Fixed Income Blog

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June’s Agency Mortgage Market Changes: What Investors Need to Know

Fannie Mae and Freddie Mac are finally creating a joint operational platform—here is everything investors need to know.

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Securitized Credit: As market evolves, selection rigor can separate tailwinds from the traps

As securitized markets continue their evolution, rigorous security selection can separate tailwinds from the traps.

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The Legacy of QE: What Will History Books Say?

While dovish comments by the Fed have recently buoyed markets, looking under the hood of global central bank balance sheets raises longer-term concerns about the legacy of quantitative easing.

CLO Hysteria: Fact versus Fiction

March 20, 2019

Ten years have passed since the financial crisis and many pundits are using this arbitrary anniversary to prognosticate the next great financial calamity. This week, CLOs take their turn in the spotlight.

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