Do You Have 2020 “Risk” Vision?

Now more than ever, your clients need you to see the risks and opportunities that lie ahead

For the last few years, you’ve been guiding your clients through a minefield of historically low interest rates, asset valuations wildly out of sync with economic fundamentals, trade wars and growing geopolitical risks.

These formidable challenges now seem almost pale in comparison to those posed by the novel coronavirus, COVID-19.

As we’ve always said, we don’t have a crystal ball at AllianceBernstein. The nature and scale of this particular risk, and its potential to cause economic damage, were neither the biggest nor darkest clouds on our risk horizon.

And that’s why, long before the virus appeared, we were stressing the importance of having a “2020 Risk Vision”.

Because managing investment risk isn’t about knowing precisely which risk will hurt most; it’s about understanding the potential for all risks―known and unknown―to inflict pain on your clients’ portfolios, and it’s about planning accordingly.

It’s true that the investment strategies that support our risk vision have felt the impact of the extraordinary market events and economic dislocation caused by COVID-19.

It’s equally true that, because they are actively managed, unfettered by market benchmarks and driven by robust stock- and security-selection methodologies, they are better suited to volatile market conditions than many other strategies.

For that reason, they are potentially positioned to perform well as the markets and the global economy recover. You can access our latest and frequently updated research insights and investment commentaries related to the crisis here.

COVID-19 is, of course, more than anything, a humanitarian crisis. That will be uppermost in your mind and the minds of your clients. For many of them, their portfolios and the market and economic outlook will be only one worry among many.

At AB, we hope that our forward-thinking risk vision and the strategies behind it will give you and your clients sufficient piece of mind to focus now on the things that really matter and, in time, to look again to the future―and their investments―with confidence.

Volatility

Our volatility strategy aims to reduce the volatility in your clients’ portfolios to below market levels while also giving them benchmark returns above the index.

Core Equity

Our core equity strategy has achieved above-market returns for years by focusing on stock selection and minimizing unintended portfolio risks.

Fixed Income

A fixed-income strategy which aims to beat cash returns by being global, multi-sector and benchmark-agnostic.

Our 2020 Team

Stephen Nguyen
Stephen Nguyen
Regional Director, Retail
0400 098 580

stephen.nguyen@alliancebernstein.com Email

David Blair
David Blair
Regional Director, Retail
0410 484 389

david.blair@alliancebernstein.com Email

Mark Williams
Mark Williams
Managing Director—Asia Pacific Consultant Relations
For research and consulting inquiries:
02 9255 1271

mark.williams@alliancebernstein.com Email

Jared Costa
Jared Costa
Client Manager—Accounts & Platforms
For platform inquiries:
03 8630 2203

jared.costa@alliancebernstein.com Email

Ben Moore
Ben Moore
Managing Director
0439 988 839

benjamin.moore@alliancebernstein.com Email