Bernstein

With this year marking Zara’s 50th birthday, European Retail Analyst William Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve into Zara, which has arguably the most unique consumer business model in the world, and how it is as relevant now as it was 50 years ago. Plus, we look at the rise of disruptor brands including Shein and Temu, Inditex’s successes and failings over the past 50 years, and how it is likely Zara will still be relevant 50 years from now... Spotify: https://xmrrwallet.com/cmx.plnkd.in/eWJGsd8f Apple: https://xmrrwallet.com/cmx.plnkd.in/ezWwCwGw Available on all major streaming platforms.

We are delighted to announce Bernstein’s success at our first UK Corporate Games. As well as taking home Gold in the Women's Bowling Doubles, we also entered teams in the Mixed Touch Rugby, Karting and Men's Football. Held at the University of Leeds last weekend, the Corporate Games is a two-day multi-sport festival for businesses from across the country. With the squad having a great weekend with lots of opportunities for internal team building across functions, we hope to participate next year with an expanded cohort! 🏆 #BeWell

Our London office is delighted to welcome our 2025 summer intern class. Over the coming weeks, the team of eight will be working closely with their allocated teams (across Research, Sales and Trading) and on individual projects, as well as participating in our Learning@Bernstein summer school curriculum. We look forward to seeing them flourish! #BernsteinOnBoard

🎙️Impossible. Possible - Listen to the testimony of Seth P. Bernstein, AllianceBernstein   "For a series of perfectly superficial reasons, I decided I wanted to become a banker, which I did for 18 years. In 2002, my company was bought out, and I became a fund manager. A big change and a huge responsibility: our clients entrust us with their assets and savings." 🎧Listen to the full podcast➡️ https://xmrrwallet.com/cmx.plnkd.in/egD7AEgY

As humans plan to electrify the economy, we are also undergoing a massive energy transition, moving away from emissions-based energy sources to green sources.   US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear. Bob walks us through a brief history of Nuclear power, what he sees into terms of supply and demand, the market for uranium and some key players in the space.     Spotify: https://xmrrwallet.com/cmx.plnkd.in/ebcs8CbJ Apple: https://xmrrwallet.com/cmx.plnkd.in/eXfCQVfp Available on all major streaming platforms.

Please join us in welcoming Cristian Rios, who joins Bernstein as Senior Analyst covering US Beverages, Household & Personal Care Products. Cristian joins us with nearly two decades of deep experience across the consumer sector, leading ecommerce and online strategy at two of the largest companies in his sector, founding an ecommerce start-up, and, earlier in his career, consulting across the consumer sector for nearly a decade. Most recently, Cristian was the SVP, Global Online Strategy and Acceleration at a multinational cosmetics company, where he built a global team of growth marketers and redefined the company’s ecommerce operating model. This addition to our research team reflects Bernstein's commitment to acquiring key sector experience and industry talent. Cristian’s blend of strategic, operational, and digital expertise will deepen our research coverage in critical consumer categories and enhance our ability to deliver differentiated, forward-looking insights. #BernsteinOnBoard

We are delighted to have been able to support such a good cause – it’s easy to forget that not everyone has access to clean water, and we hope our donations can help contribute to change. #WaterAid #BeCause

Last week, we hosted the 3rd Bernstein University Malaysia Edition in Kuala Lumpur – an exclusive educational event designed to equip investors with insights into global and regional trends shaping markets and industries. The event featured Bernstein experts Eunice Lee and Ayush Hulkunte Nagaraj, alongside guest speakers Wei Yao from Societe Generale and Ryan Foo from Autonomous. Topics discussed spanned a range of timely themes, including Geopolitics and Macro, Future of Tech in Autonomous Driving, Financial Fundamentals, Generative AI in Asset Management, and Market Technical Analysis.   This event is part of the Bernstein University series, which reflects the strength of our joint venture. Together, we are committed to delivering differentiated insights and creating impactful experiences for investors in key markets like Malaysia.   #BestofBernstein

We're thrilled to announce the recent release of our latest edition of Bernstein Trading Insights – Navigating the Maze of Asian Markets. This publication takes a rigorous analytical perspective on the equity markets of the APAC region with particular focus on the nuanced market structures of India and Japan, using data-driven clustering to expose liquidity trends and microstructure insights. As we look ahead, Jonathan Green, Head of Trading (APAC) shares: “With the highly fragmented nature of APAC equity markets requiring a country-specific approach to execution, at Bernstein we are seeking to assist our clients in navigating these regional complexities. Through clustering analysis, we provide a granular understanding of market microstructures which enable strategies to adjust for bespoke liquidity conditions and volatility profiles and empower our clients with actionable insights and adaptable techniques in achieving their execution requirements.”   This paper marks the first instalment in a broader series. Forthcoming publications will extend the analysis to other key APAC markets, including China, Hong Kong, South Korea, Taiwan, Singapore, and Thailand- further enriching our understanding of regional market structure and trading dynamics. Stay tuned!   #BestofBernstein #TradingInsights

Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you pay is adjusted accordingly. For our latest episode of In the Know, we welcome new host Patrick Robinson alongside Global Hotels & Leisure Analyst Richard Clarke. We delve into the opportunities AI presents for hotels, cruises and online travel agencies, for instance, how tech can assist with everything from initial holiday planning, personalisation, price management and sustainability efforts – and ultimately, how these advancements may affect these industries’ bottom lines.   Spotify: https://xmrrwallet.com/cmx.plnkd.in/euB2ZK5q Apple: https://xmrrwallet.com/cmx.plnkd.in/eZEZAzFs Available on all major streaming platforms.