Historical analysis and current forecasts do not guarantee future results.
As of June 30, 2023
Source: Bloomberg and Federal Reserve
Current analysis does not guarantee future results.
Through July 31, 2023
Source: Bloomberg, Office for National Statistics 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.
When Senior Vice President and Portfolio Manager Matthew Sheridan joined AB in 1998, he'd been drawn by its reputation for fundamental research. That commitment to rigor on both the fundamental and quantitative side remains front and center at AB today. As a Portfolio Manager for Income Strategies, Sheridan has been instrumental in evolving AB's investment practice to manage risk and intentionally build global and multi-sector portfolios that are generally currency hedged and focus on delivering a high level of income consistently over the long term.
Sheridan's investment philosophy centers on a research-driven, global and multi-sector approach to portfolio construction in the quest to provide clients with a high level of income. This necessitates an intense focus on using technology to weed out unattractively priced bonds, and team collaboration to reduce idiosyncratic risk.
"We want to work well together," Sheridan says of his team. "It's not one person picking bonds in a silo," For him, AB's solid process, its focus on tech, and its long-term view create more opportunities for alpha and differentiate AB from its peers.
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