Сигналы
5
#782
Альфа-оценка 38.7
Jeff Mueller
Co-Head of MSIM Fixed Income and High Yield Fixed Income
Винрейт
20.0%
доходность
-0.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 сен
$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.
Тематические ETF
Лонг
01 сен
$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.
Облигации и ставки
Лонг
01 сен
$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.
Облигации и ставки
Лонг
01 сен
$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.
Память для ИИ
Лонг
01 сен
$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.
Облигации и ставки
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Jeff Mueller на Buzzberg отслеживается 5 торговых идей по 5 тикерам с сентября 2026. #782 в рейтинге Buzzberg Alpha. Чаще всего покрывает: TLT, CMBS, HYG.
