Debtwire Radio

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

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.