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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
Are bond investors overlooking an attractive opportunity?
Monika Carlson | 12 February 2025The evolving high-yield markets make the case for a global, multi-sector approach to generating income.
Gershon Distenfeld, Fahd Malik, Monika Carlson | 03 February 2025Investors may find better opportunities when they apply a wider lens.
Monika Carlson, Fahd Malik | 17 January 2025Investors in US fixed-income markets may want to strike while the iron is hot.
Gershon Distenfeld, Fahd Malik, Monika Carlson | 25 November 2024We demystify the credit risk transfer securities market.
Monika Carlson | 22 April 2024Investors who wait too long to get off the sidelines may find they’ve missed out.
Monika Carlson | 24 January 2024The 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.
Matthew Sheridan, Monika Carlson | 12 September 2023Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk.
Marshall Glick, Eric Goldstein, Monika Carlson | 28 April 2023With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high?
Monika Carlson, Michael S. Canter | 21 September 2022Successful 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.
John Huang, Monika Carlson | 17 September 2021Despite its recent rebound, CRTs' recovery continues to trail the sharper recovery of other markets. This suggests the sector has more upside potential.
Monika Carlson | 20 May 2020Bond 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.
Monika Carlson, Scott DiMaggio, Gershon Distenfeld | 10 January 2020Trade 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
Monika Carlson | 11 September 2019The 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.
Michael S. Canter, Monika Carlson | 17 December 2018Bond 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.
Matthew Sheridan, Monika Carlson | 19 February 2018Investors 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.
Michael S. Canter, Monika Carlson | 16 January 2018