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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 and current analyses do not guarantee future results.
Dotted lines denote provisional and forecast data.
Actual data as of September 30, 2023
Source: European Commission
Historical and current analyses do not guarantee future results.
As of January 31, 2024
Source: S&P Global Ratings
Historical and current analyses do not guarantee future results.
As of January 31, 2024
Source: Bloomberg, European Central Bank 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.
Sandra Rhouma is a Vice President and European economist on the Fixed Income team. Previously, she was a global economist and strategist at Millennium Global Investments, a London-based currency investment manager. From 2019 to 2022, Rhouma worked for the European Central Bank as a banking supervision analyst before moving into a US economist position. She holds a PhD in economics from the University of Surrey and a master’s degree from Paris 1 Panthéon-Sorbonne. Location: London
John Taylor is Head of European Fixed Income and Director of Global Multi-Sector at AB. He is a senior member of the Global Fixed Income, UK and European Fixed Income, and Absolute Return portfolio-management teams. Prior to this, Taylor was responsible for the management of single-currency portfolios. He joined the firm in 1999 as a fixed-income trader and was named in Financial News’s 40 Under 40 Rising Stars in Asset Management in 2012. Taylor holds a BSc (Hons) in economics from the University of Kent. Location: London
Nicholas Sanders is a Vice President and Portfolio Manager at AB, and a member of the Global Fixed Income, Absolute Return, UK Fixed Income and Euro Fixed Income portfolio-management teams. Since 2013, he has been responsible for the analysis of sovereign and other liquid markets globally, with a focus on the European market. Prior to that, he worked as an associate portfolio manager on the Asian Fixed Income team, where he was responsible for analysis of and trade execution for local and global fixed-income markets. Sanders joined AB in 2006, and served as team leader of Servicing & Controls within the Australian & New Zealand Operations Group. Before joining the firm, he worked in both Australia and London as a pricing and valuation analyst. Sanders holds a BBus in economics and finance from the Royal Melbourne Institute of Technology (RMIT) and is a CFA charterholder. Location: London