Alpha, Beta and Inflation
 

Asset owners face strategic questions at the nexus of three distinct areas: the capital market outlook, changes in asset managers’ offerings, and how the policy environment is changing the needs and benchmarks of asset owners. Growing constraints on real return generation, diversification challenges, and a shifting dividing line between alpha and beta point to a need to rethink strategic asset allocation. We'll explore these and other topics in this note.

The views expressed herein 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.

References to specific securities are presented to illustrate the application of our investment philosophy only and are not to be considered recommendations by AB. The specific securities identified and described do not represent all of the securities purchased, sold or recommended for the portfolio, and it should not be assumed that investments in the securities identified were or will be profitable.

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