Monika Carlson | Context: The AB Blog

April 28, 2023

US Commercial Real Estate Outlook: Seeking Calmer Waters in Quality

by Marshall Glick, Eric Goldstein, Monika Carlson

Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk.

Fixed Income, Income, Invest for Efficient Income

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September 21, 2022

US Housing Outlook: Rates and Supply in Tug of War

by Michael S. Canter, Monika Carlson

With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high?

Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates

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September 17, 2021

Hidden Dangers: Navigating Climate Risks in CMBS

by Monika Carlson, John Huang

Successful CMBS investments depend on property values, but investors have been overlooking a swath of potential hazards. It’s time for climate risks to join the discussion.

Climate Change, Fixed Income, Invest for Efficient Income, Responsible Investing/ESG

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April 20, 2021

Will the Hot US Housing Market Continue?

by Michael S. Canter, Monika Carlson

The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market?

Coronavirus, Fixed Income, Rising Rates

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July 06, 2020

The Credit Barbell Isn’t Broken. Here’s Why.

by Matthew Sheridan, Monika Carlson

Even with today’s low yields, credit barbell strategies can still meet their objectives of downside protection, upside participation and efficient income.

Fixed Income, Low-Yield Environment, Volatility

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May 21, 2020

Credit Risk-Transfer Securities: Finding the Way Forward

by Monika Carlson

Despite its recent rebound, CRTs’ recovery continues to trail the sharper recovery of other markets. This suggests the sector has more upside potential.

Coronavirus, Fixed Income, Volatility

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September 11, 2019

Income Investing When (Trade) Tensions Run High

Trade tensions—and the volatility they bring—are forcing investors to think about new ways to generate low-volatility income. A mortgage income strategy that balances high-quality securities with historically high-returning ones can help

Fixed Income, Volatility

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December 17, 2018

Is the US Housing Market Headed for a Correction?

by Michael S. Canter, Monika Carlson

The median price of a US single-family home has risen just over 40% since the last housing-market crash. While newspaper headlines may put readers on edge, our analysis indicates a gradual slowdown, not a bursting bubble—in most regions.

Alternatives, Fixed Income

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February 20, 2018

Why Rising Rates Aren’t a Disaster for Bonds

by Matthew Sheridan, Monika Carlson

Bond investors get anxious when rates rise suddenly, as Treasury yields have recently. But if your investment horizon is longer than a few months, rising rates are nothing to be afraid of.

Emerging Markets, Fixed Income, Volatility

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January 17, 2018

Will Tax Reform Derail CRTs? Don’t Bet on It

by Michael S. Canter, Monika Carlson

Investors seeking floating interest-rate exposure and high yields are increasingly turning to credit risk–transfer securities (CRTs), a fairly new type of mortgage-backed bond. But could US tax-code changes hurt the housing market and, by extension, CRTs? We don’t think so.

Alternatives, Fixed Income

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US Commercial Real Estate Outlook: Seeking Calmer Waters in Quality

by Marshall Glick, Eric Goldstein, Monika Carlson

Fixed Income, Income, Invest for Efficient Income

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US Housing Outlook: Rates and Supply in Tug of War

by Michael S. Canter, Monika Carlson

Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates

SHARE

Hidden Dangers: Navigating Climate Risks in CMBS

by Monika Carlson, John Huang

Climate Change, Fixed Income, Invest for Efficient Income, Responsible Investing/ESG

SHARE

Will the Hot US Housing Market Continue?

by Michael S. Canter, Monika Carlson

Coronavirus, Fixed Income, Rising Rates

SHARE

The Credit Barbell Isn’t Broken. Here’s Why.

by Matthew Sheridan, Monika Carlson

Fixed Income, Low-Yield Environment, Volatility

SHARE

Credit Risk-Transfer Securities: Finding the Way Forward

by Monika Carlson

Coronavirus, Fixed Income, Volatility

SHARE

Income Investing When (Trade) Tensions Run High

by Monika Carlson

Fixed Income, Volatility

SHARE

Is the US Housing Market Headed for a Correction?

by Michael S. Canter, Monika Carlson

Alternatives, Fixed Income

SHARE

Why Rising Rates Aren’t a Disaster for Bonds

by Matthew Sheridan, Monika Carlson

Emerging Markets, Fixed Income, Volatility

SHARE

Will Tax Reform Derail CRTs? Don’t Bet on It

by Michael S. Canter, Monika Carlson

Alternatives, Fixed Income

SHARE

by Marshall Glick, Eric Goldstein, Monika Carlson

Fixed Income, Income, Invest for Efficient Income

SHARE

by Michael S. Canter, Monika Carlson

Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates

SHARE

by Monika Carlson, John Huang

Climate Change, Fixed Income, Invest for Efficient Income, Responsible Investing/ESG

SHARE

by Michael S. Canter, Monika Carlson

Coronavirus, Fixed Income, Rising Rates

SHARE

by Matthew Sheridan, Monika Carlson

Fixed Income, Low-Yield Environment, Volatility

SHARE

by Monika Carlson

Coronavirus, Fixed Income, Volatility

SHARE

by Monika Carlson

Fixed Income, Volatility

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by Michael S. Canter, Monika Carlson

Alternatives, Fixed Income

SHARE

by Matthew Sheridan, Monika Carlson

Emerging Markets, Fixed Income, Volatility

SHARE

by Michael S. Canter, Monika Carlson

Alternatives, Fixed Income

SHARE

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