Amidst Corporate Turbulence, Can Securitized Offer a Port in the Credit Storm?

Listen to Dave Goodson, Head of Securitized Fixed Income and Jeff Dutra, Senior Portfolio Manager – Mortgage-Backed Securities as they discuss opportunities across the securitized credit universe.

Host: Voya Investment Management & RIA Database
Location: Webcast
Date:
March 27, 2020, 12:00 - 1:00PM EDT

An unprecedented flight to cash in response to worldwide concerns over the coronavirus (COVID-19), compounded by the energy price war between Saudi Arabia and Russia has triggered some of the largest spread widening across securitized sectors since the 2008 crisis. In the securitized space, where every CUSIP has a story, the uniqueness of each bond brings complexity and amplifies opportunities in times of market turbulence.

Listen to the discussion on opportunities across the securitized credit universe. Topics covered:

  • Our take on the current backdrop for the agency mortgage-backed securities market, the potential impact from recent actions by the Federal Reserve, and what investors should be looking for as they evaluate the agency mortgage-backed securities space.
  • Our views on the backdrop across the sub-sectors of securitized credit – including non-agency residential mortgage-backed securities (both legacy and CRTs), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS) and collateralized loan obligations (CLOs).
Lake with Mountains and Climbers