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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. Views are subject to revision over time.
Historical analysis does not guarantee future results.
Through December 31, 2023
Source: Broadridge, US Federal Reserve and AllianceBernstein (AB)
Historical analysis does not guarantee future results.
Average is based on the following dates of first Fed rate cuts: September 20, 1984; June 7, 1989; July 6, 1995; January 3, 2001; September 18, 2007; and August 1, 2019.
As of December 31, 2023
Source: Bloomberg, US Federal Reserve and AB
Historical analysis does not guarantee future results.
Through December 31, 2023
Source: Bloomberg
Current analysis and forecasts do not guarantee future results.
As of December 31, 2023
Source: Bloomberg
For illustrative purposes only. Current analysis does not guarantee future results.
Simplified analysis assumes current starting yields and durations of indices shown and parallel shifts along the US Treasury yield curve. Indices: Bloomberg US Treasury Bellwethers: 10-Year; Bloomberg US Aggregate Bond Index; Bloomberg US Corporate Investment Grade Index; Bloomberg US Corporate High Yield Index; and Bloomberg US Aggregate Securitized—MBS
As of December 31, 2023
Source: Bloomberg, J.P. Morgan, US Federal Reserve Board 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. Views are subject to revision over time.
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
This is a marketing communication. This information is provided by AllianceBernstein Schweiz AG, Zürich, a company registered in Switzerland under company number CHE-306.220.501. AllianceBernstein Schweiz AG is a financial service provider within the meaning of the Financial Services Act (FinSA) which is not subject to any prudential supervision in Switzerland. Further information on the company, its services and products, in accordance with Art. 8 FinSA can be found on the Important Disclosures page at www.alliancebernstein.com. It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment nor is it a recommendation to subscribe to a financial service. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk. Past performance does not guarantee future results.
This information is directed at Qualified Investors only and is not intended for public use.