in 2025 and the likely impact of the geopolitical tension on defensive equities.

In this episode, we speak with Souheir Asba, AB's Vice President and Portfolio Manager for Investment Grade Credit.

This is Souheir's first visit to AB Australia and she talks with us about her background as a geospatial engineer and how she came to work in finance.

We also discuss her outlook for fixed income, her views on AI, and where she sees the most value and opportunity in the market.

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.