ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27

4/12/2020

ABS in Mind

0:00

21:11

In this episode, Leland Abrams, the CIO of Wynkoop LLC and a lead portfolio manager for the Catalyst Enhanced Income Strategy Fund discusses some of his favorite themes within the legacy non-agency mortgage bond market and his outlook for 2021. Housing fundamentals should be fine, but be aware of bond structure and Libor cessation, he says.

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ABS in Mind: RMBS hot topics; The COVID-19 fallout on residential mortgages and bonds.
21/12/2020
34:37
In this episode, Moody’s Investors Service analysts Ola Hannoun-Costa and Yehudah Forster detail their findings on the performance of non-agency, SFR and CRT reference pool loans since the pandemic hit, and muse about what’s to come in 2021. Forster discusses the CFPB’s new QM rule.
ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27
4/12/2020
21:11
In this episode, Leland Abrams, the CIO of Wynkoop LLC and a lead portfolio manager for the Catalyst Enhanced Income Strategy Fund discusses some of his favorite themes within the legacy non-agency mortgage bond market and his outlook for 2021. Housing fundamentals should be fine, but be aware of bond structure and Libor cessation, he says.
ABS in Mind: RMBS hot topics; Milken’s Kaplan on non-agency RMBS reporting, changes to QM. ep. 26
5/10/2020
27:20
In this episode, Eric Kaplan, who heads the housing finance program at the Milken Institute Center for Financial Markets, lays down his agenda in another role, the leader of the Fixed Income Investors Network’s mortgage task force. He also discusses upcoming changes to the QM rule and the impact that’ll have for non-agency investors.

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ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27

ABS in Mind

Altri episodi di "ABS in Mind"

Real estate investors accounting for climate risk

ABS in Mind Podcast: CMBS and RMBS state of play with Lord Abbett's Harris Trifon

Home equity investments find traction with homeowners, investors

Why Wells Fargo is investing in Black-owned banks; the state of play of CRE lending in communities of color

CRTx index's Mark Fontanilla on credit risk transfer bond performance, relative value

MP’s McNamara expects big reversal in CMBX6 rally, BB tranche to end at price in 20s

State of play in securitized credit

ABS in Mind: RMBS hot topics; The COVID-19 fallout on residential mortgages and bonds.

ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27

ABS in Mind: RMBS hot topics; Milken’s Kaplan on non-agency RMBS reporting, changes to QM. ep. 26