Monika Carlson
17 Years at AB|21 Years of Experience
Monika Carlson is a Managing Director, Senior Investment Strategist, and Head of the Income and Systematic platforms for the Fixed Income Business Development team. She is responsible for leading a team of investment strategists and product managers and for driving growth efforts on AB’s fixed-income platform. Additionally, as part of her client-facing role, Carlson represents AB’s market views and portfolio strategies to clients, prospects and consultants globally. She has held several roles at AB, including as the head of the Global Offshore Retail Platform in Product Management. Prior to joining AB in 2007, Carlson worked at Neuberger Berman. She holds a BBA in finance from Baruch College at the City University of New York and is a CFA charterholder. Location: New York
Published Work
Are bond investors overlooking an attractive opportunity?
The evolving high-yield markets make the case for a global, multi-sector approach to generating income.
Investors in US fixed-income markets may want to strike while the iron is hot.
We demystify the credit risk transfer securities market.
Investors who wait too long to get off the sidelines may find they’ve missed out.
The 10-year Treasury yield has climbed steadily over the past two years. But we believe fixed-income investors should be prepared for lower yields ahead.
Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk.
With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high?
Successful CMBS investments depend on property values, but investors have been overlooking a swath of potential hazards. It's time for climate risks to join the discussion.
The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market?
Even with today's low yields, credit barbell strategies can still meet their objectives of downside protection, upside participation and efficient income.
Despite its recent rebound, CRTs' recovery continues to trail the sharper recovery of other markets. This suggests the sector has more upside potential.
Bond yields are low, geopolitical risk is rising and the economic outlook is uncertain. This could create some challenges for investors who rely on their fixed-income allocation to provide income, returns, stability and diversification against equity risk. But we think investors can still fortify their fixed-income allocations in a way that increases return potential without an excessive increase in risk.
Trade tensions—and the volatility they bring—are forcing investors to think about new ways to generate low-volatility income. A mortgage income strategy that balances high-quality securities with historically high-returning ones can help
The median price of a US single-family home has risen just over 40% since the last housing-market crash. While newspaper headlines may put readers on edge, our analysis indicates a gradual slowdown, not a bursting bubble—in most regions.
Bond investors get anxious when rates rise suddenly, as Treasury yields have recently. But if your investment horizon is longer than a few months, rising rates are nothing to be afraid of.
Investors seeking floating interest-rate exposure and high yields are increasingly turning to credit risk-transfer securities (CRTs), a fairly new type of mortgage-backed bond. But could US tax-code changes hurt the housing market and, by extension, CRTs? We don't think so.