Inigo Fraser-Jenkins

Inigo Fraser Jenkins, a strategist at Alliance Bernstein, dives into the shifting tides of global finance. He discusses the ramifications of increasing debt loads, the impact of AI on the economy, and the challenges posed by de-globalization. Inigo highlights how these factors could alter the U.S. dollar's dominance and what that means for investors. He also emphasizes the necessity for fresh strategies in an era marked by volatility and inflation, urging listeners to rethink their approach to asset allocation amidst these transformations.

Inigo Fraser-Jenkins, a quantitative strategist at Bernstein Research, and Aaron Brown, a professor at NYU's Math Institute and financial market expert, engage in a riveting debate about the future of quant investing. They discuss the recent struggles of traditional strategies in a changing market and whether these methods can still identify undervalued stocks. The conversation also delves into the impact of inflation on investments and the necessity for innovative approaches amid economic uncertainties. Can quant strategies adapt, or are they fading into the past?