The recent surge in interest rates and inflation has put the record strength in housing under a..

Securitized Research, Sector Outlook

1. What’s your view of securitized credit in 2022? Do you expect any impact from rising rates?

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Securitized Research, Fixed Income, Sector Outlook

Aspects of consumer asset-backed securities (ABS) seem to be a lightning rod for negative press...

Securitized Research, Fixed Income, COVID-19

1. The securitized credit sector has lagged the recent broad rally in risk assets. How do you..

Securitized Research, Fixed Income, Sector Outlook

Insurers generally take a narrow approach to investing in the securitized sector, usually through..

Securitized Research

This blog post was initially published on December 18. On December 21, the US Congress agreed to a..

Securitized Research, COVID-19