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Historical analysis does not guarantee future results.
Through March 31, 2023
Source: LSEG Datastream
Historical analysis does not guarantee future results.
Through July 31, 2023
Source: LSEG Datastream and AB
The views expressed herein do not constitute research, investment advice or trade recommendations, and do not necessarily represent the views of all AB portfolio-management teams and are subject to change over time.
Eric Winograd is a Senior Vice President and Director of Developed Market Economic Research. He joined the firm in 2017. From 2010 to 2016, Winograd was the senior economist at MKP Capital Management, a US-based diversified alternatives manager. From 2008 to 2010, he was the senior macro strategist at HSBC North America. Earlier in his career, Winograd worked at the Federal Reserve Bank of New York and the World Bank. He holds a BA (cum laude) in Asian studies from Dartmouth College and an MA in international studies from the Paul H. Nitze School of Advanced International Studies. Location: New York
Kevin Tomassetti is a Senior Vice President and the Director of US High Yield Credit Research. Tomassetti covers the High Yield chemicals, paper and packaging, consumer, retail and food sectors, and also sits on the firm’s CLO Investment Committee. Prior to joining the firm in 2011, he spent seven years at J.P. Morgan, where he held numerous positions, including roles in the firm’s high-yield research and structured credit trading groups. Tomassetti holds a BS in finance and marketing from Syracuse University and is a CFA charterholder. Location: New York
The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Inigo Fraser-Jenkins | March 10, 2025After the trade war’s opening salvoes, tensions seem set to last for some time.
Eric Winograd | February 04, 2025