Debtwire Radio
ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:21:10
- More information
Informações:
Synopsis
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.