Bernstein

This week, we were delighted to sponsor another Women in Asset Management event alongside Autonomous Research.?It was great to see our London office filled with women (and advocates) at all stages in their careers. This external networking group has grown in reputation to provide a community for women in the investment community that was historically poorly served. Find out more on their LinkedIn: https://lnkd.in/e8PSE8cr

What is the appetite for travel from young consumers, and how will that transform the airline industry in years to come? Senior North America Airlines and Transports Analyst David Vernon and host Diana Gallagher take a step back in time to discuss the history of airlines economics and ask what could be different this time around. David discusses segmentation, loyalty programs, the shift in profits and how this sets the stage for the next cycle and impact on the industry overall. Listen below, or search ‘Bernstein In the Know’ wherever you get your podcasts. Spotify: https://lnkd.in/e2S94uKc Apple: https://lnkd.in/eAjiYgmd

?? Office Update! ? Bernstein’s New York team have now moved into their brand new space, situated on a dedicated floor of the Societe Generale building on 245 Park, New York. Whilst we complete the final touches, discover some of our latest branding to make the floor feel more like home…

This week, and following the opening of Bernstein’s new DIFC branch (our first in the MENA region), we host our first Dubai-based conference, focused around pushing the boundaries in tech. ? Hosted by Mark Moerdler, Mark Shmulik, and Nikhil Devnani, the event will give insight into various themes, including: where the tech industry is going; separating reality from fiction in consumer AI; and Bernstein’s view on disruptive tech, from innovation to monetization.---

What does the future hold for spirits? ? In our latest episode of CEO Unplugged, Bernstein’s Alcoholic Beverages & Cannabis Analyst, Nadine Sarwat travels to the Jack Daniel’s Distillery in Lynchburg, Tennessee, to meet with Brown-Forman's CEO Lawson Whiting. View the trailer below ?

Could there ever be a shift from invasive to non-invasive, accurate health screenings? Eve Burstein, Bernstein's US Life Science Tools & Diagnostics Analyst, joins host Sid Malkani on the podcast this week to discuss the building blocks for helping develop novel therapies and screening for diseases. We touch on genetic testing and its current challenges, the search for new treatments including gene editing, and whether or not the future may include personalised therapies. Listen below, or search ‘Bernstein in the Know’ wherever you get your podcasts. Spotify: https://lnkd.in/e6airQ_v Apple: https://lnkd.in/ebrYDMsH

Today, the Extel results for the 2024 All-America Research Survey have been released, with 17 US research teams placed in elite positions and our sector teams ranked in top-3 positions six times. ?? Robert van Brugge, CEO of Bernstein, comments: “To be recognised once again by Extel and our clients as a leading Wall Street research house in the US edition of this survey is a fantastic achievement. It is a true endorsement of the strength of our client relationships, the caliber of our international research and insights, and our unique capability, as part of the joint venture, to provide market-leading services at scale.” ? We are immensely proud of our teams and a sincere thank you to our clients for their continued trust and support. Find out about our achievements below. ?

Great to see some of our Research Analysts appearing at the Societe Generale Global Markets Conference in Hong Kong to discuss global themes including the impacts of AI.

What does a Gen-Z future mean for investing today? ? Nadine Sarwat (Bernstein’s European & American Alcoholic Beverages, North America Cannabis Analyst) i-s back on the podcast with host Diana Gallagher, this time to discuss the behavioural trends of Gen-Z and Gen-Alpha. Accounting for 35% of the population today, albeit with limited purchasing power, they will one day become the largest consumers in the American economy. We delve into how these two generations differ from prior Americans of similar ages in a bid to understand the future of overall consumption and allocation of time for generations today and tomorrow.? ? Listen below, or search ‘Bernstein in the Know’ wherever you get your podcasts. Spotify: https://lnkd.in/etQphS6p Apple: https://lnkd.in/ekjUarFK

Last week, we hosted Bernstein’s 21st Annual Pan European Strategic Decisions Conference (SDC). Widely considered as one of the industry’s premier generalist conferences, the two days featured our familiar schedule of fireside chats in the main track, alongside an abundance of one-on-one and small group meetings: ? ?? 379 clients attended the SDC this year ?? 76 companies participated in the schedule ?? 369 company meetings were hosted ?? 1,260 client touches delivered across 166 accounts ? Thank you to all investors, corporates and team members who joined us for another successful conference! We look forward to seeing you at one of our future events. [Pictured L-R: Alix Turner (Head of Specialist Sales, Consumer) alongside Trevor Stirling, Bruno Monteyne, Richard Clarke and Nadine Sarwat (Senior Analysts) as part of a Consumer panel discussion]