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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 and current forecasts do not guarantee future results.
*Inflation expectations measured by breakevens on Treasury inflation-protected protected securities.
Through December 31, 2023
Source: Bloomberg and AllianceBernstein (AB)
Current analysis does not guarantee future results.
Information ratio reflects excess returns divided by the volatility of those returns relative to the three-month T-bill.
US Aggregate represented by the Bloomberg Barclays US Aggregate Index.
As of December 31, 2023
Source: Bloomberg and AB
Historical analysis and current forecasts do not guarantee future results.
Real yields represented by 10-year TIPS.
Projected GDP growth represents US Bureau of Labor Statistics 10-year annualized estimate of 1.9%.
Through December 31, 2023
Source: Bloomberg, US Bureau of Labor Statistics 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.
Serena Zhou is a Senior Vice President and Portfolio Manager in the Fixed Income US Multi-Sector Group. Previously, she was a portfolio analyst in AB's Global Multi-Sector Group in 2020 and a quantitative analyst in the Fixed Income Quantitative Research Group from 2013 to 2019. Prior to joining the firm in 2013, Zhou was an associate director in the Quantitative Research Analytic Group at S&P Global, where she was responsible for quantitative research in corporate and government rating and built the Market Derived Signal Model. Before that, Zhou worked as a quantitative derivatives analyst at ING. She received a BS in statistics from People's University of China, Beijing, in 2008 and an MS in computational finance at Carnegie Mellon University in 2009. Zhou is a CFA charterholder. Location: New York
AJ Rivers is a Senior Vice President and Head of US Retail Fixed Income Business Development. Prior to joining AB in 2022, he was the director of Product Strategy at Lord Abbett. Throughout his career, Rivers has been directly involved in the rates and credit markets, and has directed the product development and competitive positioning of investment strategies in traditional and alternative assets. He has held roles in trading, risk management, portfolio analytics and product strategy. Rivers attended the McDonough School of Business at Georgetown University and graduated from the University at Buffalo for undergrad. He is a CFA charterholder, a Financial Risk Manager (FRM) and a Chartered Alternative Investment Analyst (CAIA). Location: Nashville
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