A Brief Guide to Securitized Credit
Securitized credit is a popular, if complex, fixed income allocation. Here’s where to begin.
Securitized credit is a popular, if complex, fixed income allocation. Here’s where to begin.
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.
Having trouble remembering the difference between a CDR and a CRT? We’re here to help.
Equity markets back to the highs, credit spreads testing the tights and measurably positive total returns for holders of duration… what a quarter it was! Looking forward, we are staring down a gauntlet of macro data expected to show weakening growth, as well as the deadline of the great reprieve. A pessimist would say look at all the derailers… but with securitized markets hitting on most cylinders, we say pick your spots and take some risk.
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.