John Huang, CFA
19 Years at AB|24 Years of Experience
John Huang is a Senior Vice President and AB’s Director of Responsible Investments, Data and Technology on the Responsibility team, where he partners with our Technology and Operations team to develop and execute on our strategy for ESG data, technology and analytics across the firm. This is an expansion of his role as director of Fixed Income Responsible Investing, Data and Technology. Huang previously spent eight years as a research analyst for Commercial Real Estate Credit Research within the Securitized Assets Research team, covering commercial mortgage-backed securities in support of the firm’s global fixed-income portfolios. Prior to that, he was an associate portfolio manager on the Fixed Income Multi-Sector team, serving US Core and Core Plus clients. Huang joined AB in 2005 as an attribution analyst and developed the firm’s proprietary fixed-income attribution platform. Prior to that, he worked as a performance analyst at UBS. Huang holds a BS in finance and information technology and an MBA from the State University of New York, Binghamton. He also holds a Series 7 and 63 license and is a CFA charterholder. Location: New York
Published Work
Investors need to understand the potential physical damage from natural hazards before they can assess their financial implications.
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 CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next "big short". But the narrative of the dying regional mall conceals other realities. In fact, the American mall is evolving to meet modern consumer demands. And thanks to the specific property composition of the CMBX.6, the loan losses in its collateral pool will likely be modest. As a result, returns on the CMBX.6 are likely to be far higher than short sellers expect. In this paper, we present the powerful research that illuminates our view.