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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.
Historical analysis does not guarantee future results.
Months of supply as of February 28, 2020; inventory per household as of December 31, 2019.
Source: National Association of Realtors, US Census Bureau and AllianceBernstein(AB)
Historical analysis does not guarantee future results.
First display as of March 31, 2020; second display as of May 15, 2020
*Based on AB’s proprietary model forecast expectations of losses on STACR 2016-HQ83, which is a pool of mortgages that consists of loans with loan-to-value ratio is greater than 80%. Spreads assume conditional repayment rate of 10%
Sources: BofA Global Research, ICE Data Indices, LLC, Markit, S&P LCD and Alliance Bernstein (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.
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