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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 and are subject to change over time.
Current analysis does not guarantee future results.
TWh: terawatt-hour
*Global Energy Perspective 2023, McKinsey & Company, October 18, 2023; Annual Energy Outlook 2023, U.S. Energy Information Administration,
March 16, 2023.
As of September 30, 2024
Source: Bloomberg, Electric Reliability Council of Texas, Morgan Stanley, U.S. Energy Information Administration, McKinsey & Company, NextEra Energy and AllianceBernstein (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.
Jody Gunderson is a Managing Principal and member of the Investment Committee for AB CarVal, responsible for leading the firm’s investment strategy and management, as well as its global loan portfolios and clean energy businesses. In addition, she manages investments in asset-backed securities globally, including residential mortgage-backed securities, commercial mortgage-backed securities and collateralized loan obligations. Prior to joining AB CarVal in 1994, Gunderson was a manager in the financial services practice of PricewaterhouseCoopers, where she served investment fund, commercial banking and thrift clients. She holds a BS in business from the University of Minnesota and is a Certified Public Accountant (inactive). Location: Minneapolis
Xiaoyu Gu is a Vice President and Managing Director for AB CarVal, where she is responsible for clean energy investments in North America. Prior to joining AB CarVal in 2013, Gu worked at Credit Suisse. She holds a BA from Harvard College, an AM from Harvard Kenneth C. Griffin Graduate School of Arts and Sciences, an MBA from Harvard Business School and a JD from Harvard Law School. Location: Minneapolis