Calls
5
#782
Alpha Score 38.7
Jeff Mueller
Co-Head of MSIM Fixed Income and High Yield Fixed Income
Win Rate
20.0%
return
-0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$48.03
+0.0%
Securitized sectors are an overweight because spreads are not as tight as the rest of fixed income and owning yield looks strong given the underlying collateral; this applies across CMBS, ABS and residential mortgage-backed securities.
Thematic ETFs
Long
Sep 01
$94.27
-0.2%
Emerging markets debt is a structural overweight theme: post-April trade policy, the dollar weakened and capital flowed into EM; many EM countries have better balance sheets and inflation dynamics than developed markets, with focus on policy direction and idiosyncratic opportunities.
Bonds & Rates
Long
Sep 01
$79.23
-0.1%
High yield spreads are historically tight, but all-in yields remain attractive and can still generate attractive total returns; the key is an active, conservative stance and careful credit selection rather than broad passive exposure.
Bonds & Rates
Long
Sep 01
$83.73
+0.3%
Securitized sectors are an overweight because spreads are not as tight as the rest of fixed income and owning yield looks strong given the underlying collateral; this applies across CMBS, ABS and residential mortgage-backed securities.
AI Memory
Long
Sep 01
$82.05
-0.3%
After a low-rate era when fixed income provided little income or diversification, starting rates and all-in yields are now much higher, so fixed income can again provide diversification and a real income-driven return advantage; demand has returned across retail and institutional investors.
Bonds & Rates
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Jeff Mueller has 5 trade ideas tracked on Buzzberg across 5 tickers since September 2026. Ranked #782 on the Buzzberg Alpha leaderboard. Most covered: TLT, CMBS, HYG.
