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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.
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20 Years Ending February 28, 2019
As of February 28, 2019
Historical analysis does not guarantee future results.
Aggregate is represented by the Bloomberg Barclays US Aggregate Bond Index; US Treasuries is represented by the Bloomberg Barclays US Treasury Index; high yield is represented by the Bloomberg Barclays US High-Yield 2% Issuer Capped Index; high yield ex CCCs is represented by the Bloomberg Barclays US High-Yield Ba/B
2% Issuer Capped Index; risk-managed barbell is represented by 50% US Treasuries and 50% high yield ex CCCs—rebalanced monthly; risk-weighted barbell is represented by 65% US Treasuries and 35% high yield—rebalanced monthly. The data points represent 20 years annualized.
Source: Bloomberg Barclays 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.
Matthew Sheridan is a Senior Vice President and Portfolio Manager at AB, primarily focusing on the Income Strategies portfolios. He is a member of the Global Fixed Income, Global High Income and Emerging Market Debt portfolio-management teams. Additionally, Sheridan is a member of the Rates and Currency Research Review team and the Emerging Market Debt Research Review team. He joined AB in 1998 and previously worked in the firm’s Structured Asset Securities Group. Sheridan holds a BS in finance from Syracuse University. He is a CFA charterholder. Location: New York