Tag: MBS

Asset Allocation January 18, 2023

Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios

The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.

Asset Allocation June 29, 2022

Aeon survey finds 63% will opt for residential and commercial real estate bonds, reversing a downtrend.

Asset Allocation August 25, 2021

The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.

Research July 12, 2021

The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.

Asset Allocation March 23, 2021

These bonds, undergirded by pools of home loans, benefit from the zest to nest, federal support, and other forces.

Asset Allocation February 18, 2021

They have lower volatility and often better returns than corporates, a study by the Gundlach firm concludes.

June 9, 2020

MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?